We are a leading financial technology company providing cloud-based (SaaS) solutions for commission management and research evaluation in the investment industry. Our client base includes over 600 buy-side and sell-side institutions globally, including many of the world's largest asset managers, hedge funds, brokers and research providers. Role Overview We are seeking an experienced Technical Business Analyst with a strong consulting background to join our London-based product team. The ideal candidate will bring consulting expertise to help shape and evolve our product suite while acting as a bridge between client needs and technical delivery. This role offers unique exposure across the entire product lifecycle, from requirements gathering and analysis through to implementation and client success. Key AccountabilitiesLeverage consulting experience to analyse business processes, create prototypes, and specify product enhancements that align with both client needs and strategic visionTransform complex client requirements into clear product specifications and feature recommendationsLead discovery sessions with clients to understand their business challenges and translate them into product opportunitiesWork closely with internal teams (developers, testers, support) to ensure successful solution deliveryCollect and analyse system data and client feedback to identify product improvement opportunitiesCollaborate with clients and internal stakeholders to understand business requirements and industry challengesContribute to and maintain product documentation, training materials, user guides and release notesSupport the sales team with product demonstrations, presentations and proof of concept demosRequired Knowledge, Skills and ExperienceProven Business Analyst experience as a delivery/implementation consultant, solution architect, or technical analystBackground in financial services, particularly in research, investment management, or fintech preferred5-10 years of relevant experience, including client-facing rolesExperience with Agile development methodologiesStrong analytical skills with ability to navigate complex data, establish facts, and draw clear conclusionsProactive and enthusiastic approach with excellent communication skills for building consensus and influencing stakeholdersHighly organised and detail-oriented with ability to produce clear, concise documentation in Word, Excel, and PowerPointStrong SQL and Excel proficiencyAbility to build consensus through mockups and prototypes, combining web design and data skills What We OfferOpportunity to work with cutting-edge financial technologyExposure to global financial markets and institutionsCollaborative team environmentCentral London locationCompetitive salary and benefits packageThis role offers an excellent opportunity for a technical business analyst looking to make a significant impact in the fintech sector while working with leading financial institutions worldwide.....Read more...
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: The Pricing Manager develops and executes pricing strategies in alignment with the offers in the market and product plans to maximize variable margin across a product line, asset base and customer portfolio. They strive to increase our business's competitiveness and profitability.
ESSENTIAL DUTIES & RESPONSIBILITIES: Participate in annual rate setting and exception rate review development of product, geographic and client/revenue stream-based pricing strategies. Analyze and monitor return on planned strategic investment, profitability, and other key metrics. Maintain contact with various departments such as sales, legal, finance, distribution, customer service and quality/regulatory departments. Proactively engage the Product Line Managers (PLMs) to develop the overall product line pricing strategy by providing recommendations on how to optimize price realization through strategic pricing actions. Establish and set brand price positioning and target price gaps to optimize pricing. Mine data, analyze and interpret results using standard statistical tools and techniques. Analyze cost data and make recommendations to management regarding price. Create and provide regular reports to management reports specifying and comparing factors affecting prices and profitability of products. Assess data from a variety of sources to gain insights into pricing strategies and market trends. Apply statistical modeling methods to determine the potential impact of pricing strategies on profitability. Support the Sr Director Pricing with the development and implementation of competitive pricing strategies. Prepare and present pricing analysis findings to executives, marketing teams, and sales staff. Analyze competitor pricing and market trends to increase market share and profitability. Coordinate multiple functions across global teams and manage sometimes conflicting goals to help the sales organization win deals that meet company goals. Engage and supervise Global Support Center (GSC) resources and contract staff on analytical projects.
EDUCATION:
Bachelor's degree in mathematics, statistics, finance, economics, or in a related field is required. Master's degree in business administration, is advantageous and preferred.
EXPERIENCE: A minimum of two to four years' experience as a pricing analyst in a similar industry. Experience in Roofing, Chemical, Building Materials and/or Industrial Product industry experience preferred. Experience with Power BI and SQL preferred.
CERTIFICATES, LICENSES, REGISTRATIONS: Indicate if required or preferred. CPIM and/or Professional Project Management certification preferred OTHER SKILLS AND ABILITIES: Indicate if required or preferred. Understand the selling cycle, process, and support the sales organization with timely and relevant data. Demonstrate excellent customer service, communication, relationship-building, and presentation skills in a fast-paced, demanding sales environment. Strong analytical skills with background in statistical analysis and price optimization, along with proven ability to manipulate large data sets across disparate systems. Proficiency in business intelligence (BI) software, such as Power BI. In-depth knowledge of statistical methods and data analysis. Extensive knowledge of analyzing pricing strategies and forecasting revenue and market share. Collaborative team player with a proven ability to partner with sales, marketing, and others on pricing strategies. Ability to keep abreast of industry trends and develop dynamic pricing tools. Advanced ability to present pricing analysis reports to relevant stakeholders. Ability to travel up to 15% of the time.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
Job Description:
We have an excellent opportunity for a Portfolio Services Analyst to join the team in a leading asset manager. This role can be based in either London or Edinburgh on a permanent basis.
