Investment Advice Associate Job at Brewin Dolphin (Dublin)

Investment Banking Associate I - Capital Structure Advisory

Play an integral role in the department's activities with a high level of respon...

Location

United States , Palm Beach, Florida

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Accounting (Required)
Bachelor’s: Business Administration (Required)
Bachelor’s: Finance (Required)
General Experience - 3 to 6 years
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills
Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements
Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations

Job Responsibility

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team
Formulating new business proposals
Developing company forecasts and valuations
Evaluating merger and acquisition scenarios
Preparing documents related to the public issuance of stock
Develop and/or deliver a plan for significant aspects of the financial management and/or control process
Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite
Undertake tactical risk modeling
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business
Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice

Fulltime

New

Business Development Manager (Corporate & Funds)

We are seeking an experienced and commercially aware Business Development Manage...

Location

Jersey , Jersey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

Relevant qualifications and 7 years + experience in BD within a legal or professional services environment with evidence of operating credibly with senior stakeholders and delivering commercially meaningful business development outcomes
Strong commercial understanding of the legal / professional services market and the Corporate / Investment Funds markets, including familiarity with relevant clients, intermediaries, products, competitive dynamics and market trends, with the ability to translate that understanding into focused BD opportunities and partner advice
Evidence of developing and implementing commercially focused, effective BD plans, campaigns and client targeting programmes
Strong verbal and written communication skills, with the confidence and judgement to build trusted relationships and influence stakeholders across different seniority levels and jurisdictions
Confidence in meeting and networking with clients, intermediaries and senior professionals in relevant banking and finance markets
A strong team player with a collaborative, intelligent, proactive, hands on and pragmatic approach – willingness to actively contribute to both strategy and delivery and share best practices
Strong problem solving and analytical abilities
Excellent level of attention to detail, project management skills and the ability to manage multiple workstreams across jurisdictions
Strong capability in CRM systems, reporting and BD technology is required, with confidence in using data, digital tools and new technology to improve efficiency, targeting and BD effectiveness
High proficiency in all aspects of Microsoft Office is required with openness to BD tech tools and continuous improvement, including approved AI-enabled ways of working where appropriate, and contribute to the adoption of more effective and scalable BD processes

Job Responsibility

Work with the European Head of BD and the global BD service line leads, partners, senior lawyers and relevant BD colleagues to develop and implement client focused Corporate and Investment Funds BD plans for the Jersey and Guernsey offices
Support annual planning, budgeting and prioritisation for the service lines in these jurisdictions, ensuring activity is aligned with commercial objectives and market opportunities
Proactively identify, qualify and help progress new business opportunities, including cross-practice and cross-jurisdictional initiatives with related teams across Ogier Legal and Ogier Global
Monitor delivery of agreed activity, track spend against budget and report on progress, outcomes, return on investment and lessons learned
Develop and maintain effective target, client and intermediaries lists for the service line, helping partners and senior lawyers identify priority prospects, intermediaries, client opportunities and market gaps and use these to support focused partner outreach and trip planning
Produce high quality distribution lists for client mailers, thought leadership campaigns, event invitations and targeted intermediary communications
Support commercially focused BD trip planning, including target setting, meeting strategy and messaging, priority introductions, pre-trip briefing and post-trip follow-up to maximise relationship and business development outcomes
Work with the wider BD team to facilitate introductions and cross-selling
Working with the partners, Head of BD Europe and service line leads, own the BD strategy around priority Corporate and Investment Funds conferences, sponsorships, seminars and webinars, including target audience planning, messaging, partner briefing, follow up and ROI assessment, working closely with the central events, brand and marketing communications teams – these include IBA Private Funds conference and Guernsey Funds Forum
Work with the central events team to ensure agreed corporate hospitality events, seminars and webinars are highly targeted and delivered professionally, on budget and in tune with internal best practices

Fulltime

New

Assistant Director of Admissions, Transfer Application Review

Under the general supervision of the Associate Director of Admissions, the Assis...

