Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.      

Overview of the business

  Rothschild & Co’s Debt Advisory and Restructuring (“DA&R”) business is made up of over 200 bankers across 14 countries, advising on more than €300 billion of capital raises and restructurings each year.   Closing >300 transactions annually, the business benefits from exceptional deal flow and exposure to most high-profile and complex deals, across all sectors.   We are primarily an origination business, consistently attracting new clients to the firm. However, we also operate as a fully-integrated part of R&Co’s Global Advisory practice, collaborating closely with the M&A sector and Global Markets Solutions teams to deliver seamless execution on deals across the capital structure. Our tremendous deal flow is driven by our long-standing market-leading position, at the centre of the global financing and capital markets, and expertise through dedicated specialist teams (Leveraged Finance, Investment Grade and Restructuring). Demonstrating our market dominance, we are:

• Europe’s largest placer of private credit (senior through junior and structured instruments)
• The only advisor with TLB and high-yield bond deal flow equivalent to the top-tier bookrunner banks
• Retained advisor to many of Europe’s largest and most influential corporates

  The DA&R business serves a diverse client base across industry sectors, including some of the world’s most well-recognised businesses and financial sponsors, for example:

• Private Equity sponsors: Ares, Apollo, Blackstone, Bridgepoint, Carlyle, CVC, EQT, Exponent, GSAM, Inflexion, KKR, Montagu, Providence, Searchlight, SVP, Waterland, etc.
• Corporates: Wimbledon, Thames Water, Porsche, Burberry, Iceland, Flutter, Colosseum Dental, Dishoom, MasMovil Orange, Marshall, Experian, John Lewis, etc.

  The Leveraged Finance (Private Equity, Private Credit, Capital Markets & Structured Capital Advisory) team provides impartial, expert advice to our core client base of large and mid-cap private equity investors, non-investment grade corporates, families and entrepreneurs across Europe.   We design and execute strategic financing solutions to help our clients reach their goals, acting as a trusted partner, taking a long-term and independent view of the challenges they face.        

Role responsibilities

 

• Client Interaction
  • Support senior team members in relationship management with direct exposure to C-Suite at corporates and senior Private Equity professionals, while taking ownership of direct junior‑level client interactions
  • Work directly with a broad client base, including private equity sponsors, non-investment grade corporates, family-owned businesses, and entrepreneurs.
• Deal Execution
  • Play an active role in deal teams by coordinating communication with internal stakeholders (bankers across levels, M&A, and equity advisory) and external parties (clients, lenders, lawyers, advisors), and by contributing perspectives to client advice, analysis, and transaction workstreams.
  • Lead and contribute to the preparation of lender credit materials, including financial models, lender presentations, process-management documents, and related process coordination.
  • Oversee several workstreams simultaneously, ensuring timely and high‑quality outputs.
• New Business Origination
  • Conduct targeted research to support marketing initiatives and live deal execution
  • Leverage a wide range of information sources to generate insights on relevant sectors and market trends and support the preparation of pitch materials

       

Education and Qualifications

• A level or equivalent: ABB or above
• Degree or equivalent: 2:1 or above

       

Experience, Skills and Competencies Required

• Proven academic excellence
• Previous experience gained at a tier-one financial services organization engaged in investment banking. Prior experience in debt advisory is not essential, we’re open to applicants with leveraged finance origination, private credit, legal or credit ratings backgrounds
• Ability to communicate clearly as well as persuade and influence others
• Deep understanding of corporate finance fundamentals, leveraged finance products and capital markets
• Motivated and driven to work in a fast-paced environment and as part of a high-performing team
• Effective relationship building skills with multiple stakeholders internally and externally
• Aptitude for ongoing personal and professional development

  Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent. This is a certified role. Apply This Job on Our Official Website

The role of a Financial Analyst at Canonical

As a Financial Analyst, you'll be a core member of the FP&A Team and wider finance team. You will play a key part in our monthly business reviews, quarterly forecasting, annual planning, financial modeling, and continuously drive cross-functional business alignment. Our ideal candidate is a highly analytical independent thinker, who has a desire to learn how to leverage business judgment, driven by data, to advise on critical financial, commercial and strategic decisions. Location: This is a remote role in EMEA or Americas time zones.    

• Generate insights into business operations by analyzing unit economics, drivers of variance, and other KPIs
• Support quarterly and annual financial planning, forecasting, reporting, and monthly budget reviews
• Provide analysis of commercial initiatives that have a strategic or financial impact on the business
• Create objective analyses and processes for a fast-growing tech company to scale efficiently and make data-driven decisions
• Support multi-functional change projects designed to enhance systems, processes, and data accuracy
• Partner with and communicate business progress to key stakeholders against financial and strategic targets

   

