Risk & Performance Analyst

Engelhart

ABOUT US Engelhart was founded in 2013 by BTG Pactual Group as a commodities trading company. Our business model is “asset light” and highly diversified – giving us the ability to adapt effectively and nimbly to changing market conditions. We have assembled successful multidisciplinary teams, leveraging advanced fundamental analysis with deep quantitative and weather research capabilities.  Our activities are underpinned by strong risk management practices and by powerful technology and operational excellence. We have exceptional teams with diverse global backgrounds and decades of experience, and are driven by a highly collaborative culture, across products and competencies. In 2024, Engelhart acquired Trailstone, a global energy trading and technology company. The acquisition provides us with new expertise, analytics and proprietary technology which is being used to provide risk management and optimisation services to help maximise the value of our clients’ renewable power. The acquisition also expanded Engelhart’s capabilities into physical natural gas across North America, a critical fuel to support the energy transition. Our talented and experienced individuals work together according to its four company values: Performance, Agility, Collaboration, Entrepreneurship. About the Role We are looking for an experienced Middle Office professional to own and deliver day-to-day support for EU physical natural gas activity. Their remit will cover P&L reporting, storage contracts, imbalance management, and invoicing / settlements, ensuring accurate commercial outcomes, strong control environment, and timely reporting to Trading, Finance, and Operations. This person can expect to interface with Gas Traders & Originators directly, as well as Scheduling/Logistics, Back Office/Settlements, Finance and Risk. This will be a full-time role, owning the following responsibilities: 1. P&L reporting (daily/weekly/monthly) * Produce and explain daily P&L for physical gas portfolios (flow, storage, balancing, transport), including: * Realised vs unrealised, accruals, provisions, and timing differences * Drivers: price moves, volume revisions, FX, fees, losses, constraints * Validate trade capture and market data (curves, indices, FX) and resolve breaks with Front Office and IT. * Support month-end close: reconciliations, journal support, commentary packs, audit trail documentation. * Maintain controls around valuation inputs (indexation, resettlements, true-ups). 2. Storage contracts & nominations (commercial/operational support) * Ensure correct capture of storage fees and optionality components where applicable. * Support dispute resolution on storage statements and fees with counterparties/operators. 3. Imbalance & balancing (TSO / hub-specific) * Provide imbalance reporting, root-cause analysis, and escalation to Trading/Scheduling. 4. Invoicing, settlements & dispute management * Own end-to-end invoicing support for physical gas deliveries and services: * Volume/price validation (index formulas, averaging windows, FX, calendars) * Transmission/storage fees, balancing charges, shaping, losses * Ensure timely issuance/approval of invoices; manage query log and resolve disputes. * Reconcile counterparty statements to internal records and escalate material breaks. * Support credit/collections with accurate contractual and operational evidence. 5. Data, controls & process improvement * Maintain high-quality reference data: points, hubs, TSOs, products, units, calendars, VAT/tax fields (where relevant). * Develop/maintain reporting tools (Excel/VBA, Power Query, SQL, Python - depending on stack).   About You The following experiences and skills are essential for success in this role: * Proven years of experience in EU physical natural gas middle office operations with a strong understanding of physical gas trade lifecycle. * Experienced with storage contract economics and operational constraints. * Comfortable with imbalance/cash-out concepts and allocation processes. * Ability to manage and discuss P&L attribution and reconciliation in a commodities context. * Familiarity with ETRM systems and statement/invoice workflows. * Strong Excel skills (pivoting, lookups; VBA desirable); comfort in handling large datasets. * High attention to detail, with strong analytical and reconciliation capability. * Clear communication, e.g. able to produce concise P&L and operational commentary for traders/finance. * Ability to manage deadlines (daily reporting + month-end) and multiple stakeholders. In addition, the following is not required, but highly desirable for this role: * Hub/market familiarity (e.g., TTF, NBP, THE, PEG) and exposure to TSO processes. * Knowledge of VAT/tax invoicing basics for energy commodities in Europe. * Power BI/Tableau, SQL, Python for automation. * Experience with audit/control frameworks and process documentation.   What we offer * Competitive compensation and participation in Engelhart’s discretionary bonus plan.  * 25 days of annual holiday entitlement, excluding UK public holidays. * Robust benefits package such as medical, dental, life insurance, generous pension contribution, and supplemental benefits partially subsidised by the Company.   * Eligibility to receive external and internal training in accordance with our Training & Development Policy. We believe in inclusivity and are therefore dedicated to ensuring all employees – across gender identity, race, ethnicity, sexual orientation, religion, life experience, background and more – feel welcome and included in the company. We promote diversity because we believe it is essential to our ability to think holistically.

