AlphaSenseLondon, Greater London, England, United Kingdom
On-site Full-time
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Experience Level
Experience
Qualifications
Proven experience in account management, preferably within the financial services sector. Strong communication and interpersonal skills. Ability to analyze client needs and devise effective solutions. Demonstrated success in managing multiple accounts and projects simultaneously. A degree in Finance, Business, or a related field is preferred.
About the job
AlphaSense seeks an Account Manager in Financial Services to join the London team. The focus of this role is to support a portfolio of financial clients, build long-term partnerships, and help clients achieve their business goals using AlphaSense’s search and insights platform.
What you will do
Manage and expand relationships with financial services clients
Identify client needs and align them with the capabilities of the AlphaSense platform
Guide clients in using the platform to inform their decision-making
Work to deliver positive business outcomes for both clients and AlphaSense
Requirements
Background in managing client accounts within financial services
Strong communication skills and ability to build relationships
Comfort working in a results-oriented environment
Interest in supporting client success through technology and insights
Location
This role is based in London, Greater London, England, United Kingdom.
About AlphaSense
AlphaSense is a leading AI-powered search engine for business insights. Our platform empowers professionals to make informed decisions by providing access to a wealth of data and analytics across various industries. Join us and be a part of a forward-thinking company that values innovation, collaboration, and growth.
FRP Advisory is seeking a Valuation Manager with expertise in Infrastructure and Financial Services for its London office. This position centers on leading valuation projects and delivering in-depth analysis to support client strategies. Role overview The Valuation Manager will guide project teams and oversee the delivery of valuation assignments. Expect to …
At CFGI, our Managers play a pivotal role in collaborating with senior leaders of FTSE 100, mid-cap, and emerging companies. As a Manager, you will spearhead project teams and engage directly with clients and their Big 4 auditors, overseeing all facets of engagements, from meticulous report writing to fostering and maintaining robust client relationships. Take charge of your professional journey at CFGI:· Gain diverse exposure across various industries and projects· Make a substantial business impact for your clients· Lead projects from inception to completion· Engage actively with clients in a dynamic, client-facing role· Continuously grow and learn in a collegial environment supported by top-tier experts· Enjoy a flexible working environment, whether in-office, remote, or on-site with clients· Forge your own unique career path· Pursue your passion! As a member of the CFGI Valuation Practice, you will assist clients in navigating complex debt and equity transactions within a multifaceted business landscape. We provide expert advice to numerous public and private enterprises across various industries, focusing on diverse valuation considerations for financial and tax reporting. Our Valuation Services team is engaged in a comprehensive range of services, including the valuation of business enterprises, intricate debt and equity instruments, and intangible assets for purposes such as mergers and acquisitions, divestitures, IPOs, dispute resolution, financial reporting, and tax compliance. Your Responsibilities:· Conduct financial reporting valuations for business combinations, including purchase price allocations, enterprise valuations, and analyses of intangible assets, inventory, deferred revenue, contingent consideration, and debt and equity components· Execute goodwill and asset impairment testing for financial reporting· Assess complex derivatives and debt instruments for financial reporting
Your Role:We are seeking a highly skilled professional to spearhead the analysis, execution, and reporting of valuations for shares, companies, and various financial instruments. This role presents a unique opportunity to foster client relationships and lead team members while actively participating in business development efforts.Join our vibrant and growing team to gain exposure to a wide array of clients, industries, and valuation projects. We are hiring across London, Birmingham, Newcastle, and Cambridge, allowing you to engage in impactful work within a collaborative setting.Key Responsibilities:Client valuation work, including defining and communicating project scopes.Budget planning and preparation.Overseeing and conducting valuation assignments.Drafting and reviewing comprehensive reports.Leading client meetings.Constructing valuation models.Conducting industry research on trends, comparable firms, and acquisitions.Marketing:Networking and nurturing industry relationships.Managing the team credentials database.Assisting in the preparation of work pitches.Team Management:Supervising, developing, and evaluating junior staff as necessary.Cross-Departmental Collaboration:Collaborating with colleagues from various departments.Maintaining cross-divisional relationships.
