Job Description

• Complete quality control post loan closing/Pre-funding. Review pre-closing/Prefunding documentation to ensure accuracy prior to document release and review post-closing documentation to ensure accuracy after loan closing and confirm supporting documents are all present and correctly executed. Record and report loan exceptions.
• Expertise on RADD, Forensic review, QM(Conventional, FHA, VA and USDA), non-QM and Portfolio loans review.
  • Credit and Income review; Income calculation; Employment Income, self-employed income, rental income and other income.
  • Identify red flags on loan file(Income documents review, asset documents review, credit report, Fraud report, exclusionary list).
• Review entity documentation to understand business structure and authorized  signers.
• Knowledge of applicable federal regulations and state laws a plus.
• Ability to prioritize and decipher policies, programs, and guidelines.
• Strong attention to detail, organizational and communication skills.
• Ability to handle multiple tasks, take on new responsibilities, and prioritize work in a deadline-intensive environment.
• Strong interpersonal and teamwork skills and ability to influence through collaboration.
• Self-motivated, high level of personal energy and commitment.
• Flexible to work on Night shifts.

Qualifications

• Bachelor's Degree, Master's Degree.
• 5+ years of experience in retail US residential mortgage banking and QC/post-closing/Prefunding is required.

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We have an exciting opportunity for a talented individual to join Future Plc as Commercial Finance Manager for our B2B division.

Future Plc is a global leader in specialist media, and home to over 250 world famous magazine and website brands. The B2B Division consists of more than 14 leading B2B media brands including SmartBrief, ActualTech, ITPro, Tech & Learning, TVTech, Broadcasting & Cable and more. The division is key to Future's growth strategy.

What you'll be doing...

As Commercial Finance Manager you’ll be at the heart of commercial decision making. You will report into the B2B Finance Director and business partner a number of senior leaders within the B2B division.

You’ll be a valued business partner to the B2B team, driving performance and bringing clarity to decision making through supportive challenge, insight and data analysis. You will bring control and efficiency to the month end process and support in the coordination of planning and forecasting for the division. You will bring your fresh perspectives to support continuous improvement to processes and reporting.

Your role will be a key link between the finance department and the business, both in the operational finance functions and the management account hub.

Experience that'll put you ahead of the curve...

• Excellent communication and collaboration skills across Finance, business leaders and operational teams, including the ability to quickly absorb and apply new information.
• Proactive approach to work, with an enquiring mind with strong analysis, numeracy skills and the willingness to take leadership of complex/difficult tasks.
• Commercial industry experience. Understanding of the media/B2B business a plus.
• Able to strike the right balance between challenge and support across the organisation at all levels.
• Effective prioritisation of workloads and initiatives which deliver results in a timely and relevant manner.
• Good knowledge of financial systems, financial reporting, internal controls.

Internal Job Family Level P5

The expected range for this role is £40,000 to £58,000

This is a Hybrid role from our Bath Office, working three days from the office, two from home

Who are we…

We’re Future. We’re 3000+ colleagues over 250+ brands speaking to 400 million people every month across the globe through websites, events and magazines. We’ve got ambitious plans that build on our growth momentum and unlock new opportunities and we’re looking for talented people who want to be a part of it. 

Our Future, Our Responsibility - Inclusion and Diversity at Future

We have a voice and we’re going to use it. We promote diversity and inclusion not just in our recruitment processes, but everything we do. We’re an equal opportunity employer and we will continue to ensure our recruitment process is free of bias and our workplaces are inclusive, positive, free of discrimination and respecting of all backgrounds and beliefs. Our culture is underpinned by our values and employees - current and future - are treated with respect and fairness.

Please let us know if you need any reasonable adjustments made so we can give you the best experience!

Find out more about Our Future, Our Responsibility on our website.

#LI-HD1

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Job Description

The Senior Financial Analyst will play a crucial role in helping the Company reach its full potential by understanding the SaaS business model and working with leaders to help pull the right levers. The ideal candidate should have a strong background in financial analyses along with solid business acumen.

Key Responsibilities:

• Own the financial and SaaS operating models. Partner with cross-functional teams (Sales, Marketing, Services, Product, etc.) to develop and refine the SaaS model. Help Finance leadership and business leaders understand the model and how to optimize the business.

• Perform financial analyses on a reoccurring basis and ad-hoc, perform high-quality financial analyses to help answer critical business decisions.