Octopus Legacy

Role Summary The General Manager will work closely with the CEO to lead Octopus Legacy towards its ambition of becoming the UK’s defining brand in estate planning and support after loss. Estate Planning is the core engine of the business - driving revenue, customer growth, brand trust, and long-term value creation. This role carries full end-to-end accountability for the unit’s performance, growth and transformation. The GM will own strategy, commercial performance, operational delivery, people leadership, and customer outcomes. Beyond running the business, this role will lead a critical evolution: transitioning Estate Planning from a predominantly service-led model to a scalable, technology-enabled platform that delivers exceptional customer outcomes and margin strength. You will guide the business through a period of rapid growth and increasing complexity, stabilising and scaling operations, embedding systems and processes for efficiency, and taking full P&L ownership - all while working closely with the founder and executive team to shape the future direction of the business. Key responsibilities * Define and deliver a clear short and long-term strategy for the Estate Planning business that directly supports Octopus Legacy’s broader ambition and growth plans. * Oversee all aspects of the business unit, including revenue, service delivery, and operations. * Take full ownership of commercial and operational performance, translating strategy into clear KPIs, measurable outcomes, and disciplined execution across teams. * Partner with Marketing and New Business to drive viral growth, strengthen the brand, and scale lead generation and conversion.  * Partner with Product and Technology to prioritise and accelerate initiatives that improve systems, tooling, and workflows, driving operational efficiency and scalability. Build a best-in-class technology platform connecting our products and customers. * Develop and manage financial resources, including budgeting, forecasting, and reporting to ensure sustainable growth and success. * Take complex, ambiguous problems and opportunities from definition through to delivery, working ‘hands-on’ across teams to remove blockers, improve ways of working, and embed outcomes. * Maintain rigorous compliance with all legal and regulatory requirements, embedding robust quality assurance and risk management processes. * Build and maintain strong relationships with key internal and external stakeholders — including customers, partners and industry bodies — to strengthen our market position and reputation. * Lead and strengthen our high-performance, customer-first culture during rapid scale (c.150 → 300 team size), reinforcing high standards of accountability, behaviour and results. * Attract, recruit, develop and retain an exceptional team, building succession depth for critical roles. * Anticipate market, regulatory and operational risks, and respond with structured, forward-looking action. * Build the organisational scaffolding required for a scaling business unit — formal enough to ensure clarity and control, but lean enough to maintain momentum and entrepreneurial pace. * Partner closely with the CEO, Board, and HoF team as a trusted senior operator, aligning Estate Planning priorities with company direction while helping to shape that direction. What Success looks like * Successful introduction of new products or service enhancements measured by time-to-market, ROI and customer satisfaction. * A fully embedded, data-led operating cadence with clear accountability and performance visibility across all functions. * High retention of top performers and a strengthened leadership bench across the business unit. Profile & Approach * Proven track record leading and scaling service-led businesses, bringing out strong performance in leaders while modelling accountability and high standards. * Sets ambitious expectations for self and others; comfortable raising the bar and upgrading capability where needed. * Strong commercial acumen and financial fluency, including budgeting, forecasting and advanced Excel skills. * Comfortable leading change and driving clarity, pace and outcomes in ambiguous fast-paced environments.  * Approaches problems structurally - capable of stepping into issues when required, but focused on building systems that prevent recurrence. * High integrity and strong awareness of operating within regulated environments. * Self-starting, with a strong sense of ownership and pace. * Bias toward technology and automation as enablers of scale and efficiency. * Strong product judgement with the ability to refine and expand service offerings. * Operationally rigorous, data-driven and outcome-focused. Our Mission Octopus Legacy is the place to plan for death and find support after loss. When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone. Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one. Death can come between us, leaving mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.  Benefits: * Octopus share incentive scheme. * 27 days holiday + extra day off for your Birthday. * Work from anywhere in the world for up to 4 weeks per year. * Vitality Health & Life Insurance.  * Pension scheme. * Enhanced parental leave. * Free Will & LPAs + discounts on other Octopus services. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising that you do up to £500.  * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog friendly office. * Breakfast every day, snacks and wellness activities. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal.