Join swgroup as a Valuations Assistant Manager, where you will play a pivotal role in supporting our valuation teams. Your analytical skills will be essential in assisting with the preparation and review of valuations for diverse asset classes. This position offers you the opportunity to work closely with senior professionals and contribute to high-profile valuation projects.
Role Overview swgroup is hiring a Valuations Manager in London. This role leads valuation projects and delivers advisory services to clients. The position involves working closely with a skilled team to produce accurate, well-supported valuations that inform client decisions. What You Will Do Lead valuation assignments from planning through delivery Advise clients on valuation matters and related strategic questions Work with colleagues to ensure high-quality, timely results Contribute to team knowledge and support professional growth What swgroup Offers Chance to drive strategic projects with real client impact Collaboration with experienced valuation professionals Opportunities for ongoing professional development
As the Director of Valuations at swgroup, you will lead a dynamic team focused on delivering high-quality valuation services across diverse sectors. Your expertise will drive strategic initiatives, ensuring our clients receive accurate and insightful valuations to inform their business decisions. You will collaborate closely with stakeholders, providing thought leadership and enhancing our valuation methodologies.
Position Overview:Join our esteemed Valuations team at swgroup, where we offer a comprehensive array of valuation services tailored for commercial, financial reporting, and tax requirements. Our focus encompasses business valuations, share valuations, and the assessment of intangible assets, essential for IP structuring and post-acquisition analysis. This is your chance to become part of a vibrant and growing team with operations spanning London, Birmingham, Newcastle, and Cambridge, contributing to impactful projects in a collaborative setting.Key Responsibilities:Lead the delivery of a diverse portfolio of valuation products, ensuring exceptional client service at all times.Possess strong technical knowledge in valuation areas such as tax, accounting, and commercial sectors, including Financial Services, Consumer Products, and Technology, Media & Telecommunications.Cultivate and maintain relationships with clients and potential clients.Oversee the development and mentorship of managers and junior staff members.Contribute to departmental training sessions as necessary.Ensure that your team's output meets the highest standards, aligning with client needs and expectations.Act as a role model by delivering professional services to clients while promoting team performance.Assist the Head of Department or partners/directors with proposals, marketing, and business development initiatives within your area of expertise.Implement quality control, compliance, and risk management practices.Maintain compliance with internal procedures and best practices to mitigate risk exposure.Continuously enhance personal technical skills in preparation for future roles within the organization or industry.Report any complaints or potential professional indemnity issues in accordance with group procedures.Proactively manage teams while understanding and meeting client expectations.Supervise team performance and workload effectively.Demonstrate extensive experience across various valuation projects and sectors, having led numerous valuation assignments.
Full-time|On-site|London, Greater London, England, United Kingdom
About AlphaSense: AlphaSense empowers the world's leading companies to eliminate uncertainty in decision-making. Our advanced AI-driven market intelligence platform provides reliable insights from a vast array of trusted content, including equity research, company filings, event transcripts, expert calls, and news. By acquiring Tegus in 2024, AlphaSense is set to enhance our mission of enabling professionals to make informed decisions through comprehensive market intelligence. Together, we will drive growth and innovation, providing users with deeper insights from an extensive array of content. Trusted by over 6,000 enterprise clients, including a significant portion of the S&P 500, AlphaSense has grown since its inception in 2011 and now operates across multiple global locations including the U.K., U.S., Finland, India, Singapore, Canada, and Ireland. Join us in this exciting journey!About the Team:The Content team plays a crucial role in sourcing, creating, licensing, and integrating high-quality structured and unstructured data from both internal and external sources. Reporting to the Chief Content Officer, the team encompasses strategy, product management, collection operations, and support across various content verticals, fostering a culture of transparency and accountability.About the Role: We are looking for an experienced Product Manager to lead our M&A Transactions and Valuations content initiatives. Ideal candidates will possess a robust understanding of capital markets and investment research, coupled with significant experience managing third-party and proprietary M&A Transactions content that supports financial research platforms and investment analysis workflows.
