Leading the credit risk strategy oversight team and owning the delivery of independent oversight and assurance plans.
Supporting the team in reviewing credit strategy and product changes, highlighting key risks and influencing decisions.
Partnering with colleagues to support credit strategy changes, including new product launches and ensuring risk appetite is met.
Monzo is on a mission to make money work for everyone, waving goodbye to complicated traditional banking. After starting as a prepaid card, they have grown, now offering personal & business bank accounts, joint accounts, and credit cards with more to come.
Provide senior-level compliance consulting services to investment advisors.
Manage ongoing client relationships and deliver high-quality service.
Serve as a senior subject matter resource for consultants across the organization.
Comply is a leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Provide onboarding documentation to prospective Advisors.
Obtain and review completed onboarding documentation while providing guidance.
Ensures compliance with industry rules and platform policies.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 with locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Build stronger reporting, controls, and audit readiness.
Improve margins with the CEO, Board, and sponsor.
Urrly is a PE-backed global professional services company serving healthcare and life sciences clients. They help pharmaceutical, biotech, and scientific teams turn complex medical information into clear strategy, education, and communication programs.
Lead the structuring, negotiation, and execution of debt facilities.
Manage relationships with existing lenders and develop materials for ongoing communication.
Conduct market research to benchmark Clara's debt terms against industry peers.
Clara is the fastest-growing company in Latin America and has built the leading solution for companies to make and manage all their payments. They help over 20,000 large and growing businesses operate with agility and financial clarity. They are certified as a Great Place to Work and have a product-led, high-talent-density culture — designed for builders who raise the bar.
Identify and cultivate relationships with borrowers to drive consistent deal flow.
Lead the full placement process: structuring capital stacks and negotiating term sheets.
Translate real-time capital markets conditions into actionable guidance for clients.
WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.
Serves as strategic leader responsible for end-to-end performance of Pathward’s energy portfolio.
Partners closely with senior leadership, credit, treasury, and external partners to drive disciplined origination.
Provides leadership across syndicated and non-syndicated transactions, including deal structuring and capital strategy.
Pathward is a financial empowerment company increasing financial availability, choice, and opportunity for all. They remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
Connect small business owners with funding solutions nationwide.
Introduce owners to revenue-based funding for operations, growth, and more.
Earn commissions by sharing a referral website and assisting clients.
ASSIST Business Solutions transforms challenges into actionable systems, driving growth and clarifying vision. With a focus on simplifying operations and strengthening teams, they equip businesses across diverse sectors with the tools for sustainable success.
Responding promptly and accurately to client and adviser queries, analysing and owning enquiries or escalations.
Investigating and resolving issues end-to-end, ensuring high-quality and timely client responses.
Building strong, collaborative relationships across the DC business, developing a network of key contacts.
Legal & General (L&G) is a leading UK financial services group and major global investor, safeguarding people’s financial futures since 1836. They are one of Europe’s largest asset managers and a major global investor across public and private markets, aiming to work synergistically with their Institutional Retirement and Retail divisions.
Own end-to-end strategic relationships with APAC's largest capital allocators.
Build the APAC lender and borrower book across Greater China, Hong Kong, Singapore, Korea, and Japan.
Source, scope, and structure bespoke deals by coordinating directly with Curators.
Morpho is a leading Decentralized Finance (DeFi) lending protocol. They raised millions from Ribbit Capital, a16z crypto, Coinbase Ventures, and others to build an open lending network, experiencing explosive growth with over billion in deposits.