Okta

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Senior Manager, Customer First Operations, EMEA will play a pivotal role in shaping and scaling our rapidly growing EMEA Customer First organisation. Sitting within our EMEA GTM Operations team, working closely with the Global CX Operations team, this role acts as the primary operational partner for the EMEA VP of Customer First and other senior CX leadership. You will be responsible for establishing and implementing operations rigour and standards for the CX team, spanning Customer Success and Technical Account Management (TAM), while working closely with adjacent teams including Renewals, Support, and Professional Services. In this role, you will design, refine, and continuously optimise our Management Systems, bridging the gap between corporate strategy and regional execution to maximise Net Revenue Retention (NRR). We are looking for an experienced, highly collaborative candidate with a growth mindset, exceptional analytical skills, and an appetite for constant improvement. You will be tasked with integrating the customer journey from sales through to customer success, ensuring that global and local standards are consistently adhered to and operate in support of our aggressive growth targets.  Job Duties and Responsibilities: * Be a trusted operational guardrail: Partner deeply with Global Operations to define and maintain strict consistency across processes, preventing regional drift or siloed operations while ensuring global standards support EMEA growth. * Establish and govern the Operating Rhythm: Maintain and govern the "operating rhythm" of the CX organisation. Ensure critical cadences (e.g. Get Well Plans, Account Reviews, Path to Green reviews, and Leader Cadences) run effectively with 100% execution and high data quality. * Drive Management System Optimisation: Act as the operational owner of the EMEA Customer First Management System. Working closely with the Global CX Operations team to translate strategy into predictable regional execution across three core pillars: KPIs, Standards, and Operating Cadences. * Enable Cross-Functional Handoffs: Actively drive Customer First execution by working with operations peers to improve critical intersections. Optimise the handoffs and alignment between Sales, Renewals, Support, Professional Services, and Customer Success. * Maintain Customer Lifecycle Visibility: Keep an uncompromised view of the broader customer lifecycle through every major phase: Purchase & Plan, Learn, Deploy & Adopt, Use & Grow, Renew & Expand, and Advocate. * Mitigate Risk via "Path to Green": Oversee the execution and accountability of regional "Get Well Plans", tracking Churn Dollars Saved against regional worst-case boundaries to proactively transition at-risk segments back to health. * Shift to Leading Metrics: Drive the regional shift from lagging performance indicators (Renewal & Expansion rates) to leading ones (Stakeholder Expansion, Outcome Attainment, Customer Health targets >80% Green, and Lead Pass generation). * Provide Operational Muscle for Scaling: Evaluate operational experiments (e.g. Key Account initiatives) to test new methodologies, optimise workflows, and scale the organisation efficiently. * Deliver Executive Read-outs: Prepare and lead comprehensive Monthly and Quarterly Business Reviews (MBR/QBR) for regional and global stakeholders, delivering a unified, metrics-driven narrative of EMEA performance. * Manage Documentation Lifecycle: Own the quality, freshness, and accuracy of the internal documentation repository, including playbooks, customer asset standards (SBRs, MBRs, QBRs), and operational frameworks. * Capacity and Coverage Planning: Drive and support the resource planning process to ensure effective and efficient coverage of top priority accounts aligning with aligned coverage strategies and priorities Minimum Required Knowledge, Skills, and Abilities: * Demonstrated experience and success in GTM operations, customer success operations, or revenue operations, preferably within a SaaS and Enterprise business model. * Exceptional analytical and quantitative skills; good with numbers, highly logical in thinking, and capable of driving sound decision-making from complex data. * Deep understanding of the end-to-end customer journey, the enterprise software lifecycle, and business outcome attainment. * Strong proficiency in leveraging AI tools and applications to drive operational efficiency, process automation, and data analysis. * Outstanding collaboration and communication skills (both written and verbal), with a proven ability to partner with cross-functional teams, bridge gaps, and gain buy-in. * A strong growth mindset with an appetite for constant improvement, change management, and navigating high-growth, performance-focused environments. * Extreme attention to detail, specifically regarding data hygiene, governance, and operational rigour. * Deep experience with CRM and CS platforms (e.g. Salesforce.com, Gainsight) and data visualisation/reporting tools. * Proven track record of evaluating operational experiments and implementing successful learnings to optimise workflows. * True team player who is comfortable working with both global and local stakeholders to unify strategies. #LI-Onsite P25439_3488294 Below is the annual salary range for candidates located in the United Kingdom. Your actual salary will depend on factors such as your skills, qualifications, and experience. In addition, Okta offers equity (where applicable), bonus, and comprehensive healthcare coverage and financial benefits including paid time off and parental leave in accordance with our applicable plans and policies. To learn more about our Total Rewards program, please visit: https://rewards.okta.com/gbr. The annual base salary range for this position for candidates located in the United Kingdom is between: £74,000—£101,000 GBP The Okta Experience * Supporting Your Well-Being  * Driving Social Impact  * Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.