Join Our Dynamic Team at CartaCarta is at the forefront of connecting founders, investors, and limited partners through innovative software specifically designed for venture capital, private equity, and private credit. With over 65,000 companies in more than 160 countries relying on our platform, we empower you to build, invest, and scale with confidence.Our Fund Administration platform supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. With accolades from Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is pioneering the future of private market infrastructure.We are dedicated to creating a comprehensive ERP platform tailored for private markets, providing a unified solution that replaces outdated spreadsheets and fragmented service providers. Carta's cutting-edge software for the Office of the Fund CFO transforms private markets to resemble public markets, offering a connected ERP for private capital.To learn more about our culture and work environment, please visit our Carta careers page.The Valuations TeamAs a Valuations Associate, you will become an integral part of our Carta Europe Valuations Team.This team is committed to delivering exceptional services to our European clients, and your role will involve close collaboration to produce audit-defensible 409A, EMI, and CSOP valuations. Additionally, you will address auditing inquiries related to the valuation reports you prepare.Your Key ResponsibilitiesIn your position as a Valuations Associate, you will play a pivotal role in generating high-quality, defensible valuation reports for our European clientele. Your tasks will include:Valuation Preparation: Crafting financial models and valuation reports focused primarily on 409A, EMI, and CSOP valuations.Due Diligence: Conducting in-depth research and analysis on company financials, industry trends, and market comparables to substantiate valuation conclusions.Audit Support: Partnering with client auditors to provide clear, detailed, and convincing responses to all valuation-related inquiries.Client Communication: Collaborating closely with the Corporations Team and clients to ensure timely receipt of all necessary documentation and information.Process Improvement: Identifying and implementing enhancements to valuation methodologies and reporting processes to boost efficiency and accuracy.
About Unity AdvisoryUnity Advisory is a forward-thinking, experience-driven CFO advisory firm specializing in integrated finance, commercial, tax, and transaction support. We pride ourselves on being free from audit conflicts and are designed with AI at our core, merging profound technical expertise with automation, analytics, and AI integrated into every engagement. Our mission is to offer a compelling alternative to traditional advisory firms, emphasizing clarity over complexity, results over hours worked, and practical advice delivered swiftly for CFOs facing critical decisions.The RoleValuations are pivotal to the private equity and mid-market landscape. As such, we are in search of a full-time or part-time Director to lead our valuation function. In this role, you will have the opportunity to cultivate valuation capabilities within a firm that operates uniquely. Collaborating closely with senior leaders, you will help shape our valuation offerings, influence market strategies, and take an active role in expanding our practice as we grow. Our approach is partner-led, technology-enhanced, and aimed at delivering impactful advisory services.ResponsibilitiesOversee tax and transaction valuation engagements, including compliance, reporting, and restructuring.Deliver and evaluate UK tax compliance valuations, covering:Share-based payments and employment-related securities (management incentive plans, growth shares, hurdle modelling, restricted securities, and discount analysis).Capital gains and inheritance tax (market valuations for private company shares, minority discounts, control premiums, and goodwill valuations).Stamp taxes (market value analysis for share transfers and allocation of consideration in complex transactions).Assist in transactions and corporate restructurings, focusing on purchase price allocation and tax basis step-ups.Assess the value of intangible assets, including branding, technology, and customer-related intangibles, while supporting IP migration and exit charge modelling.Provide valuation support for corporate reorganizations, including demergers, hive-downs, group restructurings, and capital reductions.Offer expertise in transfer pricing and international valuation strategies.
Full-time|On-site|London, Greater London, England, United Kingdom
Role overview AlphaSense seeks an Account Manager in Financial Services to join the London team. The focus of this role is to support a portfolio of financial clients, build long-term partnerships, and help clients achieve their business goals using AlphaSense’s search and insights platform. What you will do Manage and expand relationships with financial services clients Identify client needs and align them with the capabilities of the AlphaSense platform Guide clients in using the platform to inform their decision-making Work to deliver positive business outcomes for both clients and AlphaSense Requirements Background in managing client accounts within financial services Strong communication skills and ability to build relationships Comfort working in a results-oriented environment Interest in supporting client success through technology and insights Location This role is based in London, Greater London, England, United Kingdom.