• An exceptional academic track record from both high school and university
• Drive and a track record of going above-and-beyond expectations
• Strong problem-solving and analytical abilities
• Excellent presentation and communication skills
• Curiosity and willingness to work on a wide range of projects
• Proficiency in spreadsheets and financial modeling
• Understanding of core accounting principles
• Professional written and spoken English
• Excellent interpersonal skills, curiosity, flexibility, and accountability
• Passion, thoughtfulness, and self-motivation
• Excellent communication and presentation skills
• Result-oriented, with a personal drive to meet commitments
• Ability to travel twice a year, for company events up to two weeks long
• Previous experience in an analytically focused finance or business role

   

• Bachelor's degree in finance, business, or related field
• Experience with Business Intelligence reporting, CRM and ERP systems
• Experience with Budgeting and Planning Software, or Data Visualization tools

    We consider geographical location, experience, and performance in shaping compensation worldwide. We revisit compensation annually (and more often for graduates and associates) to ensure we recognize outstanding performance. In addition to base pay, we offer a performance-driven annual bonus or commission. We provide all team members with additional benefits which reflect our values and ideals. We balance our programs to meet local needs and ensure fairness globally.

• Distributed work environment with twice-yearly team sprints in person
• Personal learning and development budget of USD 2,000 per year
• Annual compensation review
• Recognition rewards
• Annual holiday leave
• Maternity and paternity leave
• Team Member Assistance Program & Wellness Platform
• Opportunity to travel to new locations to meet colleagues
• Priority Pass and travel upgrades for long-haul company events

    Canonical is a pioneering tech firm at the forefront of the global move to open source. As the company that publishes Ubuntu, one of the most important open source projects and the platform for AI, IoT and the cloud, we are changing the world on a daily basis. We recruit on a global basis and set a very high standard for people joining the company. We expect excellence - in order to succeed, we need to be the best at what we do. Canonical has been a remote-first company since its inception in 2004. Working here is a step into the future, and will challenge you to think differently, work smarter, learn new skills, and raise your game.     We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and better products. Whatever your identity, we will give your application fair consideration.

At TOPdesk we help our customers to deliver better services. How? With great software and expert knowledge. Our ever-expanding team has over 800 colleagues in 8 countries, dedicated to making service management more fun and easy. Would you like the freedom to develop your skills in a flexible working environment? A TOPdesk career is the answer.  

Job Description

We are looking for a highly motivated and commercially astute Strategic FP&A Lead to join our Finance team. This is a senior individual contributor role, reporting directly to the Director of Strategic Finance, with high visibility across the CFO and Executive Leadership Team. The role will act as the corporate FP&A owner, responsible for financial planning, executive reporting, and strategic financial analysis that informs key business decisions across the organization. This role is ideal for someone who is a structured thinker, able to bring clarity to ambiguous business problems, and who thrives in a collaborative environment. You will partner closely with senior stakeholders across the business and bring a confident, constructive approach to challenging assumptions and influencing decision-making. You will play a key part in shaping the Strategic Finance function as the company continues to scale, with a proactive mindset and a strong focus on continuous improvement.     Corporate FP&A planning

• Lead annual planning (AOP) and long-range planning processes
• Own monthly reforecasting process
• Build and maintain driver-based financial models that translate business assumptions into revenue, cost and cash flow projections.
• Develop scenario analyses and financial modelling to support strategic decision making, including investments, pricing initiatives, and growth opportunities.

Executive & Board Reporting

• Produce board and executive reporting
• Deliver clear financial narratives and insights
• Ensure consistency between financial plans and reported performance
• Partner closely with the CFO and executive leadership team to translate business strategy into financial plans and measurable performance targets.

Strategic Analysis

• Identify key business drivers and performance metrics
• Analyse key SaaS metrics such as ARR growth, expansion, churn and unit economics to provide insight into commercial performance.
• Deliver deep-dive analysis on growth opportunities, cost efficiency and profitability drivers across the business.
• Provide data-driven recommendations to leadership

Financial Models & Systems

• Develop and own cash flow and balance sheet forecasting
• Improve planning models and financial analytics
• Support evolution of planning systems and reporting tools

 

Qualifications

• ACA, ACCA or CIMA qualifies (or equivalent).
• 7+ years’ progressive Finance experience, with a minimum of 3 years in FP&A, Commercial Finance or Business Partnering roles.
• Experience with financial planning systems (Workday Adaptive Planning, Anaplan, or similar).
• Strong ability to translate financial data into clear business insight.
• Confident communicator, able to challenge and influence senior stakeholders constructively.
• Curious, proactive and comfortable operating with ambiguity.
• Resilient in a fast-paced environment with multiple competing priorities.

 

Additional Information

Got excited? The button below will take you to the application form, so what are you waiting for? We look forward to receiving your application!

Graduate KYC (Know Your Customer) Analyst - Financial Services Consultancy - £28k.   These positions are based in our Cardiff office. We welcome applicants who are located in Cardiff, Bristol or the surrounding areas of South Wales.   Are you a recent graduate looking to jumpstart your career in consultancy? Join the dynamic team at Projective Group and explore exciting opportunities as a Graduate KYC Compliance Analyst.    

