Financial Markets Lead Consultant Job at Phaidon International (Singapore)

Experienced Recruitment Consultant - Public Markets

Dartmouth's Public Markets team identifies and delivers industry-leading profess...

Location

United Kingdom , London

Salary:

Not provided

Kernel

Expiration Date

Until further notice

Requirements

Experienced Equities (sell-side or buy-side), Multi-Asset or broader asset management recruiter
Experienced consultant recruiting into another discipline within financial services and looking to join a front-office desk
A demonstrable business development skillset
A good sense of humour
Ability to adapt in a continuously evolving and innovative environment

Job Responsibility

Identifies and delivers industry-leading professionals to our clients, from Analyst level upwards, working mainly on a retained and exclusive contingent basis
Place equity research analysts, multi-asset investment analysts, traders, macro economists and portfolio managers into family offices, fund of funds, hedge funds, asset managers, brokerage firms and investment banks

What we offer

Personalised training from our in-house Performance & Development team
Up to 50% commission
Incentives such as Quarterly High Achiever lunches and trips abroad
Opportunity for international secondment and mobility
Private healthcare, wellness and mental health support including access to free counselling services
International secondment and relocation opportunities
Flexible arrangements, allowing employees the option to work four days in the office

Fulltime

Markets Financial Planning & Analysis, Senior Vice President

This role supports the stress testing processes for Markets businesses, includin...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a quantitative discipline: Mathematics, Sciences, Economics, Management, and Statistics (Master’s degree in an analytical field is a plus)
7-9 years of work experience in financial services or management consulting
Strong understanding of risk management
Knowledge of the Markets industry is a plus
Strong understanding and hands-on experience with econometric and empirical forecasting models
Strong CCAR / DFAST/Stress Testing experience is preferred
Broad understanding of overall business model and key drivers of P&L
5+ years of experience in using analytical packages, datacube/Essbase, Tableau, MS Office (Excel, PowerPoint)
Vision and ability to provide innovative solutions to core business practices
Ability to develop partnerships across multiple business and functional areas

Job Responsibility

Quarterly stress testing process (CCAR, QMMF, Recovery Plan) deliverables for the Markets business
Associated governance activities (Manager Control Assessment, End User Computing, Activity Risk Control Monitoring and its Assessment Units)
Review and challenge existing models, and model outputs to identify areas of improvement relative to portfolio & macro-economic trends
Partner with Finance team to complete requests on financial planning & CCAR/DFAST results and increased integration of credit risk & PPNR results
Collaborate with Risk Modeling, Portfolio and New Account Forecasting, Data and Reporting teams
Create presentations with supportive analysis, storyboard results, and lead discussions with senior management, Lead Finance Officers, Independent Risk
required as part of the business review and effective challenge process
Establish and continually evolve standardized business and submission documentation
Coordinate with Global CCAR Office, drive centralized reporting requirements, and communicate with Auditors and Regulators
Partner with Risk and Finance organization to understand sources of data and continue to improve the process of defining, extracting and utilizing data

What we offer

Equal opportunity employment
Global workforce benefits
Reasonable accommodation for persons with disabilities.

Fulltime

Portfolio Lead

Zennify is seeking a skilled Portfolio Lead to join our team. This leader will h...

Location

United States; Canada

Salary:

150000.00 - 300000.00 USD / Year

Terazo

Expiration Date

Until further notice

Requirements

3 or more years selling Salesforce solutions, preferably including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud
5 to 10 or more years selling SaaS in the Financial Services market, including Wealth Management, Banking, Insurance, Investment, or related industries
Experience selling to both Mid Market and Enterprise accounts
Background working in a consulting environment
Ability to build assets from scratch, including roadmaps, sales materials, marketing content, and strategy solutions
Proven success working in a channel partnership sales model
Strong consultative sales skills and discovery methods
Ability to articulate ROI and build business cases for Salesforce
Track record of meeting and exceeding sales goals, with both individual and team focused mindset
Skilled at handling objections and creatively overcoming obstacles

Job Responsibility

Build and strengthen relationships with Salesforce license teams, and collaborate to engage new potential clients
Cultivate leads and source new opportunities within the Salesforce ecosystem, generating interest in Zennify as a premier Salesforce partner
Understand client business needs and goals
Serve as a trusted advisor and demonstrate the ROI of Salesforce solutions and Zennify’s ability to design and implement them
Lead and manage all phases of the sales cycle, including prospecting, qualification, project scoping, presentation development, SOW creation, and contract negotiation

What we offer

Pawreavement & Pawternity Leave: Two days off of work if you bring a new furry friend home, and two days off of work if you have to say goodbye to one
Unlimited PTO

Global Client Lead

The role- Global Client Lead based in Malmesbury- Mat Cover FTC 12 Months. We wi...

Location

United Kingdom , Malmesbury

Salary:

Not provided

Hogarth

Expiration Date

Until further notice

Requirements

Experience in Client Services industry, working in a marketing, digital agency and/or consultancy environment
Expert Exec client relationship skills – multi stakeholder environment, matrix reporting, industry POV
Strong growth mindset with a motivation to meet specific financial targets
Demonstrated ability to grow revenue through organic growth and new business
Strong business and financial acumen
Ability to write clear, cohesive and focused client comms including strategic presentations with strong storytelling skills. Also mentoring BDs and Sr ADs to further develop these skills
Ability to build partnerships across disciplines, networks and teams
Authentically passionate about great work, teams and business
Curiosity and insatiable need for continual learning that is infectious

Job Responsibility

Growth and account planning
Relationship management
Collaboration
Leadership
Financials

Fulltime

Program Management Lead

The Markets Data Lead (VP-C13) is a pivotal role within the Markets Program Mana...