Are you ready to make a significant impact in the technology landscape?Join us as an Infrastructure & Cloud Services Advisor Are you prepared to advance your career to the next level? West Monroe is excited to invite applications for the role of Infrastructure & Cloud Services Advisor at our expanding London office. We seek a professional with experience in IT and public cloud engineering, architecture, security, and/or strategic initiatives to enhance our Technology Transaction Services (TTS) practice, focusing on due diligence for M&A transactions. In this role, you will conduct pre-close IT infrastructure assessments across various sectors including Private Equity, High-Tech & Software, Healthcare, and Financial Services. You will identify vulnerabilities and communicate these findings to client executives through investment summaries, often leading to crucial post-close remediation efforts. This presents a thrilling opportunity to engage within our burgeoning tech M&A practice area, utilizing both IT and advisory skills to influence our clients’ corporate development strategies. As part of our dynamic team in London, you will help shape our office culture and participate in the entrepreneurial journey of expanding a team that is experiencing triple-digit growth (strategy formulation, recruitment, team building, practice development, etc.). Key Responsibilities: Conduct thorough IT infrastructure assessments.Prepare detailed analysis and reports for clients.Collaborate with cross-functional teams on M&A initiatives.Identify risks and recommend solutions for IT security and architecture.Support the growth and development of the London office.
Full-time|On-site|London, Greater London, United Kingdom
Role Summary Join our rapidly expanding Consulting division, collaborating with some of the most prestigious financial institutions worldwide.As a Managing Consultant, you will engage directly with clients, ensuring they benefit from the exceptional consulting services provided by Delta Capita (DC). The ideal candidate will possess a deep understanding of financial services, outstanding problem-solving abilities, experience in project management and business analysis, and the capability to lead, motivate, and inspire teams. A successful background in change management and experience as a senior consultant or in a change role within a financial services institution is essential.To explore our Consulting services, click here Consulting - Delta Capita.
Jellyfish is a global digital marketing agency with teams in technology, creative, media, and data. The company values collaboration and diverse perspectives, bringing together people from different backgrounds to drive innovation and support clients through digital transformation. Jellyfish aims to challenge traditional approaches and build effective media solutions for clients and their audiences. Role Overview The IT Infrastructure Manager will join the global infrastructure team in London. This person manages and improves the production technology environment, focusing on reliability, security, and scalability. The infrastructure includes cloud services, digital asset management platforms, file sharing and collaboration tools (such as Box), and systems that support media operations worldwide. This is a hands-on position involving configuration, incident resolution, and vendor management. The manager works closely with production, creative, and engineering teams to ensure the infrastructure supports the pace and needs of an agile agency. Main Responsibilities Production Infrastructure Management Oversee deployment and daily management of production infrastructure, maintaining high uptime and performance across all environments. Set and maintain infrastructure standards, documentation, and incident response protocols for production systems. Direct capacity planning and scaling strategies to support agency growth and campaign needs. Manage monitoring, alerting, and observability tools to identify and address issues before they affect production. Cloud Services Management Administer cloud environments, including Google Drive and Box, applying best practices for security, cost control, and resilience. Lead cloud migration projects and enhance cloud infrastructure to support agency workflows.
Full-time|On-site|London, Greater London, England, United Kingdom
AlphaSense is hiring a Customer Success Manager focused on Financial Services in London. This role centers on building and maintaining strong client relationships while supporting clients as they use AlphaSense’s solutions to meet their business objectives. What you will do Onboard new clients and guide them through the initial setup process Provide ongoing support to address client questions and ensure satisfaction Work closely with product and sales teams to improve the overall customer experience Who we’re looking for Experience in customer success or client-facing roles Strong knowledge of the financial services sector Interest in helping clients achieve their goals using technology solutions This position offers the chance to make a direct impact on client outcomes and collaborate with teams across AlphaSense.