• Data. Be the owner of the single source of truth. Assist in the building and maintenance of robust systems that can accurately and timely report needed operational data. 

• Board / Investor Reporting. Prepare monthly financial reports for the Board of Directors and other external parties. Own the creation of quarterly board decks. Help guide the conversation to where it is needed.

• Corporate Development (M&A). Assist the CFO and leadership team on due diligence and integration work for M&A as it occurs. 

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field

• 4+ years of experience in client facing banking, consulting, Big 4 accounting, or high-growth organization.

• Strong analytical skills with proficiency in financial modeling and data analysis tools (Excel, Google Sheets preferred; ability and desire to learn basic SQL may be required). 

• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights for a non-financial audience.

• Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred

• Experience with SaaS financial metrics and subscription models.

• Experience with financial reporting platforms specific to SaaS (e.g., Salesforce CPQ).

• Proven track record of identifying and implementing financial process improvements.

• Strong attention to detail and a commitment to accuracy.

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Job Description

Responsibilities:

• Providing exceptional service and advice to all customers ensuring great customer outcomes
• Impressing our customers throughout the process to ensure they come back for a remortgage and recommend Tembo to all their family and friends
• Ensuring well-packaged cases
• Constantly looking to improve processes, customer experiences & product offerings by providing honest & valuable feedback to the wider teams
• Build & maintain team relationships - whether it's our CEO, one of our case managers, Customer Success team or our Marketing Director we nurture honest collaborative relationships that deliver results
• Keeping up to date with industry and market changes to match customers with the right solution for their needs

Qualifications

Who are we looking for?

• You’ll be fully CeMAP (or equivalent) qualified
• You’ll have been a mortgage broker for a minimum of 12 months and have experience with advising across the market
• Bonus points if you have a wealth of experience dealing with complex case types (for example, JBSP, RIO)
• You’ll act with due care, skill, and diligence
• You’ll act to deliver good outcomes for our customers
• You’ll be a team player, happy to cover for colleagues and working with our case managers and CS team throughout the customer journey
• You’ll be frustrated with the current mortgage industry and would keen to disrupt it
• You’ll be enthusiastic, proactive, and ready for a new and exciting challenge

You feel comfortable that our values reflect aspects of your personality and approach to work:

• If you don't like it, change it - can you think of a process you implemented to improve efficiency?
• It's all about people how did you provide feedback the last time you disagreed with someone?
• Finding a way - the last time you raised a problem, did you bring a solution too?

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Job Description

This is a remote job. You will be expected to do the following from your home.

Under the direct supervision of the Branch Manager, the job responsibilities of the Mortgage Loan Originator position include, but are not limited to, the following:

Primary duty is to sell mortgage loans to customers away from and outside of A&D Mortgage’s places of business

Work done at A&D Mortgage’s offices is related and supplemental to outside sales

Generate new business by building and maintaining relationships with realtors, real estate agents, title and escrow officers, financial advisers, CPAs, and other relevant professionals

Regularly participate in mortgage sales including, but not limited to, attending closings and open houses, and conducting seminars and other lead-generating activities

Take information from the borrower and fill out the loan application

Develop relationships with referral partners such as realtors to generate new customers

Analyze the prospective borrower’s income and debt and pre-qualify the prospective borrower to determine the maximum mortgage that the prospective borrower can afford

Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product

Collect financial information (tax returns, bank statements) and other related documents that are part of the application process;

Provide disclosures to the borrower, including truth in lending, good faith estimate, and others

Counsel and advise the borrower in understanding and clearing credit problems

Maintain regular contact with the borrower, realtors, and the lender, between application and closing to apprise them of the status of the application and to gather any additional information as needed

Order legal documents

Qualifications

Qualifications

Must have appropriate state license or certificate (varies by state)

Must have a thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies

Must have a working knowledge of credit underwriting and property eligibility requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors

Must be familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)

Must have excellent communication skills and the ability to analyze financial information