Location

Canada , Mississauga

Salary:

111600.00 - 161600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

Proven experience in defining and implementing significant Business Transformation or Data projects within a global financial institution or consulting firm
Demonstrable expertise in managing and executing complex data programs, including data sourcing, transformation, enrichment, and governance
In-depth knowledge of Capital Markets products (e.g., Commodities, Equities, Fixed Income, FX / Currencies, Prime, Rates, Collateral, Clearing)
Extensive exposure to Data Domains and advanced Data Management concepts (e.g., Lineage, ADS, Master Data, Data Quality Controls, Insights)
Strong business analysis and problem-solving capabilities
Exceptional organizational skills with proven ability to lead and manage initiatives through direct and matrix reporting lines
Expertise in project and program management, including end-to-end planning and risk management
Superior verbal and written communication skills
Bachelor's degree in business, data or information management related discipline preferred or equivalent experience in related field

Job Responsibility

Drive the establishment of robust business data requirements, ensuring alignment with external regulatory commitments
Lead stakeholder engagement and relationship management across key internal and external organizations
Develop and deliver clear, concise, and impactful executive-level communications and progress reports
Oversee the implementation and interpretation of Citi Data Governance Policy within Markets
Manage and deliver multiple data initiatives, encompassing data requirements, issues management, data quality rules, lineage, and taxonomy
Proactively identify, manage, and escalate risks, issues, and dependencies
Effectively manage ad-hoc requests, project planning, and communications

What we offer

Well-being support
Growth opportunities
Work-life balance support

Fulltime

Founding Value Consultant

Intercom is seeking a Founding Value Consultant to elevate how we quantify, arti...

Location

United States , Chicago

Salary:

226125.00 - 270094.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

5+ years in value consulting, management consulting, sales engineering, or a similar role, ideally in SaaS with AI experience
Strong understanding of financial modeling, ROI analysis, and executive communication
Clear, concise communicator who can simplify complex ideas for senior audiences
Experience working with cross-functional teams, especially Sales, Customer Success, and Product Marketing
Curiosity about how AI is reshaping customer support—and a desire to help companies adopt it in practical, measurable ways
Proof of eligibility to work in the United States

Job Responsibility

Leading Strategic Value Engagements
Run discovery sessions and workshops with prospective and existing customers to surface priorities, quantify metrics that matter, and build compelling business cases
Craft ROI analyses, TCO comparisons, and scenario-based models that accelerate sales cycles and increase deal size
Participate in executive meetings to deliver clear, credible value narratives that resonate from operational stakeholders to the C-suite
Value Realization & Impact Tracking
Develop frameworks to benchmark adoption KPIs and measure ROI post-implementation
Partner with Sales and Customer Success to embed value planning into onboarding, QBRs, and renewal conversations
Create a library of customer outcomes and success stories to amplify Fin’s impact
Report on the impact of Value Engineering initiatives internally, providing insights and data to inform strategic decision-making
Collect and analyze case studies with measurable ROI metrics, mapping them to our ROI models

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews - great work is rewarded!
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family!

Fulltime

Senior Consultant

We are seeking dynamic Senior Consultants within frog’s Customer Experience (CX)...

Location

United States , New York

Salary:

120000.00 - 150000.00 USD / Year

frog

Expiration Date

Until further notice

Requirements

5+ years of relevant experience in two or more of the following areas: Strategy consulting: designing growth strategies, go-to-market plays, and business transformation programs
Marketing, sales, or service strategy & activation: Experience either in agency or in-house defining marketing campaigns/strategies, customer segmentations, sales growth strategies, contact/service center expertise, or similar to help a brand reach and deliver their customer experience in the right channel, at the right time, and with the right message
Transformation & operating model strategy: Experience creating and/or leading pillars of Customer Experience / Marketing transformation strategy, defining digital or functional operating models, and considering the people/process/technology impacts of market changes on organizations
Innovation & design strategy: Experience applying customer insights, design methods, and experimentation to develop new products, services, and business models
Commercial/financial modeling: Proficiency in business case development and revenue modeling
Demonstrated successful engagement into the delivery of digital projects and services to a variety of industry clients
Experience in working on solutions for Financial Services, or Consumer Products would be highly advantageous
Ability to communicate complex ideas clearly at a management level, with excellent written and oral presentation skills
fluent in English
Highly structured and conceptual mindset coupled with strong quantitative and analytical problem-solving aptitude

Job Responsibility

Conduct market & competitive analysis to identify trends, white space opportunities, and competitive positioning
Conduct qualitative and quantitative customer research to uncover needs and validate opportunities
Synthesize research into clear, compelling insights and client presentations that drive executive decision-making
Engage with clients through workshops, stakeholder interviews, strategic discussions and in mixed-team models
Contribute to business development efforts through research, proposal development, and strategic recommendations

What we offer

Flexible work
Healthcare including dental, vision, mental health, and well-being programs
Financial well-being programs such as 401(k) and Employee Share Ownership Plan
Paid time off and paid holidays
Paid parental leave
Family building benefits like adoption assistance, surrogacy, and cryopreservation
Social well-being benefits like subsidized back-up child/elder care and tutoring
Mentoring, coaching and learning programs
Employee Resource Groups
Disaster Relief

Fulltime

Senior Data Solutions Consultant

As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most comple...

Location

United States , New York

Salary:

112000.00 - 175000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
Expert in Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
Exceptional communication skills with the ability to translate technical concepts into business outcomes
Creative problem-solver who operates with ownership and accountability in ambiguous environments
Works effectively across teams and functions to deliver measurable impact
Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
Thrives in a fast-paced environment with evolving priorities and global stakeholders

Job Responsibility

Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

What we offer

bonus
equity
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Fulltime

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Financial Markets Lead Consultant

Job Description

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