Client Asset Operations (CASS) Graduate

Trading 212

OUR MISSION IS TO ENABLE EVERYONE TO BUILD WEALTH We reinvent how trading and investing work by creating exceptional products people love. Fostering a culture of excellence and high velocity is the key to our success. Тoday, we serve over 5 million clients, with more than €30 billion in assets under management - a testament to the scale and trust we’ve built in just a few years. THE ROLE The CASS Governance & Oversight Manager plays a critical role in ensuring the effective governance, oversight, and ongoing compliance of Trading 212’s Client Assets (CASS) framework. Operating within the CASS team which is a first line of defence team. The successful candidate will provide independent challenge, structured oversight, and assurance over CASS processes, controls, and third-party arrangements. WHAT YOU’LL DO   CASS Control Framework & Oversight * Support the effective oversight of the firm’s CASS control framework, ensuring compliance with FCA Client Assets Sourcebook (CASS) requirements. Provide independent challenge over the design and operation of CASS controls, processes, and systems. * Support the ongoing development and embedding of a strong CASS culture across the business. Ensuring a pragmatic and collaborative approach to oversight. * Act as a key point of contact for CASS-related queries and escalations. * Support the monitoring of daily, weekly, and monthly client money and custody asset reconciliations, escalating breaks or anomalies to the UK Head of CASS in a timely manner. * Assist in identifying control gaps through regular CASS health checks and thematic reviews, and support the tracking of remediation actions to completion. Incident & Breach Management * Oversee the identification, assessment, investigation, and remediation of CASS incidents and breaches. * Coordinate root cause analysis and ensure appropriate corrective and preventative actions are agreed, tracked, and completed. * Support regulatory notifications and engagement with the FCA where required. * Maintain accurate and complete CASS incident and breach records. * Work with 2nd and 3rd line colleagues on a coordinated response to incidents. CASS Committee Management * Own and manage the CASS Committee calendar, agenda planning, and paper submissions. * Prepare, review, and challenge CASS Committee packs, ensuring clear reporting of risks, incidents, KPIs/KRIs, and action tracking. * Track committee actions to completion and provide status updates and escalation where necessary. KPI / KRI Collation & Reporting * Maintain, and oversee the collation of CASS Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs). * Analyse trends, emerging risks, and control weaknesses, providing clear management insight. * Produce regular management information and governance reporting for senior stakeholders. Third-Party Oversight & Management * Oversee CASS-relevant third-party relationships, including banks, custodians, and service providers. * Coordinate due diligence reviews, ongoing monitoring, and oversight activities. * Manage third-party portal access, acknowledgement letters, Powers of Attorney (POAs), and contractual documentation. * Ensure appropriate escalation and remediation of third-party CASS risks and issues. Agreement Review * Review and assess CASS-relevant agreements to ensure compliance with regulatory requirements. * Provide oversight and challenge over contractual changes impacting client money or custody arrangements. * Work closely with Legal and Procurement teams to ensure CASS considerations are appropriately embedded. CASS Controls, Documentation & Procedures * Own and maintain CASS control documentation, including control maps, oversight frameworks, and evidencing standards. * Oversee the drafting, review, and maintenance of CASS policies and procedures, ensuring they remain accurate and up to date. * Support internal and external audits, regulatory reviews, and assurance activities. * Maintain and keep current the CASS Resolution Pack (CASS 10), coordinating updates with Operations, Finance, and Technology as the business evolves. WHAT YOU NEED TO HAVE * 5+ years experience in a CASS oversight role within first or second line of defence or within an audit practice. * Strong working knowledge of FCA CASS rules (Client Money and/or Custody). * Experience in governance, oversight, assurance, or audit-style reviews. * Strong stakeholder management skills with the ability to challenge constructively. * Excellent written and verbal communication skills. * Strong organisational skills and attention to detail. * Audit or assurance background (internal or external). * Experience supporting regulatory interactions or audits. * Strong Excel, data analysis and SQL skills. * Experience producing management information and governance reporting. WHAT WE OFFER: * Challenges that will help you grow and realize your potential fast. * Opportunity to make a significant impact - you will build innovative services used by millions of investors to build wealth. * Work with smart, spirited, helpful, high-performing colleagues with a common goal. * An environment where nothing is set in stone. * Appreciation for your talent and ideas. * Generous remuneration package Are you ready to accelerate your career with us? We'd love to hear from you! We process applicant data confidentially and in accordance with applicable data protection laws. We may use AI-powered tools to help review applications, but all hiring decisions are made by our human recruitment team. Where required by law, we rely on your consent to use these tools. You may withdraw this consent or exercise your data protection rights at any time by contacting us.