Must be a sales-oriented self-starter

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Job Description

• Responsible for the preparation of credit reviews for new and existing counterparties
• Analyze qualitative and quantitative information on a counterparty in order to determine credit scoring, risk rating, and suitable credit limits.
• Analyze and able to determine the degree of risk involved in evaluating a client
• Liaise with Legal to negotiate and structure credit-related clauses in trade contracts and provide support for secured credit arrangements.
• Ensure credit files are kept up-to-date at all times, all relevant information is updated timely in systems and all supporting documents are filed.
• Review and validate credit management reports including exposure, mark-to-market, and excess monitoring thereby ensuring credit processes maintain consistency with relevant governance framework documents.
• Processing of foreclosed properties from start to end. Assist in Small Claims filing and processing.
• Assist the Collection Manager and Credit Manager in efficiently managing the accounts receivables of the company by monitoring and reviewing Credit Limits vis-à-vis the actual purchases of customers.
• Support other corporate programs such as ISO/HACCP, 5S, ISMS, Branding, etc., and implement guidelines provided by the company.
• Perform any other tasks as assigned by the Credit Management Head and other superiors from time to time.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• With gain experience as a Credit Analyst or in a similar role.
• Strong analytical and financial analysis skills.
• Knowledge of credit policies and regulations.
• Excellent communication and interpersonal skills.
• Proficiency in Salesforce and SAP (System Application and Products) or similar financial software is a plus.
• Strong attention to detail and ability to work independently.
• A minimum of two (2) years of relevant experience, gained from a reputable banking institution, focused on credit investigation and receivables. This experience should also encompass proficiency in accounting software and other computer-based programs.

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Who we are

Cowboy is a Belgian startup that is developing innovative electric bikes for urban riders. Cowboy’s main goal is to improve urban mobility and take commuters to their destination in a more enjoyable, sustainable and efficient manner.

Founded in 2017 by entrepreneurs Adrien Roose, Karim Slaoui and Tanguy Goretti, Cowboy is headquartered in Brussels, Belgium. Cowboy is the winner of the Eurobike 2017, the Red-Dot bicycle design award 2018 and the Red-Dot “Best of the Best” award for the Cowboy 2.

With traffic congestion plaguing metropolitan areas, electric bikes are proving to be the fastest means of transportation, beating cars and ground public transport. Cowboy’s vision is to elevate the daily commute to the next level in terms of speed, comfort and freedom of movement around the city. Cowboy enhances the riding experience by unifying intelligent technology, delightful design and meticulous customer service.

In April 2019, Cowboy launched its third model, the Cowboy 3, where it is sold in 8 countries (Germany, France, the Netherlands, Luxembourg, Austria, Italy, Spain and the United Kingdom). In May 2021, Cowboy unveiled its fourth generation electric bike, the Cowboy 4.

In July 2020, Cowboy raised €23 Million from international investors (including Exor Seeds, the early stage investment arm of Exor, Isomer Capital, Future Positive Capital and Index Ventures) in the Series B round. Cowboy plans to recruit 30+ new talent in the next six months, scale operations, and expand its footprint across Europe through its Test Ride and Mobile Service networks.

The Role

We’re looking for an organised and enthusiastic individual to join us as a Senior Finance Associate to support our Head of Accounting across a number of exciting projects.

We are looking for a motivated and energetic individual to come in, understand our processes, improve them and contribute to the further automation and growth of the finance function. Strong accounting, internal processes, organisational skills and change management mindset are key to be successful in this position.

If you are looking to further grow as a finance professional within an entrepreneurial environment and have increased responsibilities in all the different areas of a finance department, this is a great opportunity.

What you’ll be doing:

• Performing day-to-day accounting activities to a high degree of accuracy
• Working in partnership with all Cowboy Departments to optimise procurement and payment processes i.e. drive AP automation.
• Establishing and enforcing appropriate policies and internal controls
• Responsible for the accrual process and provisions
• Inventory management and bookkeeping i.e. ensure invoices are correctly booked in line with the P2P process and follow up on correct inventory valuation
• Fixed Asset Management i.e. regular review and proper registration of depreciation / impairment
• AR follow up i.e. aging review, bad debt, collections allocation and clearing
• Providing support for the monthly Balance Sheet analysis and reconciliations
• Providing support for the monthly closing process and reporting
• Review and book travel & expenses and ensure internal policy is properly followed
• Cash management (payments, cash allocation, cash flow, treasury forecast), ensuring proper SoD and internal policies
• Active participation in the external audit process
• Coordination of statutory compliance (BE GAAP)
• Participation in the optimization of tax (VAT) treatments / Tax accounting - some sort of knowledge of tax
• Handling ad-hoc requests and projects as needed e.g. processes and system automation
• Train Junior staff and foster their development
• Supporting our FP&A Manager with ad-hoc tasks and exciting projects

Who we are looking for:

• Master or Bachelor’s in economics, business administration, finance or a similar field of studies
• Strong knowledge of General Accounting Principles  (BE & GAAP, IFRS is a plus)
• Relevant previous experience in finance, accounting or internal/external auditing
• Previous experience in improving finance processes and automation of tasks (Finance Transformation) will be considered as a plus
• International tax knowledge (VAT) will be considered a plus
• Thorough knowledge of MS Office package
• Quick learner, like to take responsibilities and are proactive
• Strong team player
• Critical, analytical and accurate individual
• Strong communication skills
• Ability to set priorities, understanding and act accordingly to urgency matters
• International mindset
• Able to work and thrive in a fast-paced environment / change management mindset

What we offer you:

• Highly competitive package with a clear and open salary structure
• Equity / Share warrants
• Hospitalization insurance
• 30 days vacation days (exclusive of local bank holidays)
• Your own Cowboy bike to be used along your contract (and a nice discount for your family)
• Daily meal allowance
• A monthly allowance to cover some of your costs on the days you chose to work from home. 
• Opportunity to become one of the key employees of a fast-growing start-up with open, respectful and fun company culture
• Having a real impact on the company’s growth and evolution
• Working with people who love what they do every day

Just like our rider community in cities across Europe, diversity is a strength. No matter where you come from, or the path you're on, Cowboy is inclusive and so is our workplace. Your unique skills, passion, and perspective will help us continue to transform mobility and urban life for the better.

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Job Description

As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.

As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors. 

Successful candidates are fastidious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.

Qualifications

RESPONSIBILITIES

• Generate and update financial plans for prospective clients in planning software
• Analyze and recommend investment portfolios for clients 
• Perform tax impact analysis for client portfolios changes
• Coordinate all prospect and client meetings and meeting agendas
• Manage and track client follow-up tasks 
• Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

REQUIREMENTS

• Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
• Excellent communicator, in both written and oral form
• Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
• High attention to detail
• High level of discretion
• Passion for building a better personal finance experience
• Bachelor’s degree and financial planning coursework completed 
• Minimum of 2 years working in a securities-related environment
• Series 65 or equivalent; clean U4

BONUS POINTS

• CFA or CFP certification

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Job Description

This role will be based in the UK and you must have the right to live and work in the UK. Taylor & Francis has flexible hybrid working options for how employees can work based on their role. We anticipate this role being appointed on a hybrid basis, with the majority of your time spent working from home, with regular visits to our office in Milton Park, Oxfordshire. You must therefore be based within a reasonable commuting distance from this office. 

Closing Date: Applications will close on 5th August 2024.  Applications are shortlisted on a rolling basis, and we will be interviewing alongside advertising. We therefore encourage you to apply at the earliest opportunity.

This role supports the financial planning and performance of our c.£200m Direct cost base. The role reports into the Finance Business Partner – Direct costs and helps provides insight, analysis and reporting on the KPIs and value system drivers for Direct costs and marketing. You will be responsible for generating executive level insights by applying a financial lens to business decisions and assessing opportunities and risks by being a trusted partner to key stakeholders across the company.

Reporting to our Finance Business Partner – Direct costs, you will:

• Work with the business to understand and analyse direct cost models ensuring that they are accurate, robust and in line with accounting policies
• Prepare actionable insight and analysis to support the business with understanding direct cost performance against budget and forecasts
• Work closely with business stakeholders and finance colleagues to deliver the annual planning cycle (Budget, 3YP and forecasts) and generate high-quality accurate forecasting through robust modelling of costs
• Provide clear, consistent, and timely reporting on performance and value metrics
• Proactively identify potential areas for cost rationalisation
• Partner with Marketing and other Business teams to analyse performance measures and the impact on revenue and return on investment of spend
• Develop new reporting as required to support the operational and marketing decision-making processes
• Prepare robust financial models, business cases and data driven analytical tools for direct cost investments
• Monitor and report on risks and opportunities
• Work closely with the Finance Control team to ensure that all month end data and reporting is accurate and delivered on a timely basis
• Work closely with the Finance Operations team to build system-based FP&A solutions
• Support the design and development of automated cost reporting, including PowerBI dashboards
• Ensure all budget, forecast and 3YP data in TM1 is up to date and accurate
• Provide insight, analysis and reporting on other areas of the business as required by the Finance Business Partner – Direct costs

Qualifications

The ideal candidate will have knowledge & experience of:

• Part qualified or a Professional qualification (ACCA, ACA, CIMA or equivalent) or equivalent QBE is essential to success in this role.
• Prior experience in financial reporting / forecasting / budgeting / business partnering
• SAP, PowerBI and Planning Analytics (TM1) desirable
• Comfortable manipulating large data sets and visualising complex financial information to non finance stakeholders
• Technical awareness of industry and developments in accounting standards that may impact the business
• Strong MS skillset, especially advanced Excel and Powerpoint
• Attention to detail 
• Financial modelling skills 

Skills and Behaviours Required

• Excellent communication/presentation skills and the ability to maintain strong working relationships
• A high level of numerical and analytical capability with a strong eye for detail
• Experience working in a fast-paced, high growth, technology focused organisation
• Ability to manage workload in challenging and busy environment
• Ability to prioritise and balance multiple and often conflicting requests/timeframes
• An interest in driving finance planning solutions and passionate about data needing to be both accurate and of a high quality to make better decisions
• Commitment to continuous improvement and the ability to drive improvements based on data analysis and evidence-based learning
• Ability to handle and communicate information sensitively and professionally
• Strong influencing skills and stakeholder management
• Self-starter and problem-solver with the ability to work with minimal supervision. Be hands-on and open to new ways of doing things

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Job Description

Role Overview

A real-time analyst/editorial role reporting to the Head of Credit, Asia, producing insightful content to tight deadlines that showcases IGM’s new issue data. IGM’s credit market coverage focuses on the primary syndicated bond market, tracking new issues individually and in aggregate, while seeking to present value added intelligence which builds upon what is available via other channels. Market analysis of this level requires development and maintenance of a mutually beneficial contact base with industry practitioners at all levels.  The role also requires a deep understanding of financial markets with an emphasis on fixed income credit, and an appetite to seek ways to add colour and context for subscribers and data users alike.

The role holder will need to be, or quickly become, comfortable with the calculation and verification of various relative value measures, as well as the authoring of well-structured, authoritative daily reports which consistently showcase the engagement of IGM with the industry that our products and services address. An ability to bring reports to life with data visualization techniques including charts and tables will be an advantage.

Main Functions and Responsibilities

• Outreach to practitioners to support analysis of major public investment grade deals via self- publication of intra-day reports including Open, Previews and Viewpoints
• Analysis of new deal performance incl. investigative, focused interviewing of contacts to assess performance, funding decisions, structure, trends and context
• Gathering timely and accurate market talk on rumoured and potential bond issuance, including up-to-date price discovery and relative value (including new issue concession, book evolution, distribution).
• Intel gathering to publish and regularly update industry leading pipeline issuance tables.
• Contribution to various summary reports.
• Work with product managers and other colleagues to define ideal coverage mix based on user workflow needs.
• Cover for colleagues as part of the APAC credit team
• Participate fully in product development to ensure content always reflects market evolution and customer needs.
• Participate in such sales and commercial calls and visits to clients as may be required to aid the sales process from time to time.

Judgement

• Draw on knowledge of the markets in your collection, processing and reporting of information from market participants.  Use an understanding of any possible variations from standard events to enrich pre- and post-launch analysis.  Make sound judgments on the accuracy and validity of that information, and promptly question anything suspect.
• Prioritise tasks on a continuing basis to ensure delivery of key information to customers.
• Maintain a flexible approach to enable the team to respond rapidly to market developments.
• Re-evaluate the time required to complete your duties through the day, the obligations and capacity of colleagues, and any tasks outstanding to ensure the team’s deadlines are met.
• Judge the extent to which the value of each story decreases with time and prioritise accordingly in the pursuit of an effective real-time news service.
• Use information derived from contacts judiciously in order to maintain trust in and reputation of Informa Global Markets. 

Qualifications

What You’ll Need to Succeed

• At least 5 years’ experience in covering these markets for a prominent real-time service or industry journal, or direct experience as a DCM practitioner.
• A background in developing and maintaining contacts in the fixed income markets at all levels.
• Sufficient editorial and analytical skills at the outset, willingness to quickly learn the ability to craft reports which enhance IGM’s workflow solutions.
• Confidence in engaging with contacts and subscribing customers.
• Technically savvy, ability to use tools and applications such as Bloomberg Professional or equivalent.
• Strong motivation to be personally and professionally preeminent in this field.
• An innovator with desire to differentiate content founded on validated client requirements.
• Desire to learn and build upon current knowledge base.
• Engagement with the goals of the business, focused on supporting revenue growth.