Location

United States , La Jolla

Salary:

90000.00 - 111300.00 USD / Year

UC San Diego

Expiration Date

July 08, 2026

Requirements

Experience conducting independent and unsupervised individual evaluations and assessments, and providing admission counseling for pre-admission applicants who have been admitted, deferred, or currently registered, high school and community college counselors, college advisors, directors of advising, military recruiters, and others
Advanced and comprehensive knowledge of academic programs, including curricula, admissions requirements, and financial aid programs, at colleges / universities and specifically at UC. Knowledge of global issues as they pertain to transfer students pursuing higher education in the United States
Expert knowledge of federal data privacy policies (such as FERPA) and records retention mandates, with the ability to rapidly interpret complex institutional policies (such as UCOP and UCSD regulations). Demonstrated ability to establish, audit, and enforce processing protocols that ensure total data integrity and the secure handling of official student transcripts and coursework validation
Advanced knowledge of tertiary-level foreign credentials, secondary school records, study abroad programs and policies, and the knowledge of major educational systems of the world. Demonstrated experience researching, analyzing and interpreting documents from foreign educational systems, including transcripts, grading systems and curricula. Proven ability to recognize inconsistencies in academic records, specifically in the areas of falsification, duplication of course content and repetition
Advanced knowledge and understanding of UC, and the ability to interpret and communicate policies and procedures to prospective students and the public. Knowledge of University policies and procedures relating to the Registrar, financial aid, student affairs, academic departments and Colleges. Proven ability to provide expert advice on transfer admissions to other admissions staff, students, parents, high school and college counselors, and the general public
Advanced knowledge of project management, including program design, implementation, and evaluation. Knowledge of human resources management policies with the ability to monitor, evaluate, and document human resources issues and performance. Ability to manage budgets, provide accurate accounting of expenditures, analyze and interpret reports, and formulate recommendations. Ability to analyze data, including return on investment, to assess the efficacy of evaluation, outreach, and recruitment programs
Advanced knowledge and experience working with a diverse student population. Ability to interact effectively with a diverse group of staff on campus, and off-campus counselors, administrators, multicultural and non-traditional students populations
Proven skill to independently plan, monitor, and evaluate high-volume processing workflows and staff performance. Demonstrated ability to utilize specialized tracking tools to identify operational gaps, target inefficiencies, and implement process adjustments that ensure productivity and business continuity
Advanced ability to establish and maintain cooperative relationships with schools, universities, community organizations, and other institutions
Advanced ability to develop recruitment programs and design effective materials. Ability to organize, plan, and implement information, outreach, and recruitment programs for transfer students, counselors, and parents

Job Responsibility

Responsible for planning, design, and implementation of all activities related to the review of transfer applications, processing of transcripts and test scores, validation of student records and awarding academic credit for coursework from two and four year institutions and exams
Implementing training and certification along with quality control measures
Oversee the day-to-day operations, monitor progress and make recommendations on program improvements
Train, supervise, and determine the goals and expectations of subordinates responsible for executing tasks associated with reviewing undergraduate applications for admission
Recruiting, hiring, and training a team of temporary data entry support staff, student assistants, and external application reviewers
Implementing policies that directly affect subordinate staff
Participate in the development and implementation of complex policies and procedures
Maintain knowledge of industry best practices
Represent the Office of Admissions in meetings and committees
Counsel and advise the public on admission-related issues

Fulltime

New

Policy and Regulation Manager - Network Infrastructure

Policy and Regulation Manager - Network Infrastructure. Energy policy specialist...

Location

United Kingdom , London

Salary:

Not provided

Zenobē

Expiration Date

Until further notice

Requirements

At least 5 years’ experience working in energy policy
A strong understanding of recent clean energy and transport policy (e.g., the Review of Electricity Market Arrangements, Reformed National Pricing, Long Duration Energy Storage policy, Capacity Market reform, Balancing Mechanism reform)
Experience of working collaboratively to research and write long-form policy documents (such as consultation responses and policy reports)
Experience of working in a fast-moving working environment
An established network in the energy policy space
A good understanding of the UK’s political landscape and processes (e.g., policy consultations, parliamentary questions, and select committees)
An understanding of finance and investment in energy
A passion for climate policy
Excellent writing skills
Strong verbal communication and presentation skills, and the confidence to represent Zenobe at external events

Job Responsibility

Monitoring and analysing policy and regulatory developments
Engaging with external stakeholders - including political decision-makers, civil servants, local and national organisations, trade associations and consultants
Advocating for policy frameworks that enable the growth of battery energy storage
Keeping track of evolving energy policy, regulation and market reforms affecting BESS
Leading in the development of Zenobē’s energy policy positions
Drafting responses to energy policy consultations and inquiry submissions
Attending industry code modification and working groups that are important to energy storage
Drafting Zenobē policy statements on supply chains, environment, health and safety, and quality
Supporting in internal markets with NI such as Germany on policy and regulatory development as and when required
Leading on public affairs work across the Network Infrastructure division