NextEnergy Group

THE ROLE We are seeking an experienced Asset Operations Analyst to join WiseEnergy’s Asset Operations Team to manage revenues, contracts, insurance, ESG and provide to regulatory and statutory compliance management for solar energy assets in Chile for maternity cover.   KEY RESPONSIBILITIES This will be an integral role in the WiseEnergy team, including:   * Contract management i.e. renewals, tendering, issuing notices, obligations, etc. related to individual solar farm companies  (SPA, Lease, PPA, O&M, EPC, etc) and understanding of lender requirements associated with contracts.  * In coordination with the Finance team, support the projects operational budgets and required reforecasts.   * Management of regulatory compliance submissions   * Monthly, or as required, client reporting   * Ensure compliance with environmental, social, governance (ESG) and community relations obligations and requirements.  * Work closely with the technical team to understand and strategically resolve technical issues.   * Management of insurance claims.   * Management of land lease agreements and relationships with landlords   * Support ongoing asset onboardings  * Approvals of contractual invoices  SKILLS & COMPETENCIES To be successful in this role, you will demonstrate: To be successful in this role, you will demonstrate:    * Time management & prioritization skills - things can get a little hectic, so the ability to effectively manage yourself and your workload is critical.  * Strong critical thinking, problem-solving skills and an eye for detail.  * Excellent interpersonal and communication skills in English and Spanish - you must be able to organise your thoughts in a way that others find clear and compelling. You will be expected to together well-written, grammatically correct emails and other communications. When communicating verbally – whether over the phone, on video calls, in person or in meetings – you will need to be articulate, warm, and engaging and sometimes need to negotiate.  * Flexibility - being an effective team player means being flexible in your approach and open to getting involved with new things, even if they are not spelled out in your job description.  * Intellectual Curiosity – Commercial management is a broad and nuanced field, and we are looking for someone who is truly interested in our profession and has the intellectual curiosity to delve deep into topics and bring fresh ideas to the team.  * IT Literacy - you need to be comfortable with IT systems and working with data (you should have at least intermediate-level excel)  * Delivery focus – it may sound obvious, but the ability to proactively churn through work at pace and deliver quality outputs really matters.  * Passion for our mission ‘to generate a more sustainable future by leading the transition to clean energy.  * Our values: be a leader, build trust, be responsible, be innovative and ‘bring your alpha’.  EXPERIENCE & QUALIFICATIONS  * Educated to degree level (economics, social sciences, law are good backgrounds for the role).   * Minimum of 3-5 years experience in renewable energy space (preferably solar)  * The right to work in the UK or Spain.  WHAT WE OFFER * A busy role in a supportive team, with plenty of opportunities to learn * International scope – we operate in over 8 countries * Healthcare * Annual discretionary bonus. HOW TO APPLY If you are interested in this opportunity, please follow the link to apply or send your application to careers@nextenergygroup.com. If you have been shortlisted for the next stage, we will be in contact within 14 days.  By selecting “Apply” or sending us your CV, you indicate you have read and acknowledged NextEnergy Group’s Candidate Privacy Notice. DIVERSITY AND INCLUSION Our approach to diversity and inclusion is a natural extension of our values. Our entrepreneurial culture inspires us to try new things, be open to different viewpoints and be bold. Our Group is committed to cultivating and preserving a culture of connectedness that values difference and gives space for individual expression. The collective sum of our individual differences, life experiences, knowledge, innovation, self-expression, and talent and hard work form the bedrock of who we are and who we aspire to be. We are committed to equal employment and advancement opportunity irrespective of race, color, ancestry, social background, religion, gender, national origin, sexual orientation, age, citizenship, marital status, disability and gender identity. ABOUT US NextEnergy Group was founded in 2007 to become a leading market participant in the international solar sector.  Since its inception, it has been active in the development, construction, and ownership of solar assets across multiple jurisdictions.  NextEnergy Group operates via its three business units: NextEnergy Capital (Investment Management), WiseEnergy (Operating Asset Management), and Starlight (Asset Development).  NextEnergy Capital manages the Group's investment activities and has invested in over 520 solar plants, exceeding 2GW in capacity across its institutional funds. * NextEnergy Solar Fund (NESF): Listed on the London Stock Exchange, NESF manages 102 solar and energy storage assets in the UK and Italy, with a total installed capacity of 983MW and a gross asset value of £1,014m. * NextPower II (NPII): A private fund of 105 solar plants (149MW) focused on Italy, successfully divested in January 2022, delivering net IRRs exceeding its 10-12% target. * NextPower III ESG (NPIII ESG): A private fund targeting solar infrastructure in OECD countries (e.g., US, Spain, Italy), with $896m raised, exceeding its $750m target. * NextPower UK ESG (NPUK ESG): A private fund dedicated to new-build solar plants in the UK, with ~£600m raised. * NextPower V ESG (NPV ESG): A private OECD solar fund investing in solar and adjacent technologies like battery storage. To date, it has raised $745m, targeting $1.5bn ($2bn ceiling). WiseEnergy® is NextEnergy Group’s operating asset manager.  WiseEnergy is a leading specialist operating asset manager in the solar sector.  Since its founding, WiseEnergy has provided solar asset management, monitoring, technical due diligence and under construction services to over 1,500 utility-scale solar power plants with an installed total capacity in excess of 3.4 GW.  WiseEnergy clients comprise leading banks and equity financiers in the energy and infrastructure sector.   Starlight is NextEnergy Group’s development company that is active in the development phase of solar projects.  It has developed over 100 utility-scale projects internationally and continues to progress a large pipeline of c.10GW of both green and brownfield project developments across global geographies.  NextSTEP is the venture capital fund of NextEnergy Group, dedicated to investing in innovative startups in the field of environmental sustainability. The fund primarily focuses on investments in Italy and the United Kingdom but also extends its reach to the rest of Europe and the United States, targeting startups in the pre-seed and seed stages. NextSTEP pays particular attention to emerging entities from incubators, startup accelerators, universities, and research centers, supporting projects that address global challenges in crucial areas such as Climate Change, Energy Transition, CO2 Capture and Sequestration, Circular Economy, Sustainable Cities, Sustainable Mobility, Sustainable Fashion, Waste Management, Water and much more.  NextEnergy Foundation is a non-profit organisation founded in 2016 by the NextEnergy Group that operates internationally and whose mission is to proactively participate in the global effort to reduce carbon emissions by providing clean energy sources in regions where they are not yet available and thereby contributing to poverty reduction. As the main sponsor of this foundation, the NextEnergy Group donates at least 5% of its consolidated net profits each year. The NextEnergy Foundation has no overhead costs and therefore 100% of the funds raised go to donations for the various projects. Since 2016, in 8 years of operation the foundation has donated more than £1.2 million, supporting over 30 projects in 27 different countries around the world.