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Tech Firefly is teaming up with a national insurance company to hire a Senior Actuary to join the team.

Responsibilities

• Develop and review profitability guidelines for evaluating business unit performance.
• Track, analyze, and report key profitability metrics for new and existing business to Senior Management.
• Identify and quantify variances from pricing based on experience studies (claims, persistency, and expenses).
• Provide actuarial advice to the CFO for financial planning, reporting, strategic goal achievement, and capital management.
• Act as a key member of the leadership team, ensuring timely and accurate actuarial reporting and processes.
• Implement and maintain actuarial controls and procedures.
• Analyze mortality and lapse experience and provide actionable insights to the Underwriting Department to improve their processes.
• Ensure timely and accurate filing of actuarial deliverables to internal stakeholders, regulators, and auditors.
• Approve the annual preparation of Appointed Actuary’s Actuarial Opinions and Memoranda for the US and Puerto Rico.
• Ensure compliance with new standards such as Principles-Based Reserves (PBR) and the FASB’s Targeted Improvements for Long-Duration Contracts (LDTI).
• Offer comprehensive pricing support for product development, business initiatives, and ad hoc projects.
• Recommend assumptions for actuarial reserving, financial projections, dividends, and pricing based on experience studies.
• Maintain and update the Actuarial Study program to stay competitive within the industry, and support ongoing professional development and high employee morale.
• Oversee a team of 7-8 direct reports, including Senior and Associate Actuaries.
• Identify the need for external actuarial expertise, manage the selection process, and ensure quality deliverables within budget constraints.

• Bachelor’s degree in actuarial science or a related mathematical field.
• At least 15 years of actuarial experience, particularly in financial reporting and pricing.
• Associate of the Society of Actuaries (ASA); Fellow of the Society of Actuaries (FSA) is preferred.
• Member of the American Academy of Actuaries (MAAA).
• Proficient in Moody’s GGY AXIS or similar systems like MG-ALFA.
• Extensive knowledge of Life and Health products, regulatory requirements, actuarial principles, and current practices.
• Strong technical actuarial skills, particularly in LDTI, evaluation, and traditional life insurance pricing (excluding annuities).
• Solid understanding of GAAP standards.
• Exceptional written and oral communication and leadership skills, with a track record of successful collaboration with Executive Management.
• Ability to influence key stakeholders and build effective partnerships with Marketing, Finance, and Senior Management.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Understanding of financial controls in a corporate setting.
• Ability to prioritize and execute tasks efficiently in a fast-paced environment.
• Strong problem-solving skills and capability to work independently under pressure.
• Proven leadership in managing and developing actuarial staff.
• Effective collaboration and interaction with internal and external stakeholders.

Preferred Qualifications

• Fellow of the Society of Actuaries (FSA).
• Experience as an appointed actuary or valuation actuary and in pricing products.
• Technical and systems expertise is a plus.

Subsidized Medical, Dental and Vision Insurance

Possible Relocation Package

RSUs

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Job Description

Smartkarma is looking for exceptional firms and individuals to provide independent, unbiased insight on Asian financials companies (banks, insurance, consumer lenders, Fintech etc) to our clients.

Our Insight Providers write on equity, credit, sector and macro themes. Our model is simple: clients pay a single subscription fee to access all insight on Smartkarma, and Insight Providers are paid monthly based on their Quantified Value Add. Insight Providers can additionally monetize client interactions via Premium Services and participate in Smartkarma Originals.

We provide a holistic solution for Insight Providers, large and small: from publishing, to distribution, to simplifying the monetization of your research. Our platform enables Insight Providers to interact real-time with clients as well as each other and we provide comprehensive analytics on your performance versus peers.

Only applications on Smartkarma's website (https://www.smartkarma.com/home/insight-providers/) will be accepted.

Qualifications

• Firms or individuals with a minimum of 10 years experience on the buy/sell-side covering Asian financials companies (banks, insurance, consumer lenders, Fintech etc).

• Ability to write differentiated insights.

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Job Description

The Financial Advisory team will have the prerogative to discuss wider trends in, and the regulatory impact on, the Mergers & Acquisitions space.

Qualifications

• Individuals who interact and add value to our current community 
• University student at a leading institution
• Strong interest in M&A and financial markets
• Has signed up as a free member to our platform (www.finfoc.com)

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