Location: London, England, United KingdomCompany: Interpath Advisory About Interpath Advisory Interpath Advisory is a financial advisory firm with a focus on agility, independence, and a conflict-free setting for its professionals. The firm supports clients at all stages of the business cycle, from regional SMEs to large multinational corporations, helping them create, defend, and grow value. Financial Services M&A Advisory Team The Financial Services M&A Advisory group maintains strong relationships across the sector, including banks, private equity, diversified funds, and a range of financial businesses. The team has a solid track record with lending platforms, fintechs, servicers, loan brokers, and related organizations. There are plans to deepen expertise in areas such as asset and wealth management and insurance. Key services include: Sell-side and buy-side M&A advice Strategic advisory for clients Equity raises and structured equity transactions (such as structured notes and preference shares) Role Overview: Manager, M&A Advisory - Financial Services Interpath is expanding its Financial Services M&A Advisory team in response to strong market activity in the UK and select European markets. The Manager will play a hands-on role in originating and developing business, supporting senior colleagues in deal execution, conducting sector research, and contributing to team growth. This position involves working closely with senior team members throughout the transaction process. The Manager will contribute to pitches, financial modeling, drafting information memorandums, project management, deal structuring, and transaction execution. Main Responsibilities Oversee and assist with the origination and execution of M&A transactions in the financial services sector Take on significant responsibility and manage multiple deals at once Conduct financial analysis, strategic business assessments, and in-depth industry research Analyze large and complex data sets to deliver insights to clients and colleagues Coordinate and support the preparation of data and marketing materials for transactions Prepare and deliver client presentations clearly and effectively Support and coordinate due diligence processes Stay current on buyers, sellers, Interpath’s services, risks, and the competitive landscape
Programme ManagerLocation: Remote or LondonWe are seeking a seasoned Programme Manager with over 10 years of experience in managing large-scale infrastructure delivery projects, particularly within the Telecom and Financial sectors. The ideal candidate will possess exceptional technical team management skills and a proven track record in stakeholder management.Key Responsibilities:Lead and manage technical teams on extensive deployment projects, ensuring effective execution of rollouts, infrastructure, Data Centre, IT, and new development projects.Serve as a liaison between executives and various staff members within the programme area.Monitor budgets, allocate project resources, and inspire the team to achieve project goals.Regularly issue progress reports and ensure timely completion of deadlines.Establish governance structures, decision-making stage gates, and responsibilities (RACI).Oversee quality assurance delivery throughout the programme lifecycle.Collaborate effectively in a dynamic environment, demonstrating strong teamwork skills.Exhibit self-starter qualities, the capacity to work independently, and adaptability in managing multiple priorities successfully.Possess strong analytical, problem-solving, and decision-making capabilities.
Resillion is seeking a Test Manager to guide digital transformation projects in the Financial Services sector, with a focus on Retail Banking. This position calls for experience managing test strategies and delivery in complex, changing environments. Role overview The Test Manager will oversee testing activities for digital initiatives, ensuring high standards throughout the project lifecycle. The work centers on Retail Banking, supporting teams as they adapt to new technology and processes. What you will do Lead testing efforts for digital transformation programs in financial services Coordinate with project teams to ensure effective test planning and execution Support innovation and continuous improvement in testing approaches Requirements Extensive experience in test management within financial services, especially retail banking Proven ability to manage testing in evolving project environments
Join our dynamic team as a Managing Consultant specializing in Financial Services at Google Cloud. In this role, you will leverage your expertise to drive innovative solutions and help our clients navigate their digital transformation journeys. Collaborate with cross-functional teams to deliver exceptional value and insights, enhancing our clients' operational efficiency and strategic capabilities.
Join PA Consulting as a Managing Consultant specializing in Process Optimization within the Financial Services sector. In this dynamic role, you will lead transformational projects that enhance operational efficiency and drive strategic improvements for our clients. Your expertise will be pivotal in identifying areas for enhancement, developing innovative solutions, and implementing best practices across various financial services.