In this role, you will be joining a team responsible for handling queries from the equity portfolio managers and providing comprehensive support for outsourced dealing activities.
Skills/Experience:
Detailed knowledge and experience of buy side trading workflow and operations
Understanding and knowledge of active asset management and financial markets
Knowledge and understanding of the relevant regulatory environment in relation to front office controls and best execution requirements
Excellent problem-solving and analytical skills.
Strong communication and interpersonal skills.
Ability to work under pressure and manage multiple tasks simultaneously.
Detail-oriented with a high level of accuracy.
Proactive and self-motivated.
Strong ethical standards and integrity.
Ability to work collaboratively in a team environment.
Strong influencing skills and the ability to build effective relationships.
Core Responsibilities:
Perform trade support activities including, but not limited to,
Trade Monitoring: Oversee the execution of trades by outsourced dealing desks, ensuring accuracy and timeliness.
Issue Resolution: Identify and resolve trade discrepancies, working closely with external dealing desks and internal teams.
Communication: Act as the primary point of contact between internal portfolio managers, compliance teams, and outsourced dealing desks.
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Provide assistance to the Investment Team where needed regarding order creation and trade flow.
Being aware of challenges an active manager faces when investing globally.
Ongoing oversight of outsourced dealing provider; including monitoring and recording of the timeliness and quality of deliverables.
Performance of ongoing due diligence on outsourced dealing provider, including oversight of broker management at outsourced dealing provider.
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate.
Production of reporting for relevant governance committees and Board’s covering the funds administered in the UK and Lux and segregated mandates.
Management of issues and incidents, including root cause analysis, risk event reporting and determining/assessing remedial actions.
Prepare and maintain procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date.
Identify operational improvement opportunities and proactively propose solutions including new processes and controls with supporting rationale and evidence for the basis of change.
Provide management information to senior management on regular basis as required.
Proactively build and maintain relationships with Service Providers, liaising closely with them to ensure the service is delivered and that any queries/problems/issues are dealt with in accordance with agreed standards and in a timely, accurate and complete manner.
Involvement in project and change activity including fund change, client take on and transition activity.
Maintain awareness of industry best practice and identify areas that are non-standard or where process.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15909
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have an excellent opportunity for a Portfolio Services Analyst to join the team in a leading asset manager. This role can be based in either London or Edinburgh on a permanent basis.
In this role, you will be joining a team responsible for handling queries from the equity portfolio managers and providing comprehensive support for outsourced dealing activities.
Skills/Experience:
Detailed knowledge and experience of buy side trading workflow and operations
Understanding and knowledge of active asset management and financial markets
Knowledge and understanding of the relevant regulatory environment in relation to front office controls and best execution requirements
Excellent problem-solving and analytical skills.
Strong communication and interpersonal skills.
Ability to work under pressure and manage multiple tasks simultaneously.
Detail-oriented with a high level of accuracy.
Proactive and self-motivated.
Strong ethical standards and integrity.
Ability to work collaboratively in a team environment.
Strong influencing skills and the ability to build effective relationships.
Core Responsibilities:
Perform trade support activities including, but not limited to,
Trade Monitoring: Oversee the execution of trades by outsourced dealing desks, ensuring accuracy and timeliness.
Issue Resolution: Identify and resolve trade discrepancies, working closely with external dealing desks and internal teams.
Communication: Act as the primary point of contact between internal portfolio managers, compliance teams, and outsourced dealing desks.
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Provide assistance to the Investment Team where needed regarding order creation and trade flow.
Being aware of challenges an active manager faces when investing globally.
Ongoing oversight of outsourced dealing provider; including monitoring and recording of the timeliness and quality of deliverables.
Performance of ongoing due diligence on outsourced dealing provider, including oversight of broker management at outsourced dealing provider.
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate.
Production of reporting for relevant governance committees and Board’s covering the funds administered in the UK and Lux and segregated mandates.
Management of issues and incidents, including root cause analysis, risk event reporting and determining/assessing remedial actions.
Prepare and maintain procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date.
Identify operational improvement opportunities and proactively propose solutions including new processes and controls with supporting rationale and evidence for the basis of change.
Provide management information to senior management on regular basis as required.
Proactively build and maintain relationships with Service Providers, liaising closely with them to ensure the service is delivered and that any queries/problems/issues are dealt with in accordance with agreed standards and in a timely, accurate and complete manner.
Involvement in project and change activity including fund change, client take on and transition activity.
Maintain awareness of industry best practice and identify areas that are non-standard or where process.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15911
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