What we offer

Up to 33% annual bonus
25 days holiday, increasing with length of service up to 30 days, plus bank holidays
Private Medical Insurance
£1,500 training budget per year
EV Salary Sacrifice Scheme
Pension scheme, up to 8% matched contributions
Enhanced parental leave
Cash back health plan

Fulltime

Bpl Relationship Manager

Join us at Barclays as a Relationship Manager working within the South Mid Corpo...

Location

United Kingdom , Northampton

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Knowledge of industry trends and market developments
Understanding and experience in Payments
Relationship management and interpersonal skills to include, experience in achieving credibility and building strong client relationships at all levels
Negotiation skills and a successful track record of increasing business performance amongst clients with the ability to negotiate at strategic level and ‘close a deal’ successfully with maximum business benefit
Influencing ability and ability to adapt and prioritise in a fast-paced environment

Job Responsibility

Management of client relationships to identify the client's financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

Fulltime

Commercial Technology Associate

A highly regarded international law firm is seeking a Commercial Technology Asso...

Location

United Kingdom , London

Salary:

110000.00 - 120000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor status or equivalent
Between 3 and 6 years’ PQE
Previous Commercial Technology experience is essential
Strong experience drafting and negotiating commercial and technology agreements
Knowledge of data protection and privacy legislation would be advantageous
Experience advising on technology projects, outsourcing arrangements or digital transformation initiatives
Excellent drafting, negotiation and communication skills
Strong commercial awareness and business understanding
The ability to manage multiple matters and deadlines effectively
A proactive and client-focused approach

Job Responsibility

Advising on a wide range of commercial contracts and technology agreements
Drafting and negotiating SaaS, software licensing, cloud services and managed services agreements
Advising clients on digital transformation and technology implementation projects
Supporting clients on data protection and information governance matters
Advising on outsourcing, procurement and strategic commercial arrangements
Assisting businesses with AI, emerging technologies and digital innovation projects
Supporting technology transactions, corporate deals and investment activities
Advising clients across multiple sectors including technology, financial services, retail, healthcare and professional services
Building and maintaining strong client relationships
Delivering commercially focused and practical legal advice

What we offer

Pension
Healthcare
Flexible and hybrid working arrangements
Competitive salary and benefits package
Excellent training and development opportunities
Clear progression pathway
Strong support from experienced Partners and senior lawyers
High levels of client contact and responsibility
Exposure to innovative and rapidly evolving areas of law

Fulltime

Pensions Associate

A leading global law firm is seeking an ambitious Pensions Associate to join its...

Location

United Kingdom , London

Salary:

130000.00 - 140000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor status or equivalent
Ideally 3–6 years’ PQE
Previous pensions law experience is essential
Experience advising on pensions investments, governance and/or buy-ins and buy-outs would be highly beneficial
Strong technical legal ability
Excellent drafting and communication skills
A commercial, client-focused approach
The ability to manage responsibility within a supportive team environment
A proactive, motivated and collaborative attitude
Genuine interest in developing a long-term career within pensions law.

Job Responsibility

Advising pension fund trustees and sponsoring employers
Supporting clients on ongoing pension schemes and end-game projects
Advising on DB scheme buy-ins and buy-outs
Supporting DC bulk transfers and master trust arrangements
Advising on pensions governance and investment-related matters
Working closely with tax, investment, employment and pensions colleagues
Providing clear, commercial and technically accurate advice to clients
Keeping clients updated on legal and regulatory developments
Supporting senior lawyers on complex and high-value pensions matters
Maintaining strong client relationships through regular contact

What we offer

Benefits
Pension
Healthcare
Flexible working options
Excellent internal and external training opportunities
Clear opportunities for professional development and progression

Fulltime

Wealth Planner

Join us as a Wealth Planner, where you'll play a key role in helping clients sha...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised financial planning qualification at RDR Level 4 or above
A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client
Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection
A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Gain access to wellness rooms, gyms and mental health support
Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions
Modern spaces designed for teamwork and brainstorming
There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering

Fulltime

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Investment Advice Associate

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