 

About Projective Group

We are Projective Group, a Financial Services Consultancy that excels in business, technology, and innovation consulting, focusing on the financial and legal industries. Our expertise spans Data, Risk and Compliance, Payments, Transformation, and Talent, supporting both financial services and legal clients with tailored solutions.   At Projective Group, we pride ourselves on a collaborative approach. We listen to our clients' needs and deliver tailored solutions that drive successful outcomes.      

 

About the Role

We are looking for a number of Junior Analysts to join our team, working with one of our prestigious Investment Banking clients. In this role, you will be crucial in ensuring compliance with legal and regulatory requirements through KYC (Know Your Customer) processes.   As a Junior Analyst, you will work directly with stakeholders in a dynamic consultancy setting, contributing to both compliance and risk management efforts.   To support your professional development and growth, you will receive full training, including certification, through our Academy. This training will allow you to kick-start your career in the exciting world of financial services as a consultant.   These roles are ideal for recent graduates in who are motivated to pursue a career in KYC compliance and assist organisations in achieving their strategic goals.  

   

 

What will you be doing? (We don't expect you to be an expert yet!)

• Conduct detailed due diligence and risk assessments for individuals and entities.
• Monitor transactions to identify and investigate potential suspicious activities.
• Ensure strict compliance with AML (Anti-Money Laundering) and other regulatory frameworks.
• Maintain and update client records with precision, adhering to legal and compliance standards.
• Identify, investigate, and escalate potential red flags or areas of risk.
• Analyse and assess processes, risks, and controls to identify opportunities for improvement.
• Deliver clear, actionable insights by documenting and presenting findings to stakeholders, from operational teams to senior management.
• Build and sustain strong client relationships, contributing value to every project.

     

 

What we're looking For

• Curious and motivated graduates based in Cardiff, Bristol or the surrounding areas of South Wales.
• A degree in a relevant subject such as Law or Criminology, although we're open to other degree backgrounds such as: Finance, Business, Accountancy, Politics, Economics or History.
• No prior experience is required; however, an interest in financial services, consulting, or legal frameworks, with any relevant educational or practical exposure, is a plus.
• You should bring intellectual curiosity, a proactive, entrepreneurial mindset, strong analytical skills, and attention to detail.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Exceptional communication skills, with the ability to engage with diverse stakeholders.
• A keen interest in learning and growing professionally in financial services and consulting.

     

 

Ok, I'm interested; what can I expect?

• Comprehensive training and certification through our Academy.
• A dynamic, inclusive culture that celebrates diversity and professional development.
• Opportunities to work with high-profile clients in the legal and financial sectors.
• No unnecessary KPIs.
• We have a reputation for establishing a working environment that encourages fun and creativity.

     

 

Ok, I'm sold; what happens next?

Ready to take the first step in your consulting career? Click "Apply" today to join the Projective Group team. For more about us, visit projectivegroup.com.      

 

Diversity & Inclusion

At Projective Group, we celebrate diversity and inclusion. We welcome candidates from all backgrounds, ethnicities, genders, religions, abilities, and neurodivergent perspectives. Please let us know if you require adjustments during the recruitment process.   Apply This Job on Our Official Website

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.  

 

About the Role

OVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in London, the ideal candidate will work with the Global Credit Team to implement their investment activities in client portfolios. The Fixed Income Portfolio Analyst team sits in our Investment Implementation function, under the wider umbrella of our Investment Platform. As part of the firm’s Investment Platform, Portfolio Analysts are responsible for all order construction and execution on behalf of clients. The team provides input to their investment colleagues with respect to portfolio maintenance, execution strategy, liquidity management, and trade analytics. Importantly, they are also focused on ensuring a strong infrastructure and control environment to support the complexities of investing across all asset classes and geographic regulatory regimes.  

 

RESPONSIBILITIES

• Interacting closely with Portfolio Managers and Traders to ensure the timely and accurate execution of investment strategies across client portfolios
• Rebalancing portfolios in response to events such as cash flows, benchmark changes, market price movements and changes in client guidelines
• Monitoring portfolio positions and verifying that transactions are consistent with client guidelines
• Interacting with many areas of the firm to improve processes and minimize operational risks
• Monitoring performance, risk exposures and key market sensitivities of positions in portfolios

 

 

QUALIFICATIONS / EXPERIENCE

• Advanced Python coding experience across process efficiencies or modeling.
• Have relevant professional experience, gained in a similar Portfolio Analyst, Assistant Portfolio Manager or Trader Support role.
• Demonstrate a strong understanding of, and interest in, fixed income capital markets and investing
• Advanced analytical skills, a quantitative orientation, and a detail-oriented mindset
• Be able to work well under pressure and prioritise tasks
• Have strong interpersonal skills, in order to interact effectively with investment and other business professionals around the firm
• Be able to think creatively and initiate projects that lead to improved implementation of strategies and trades
• Previous asset management industry experience is preferred, although candidates from other backgrounds will also be considered
• An undergraduate degree is required. A post-graduate degree or relevant professional qualification (e.g. CFA), or progress towards one, would be viewed favourably

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] . We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. Apply This Job on Our Official Website