Alpha FMC

ROLE OVERVIEW Alpha FMC is a specialist consulting firm focused on digital and operational transformation for Asset and Wealth Management, Alternative Investments, and Insurance clients worldwide. Our EPM practice is a fast-growing, collaborative team delivering high-quality solutions across platforms including Anaplan, Pigment, and Workiva. The Solution Architect is a senior technical and client-facing role responsible for leading EPM design and delivery. You will shape architectural approaches, lead model-building teams through agile delivery, and serve as the primary technical voice with clients. This role operates at Manager or Senior Manager level within the EMEA EPM practice. Please note, we are not accepting agency submissions for this role at this time.  ROLE AT A GLANCE LEVEL MANAGER OR SENIOR MANAGER PLATFORM FOCUS ANAPLAN AND/OR PIGMENT (PRIMARY); BROADER ALPHA EPM PLATFORM EXPOSURE EXPECTED TEAM GLOBAL EPM PRACTICE, EMEA-BASED CLIENT SECTORS ASSET MANAGEMENT, PRIVATE MARKETS, REAL ESTATE, WEALTH MANAGEMENT, INSURANCE TRAVEL CLIENT OFFICES IN LONDON AND OCCASIONAL EMEA TRAVEL   RESPONSIBILITIES PRE-SALES SUPPORT You will contribute to pre-sales activities including building and presenting platform demonstrations, either personally or by directing a model builder. You are expected to develop deep familiarity with Alpha's accelerator models for Asset Managers, Real Estate, Private Markets, and Workforce Planning, through active engagement with the wider EPM community. SCOPE DEFINITION AND DISCOVERY You will own project scoping from initial discovery through to sign-off. This involves: * Leading discovery sessions with client stakeholders to surface current-state processes, systems, and data flows * Documenting business and functional requirements with precision * Producing workflow and process diagrams of existing and future-state operations * Identifying integration dependencies and assessing enterprise-level system alignment * Flagging scope risks early and communicating them directly to the Project Manager and client representatives SOLUTION DESIGN AND SPECIFICATIONS Prior to build commencement, you will translate functional requirements into detailed project specifications and sprint plans. This includes designing and documenting the future-state operating model, including how new processes, data sources, and workflows connect through the EPM solution. Where system capabilities and client specifications diverge, you will propose pragmatic workarounds. REQUIREMENTS DOCUMENTATION You will lead requirements gathering and maintain documentation discipline throughout the delivery lifecycle. User Stories are captured in JIRA. As part of this process, you will examine existing systems to identify improvement and integration opportunities. BUILD TEAM LEADERSHIP You will direct and oversee model builders throughout the development lifecycle, including: * Ensuring specifications and requirements are clearly articulated to the build team * Monitoring sprint progress and adherence to timelines * Resolving technical blockers and answering build-phase questions as they arise * Acting as a liaison between client-facing personnel and model builders * Keeping the Project Manager informed of progress, risks, and issues CLIENT ENGAGEMENT You will engage directly with client stakeholders throughout the project, from discovery through to deployment. This includes preparing and presenting sprint reviews, progress updates, integration reports, and demonstrations. You should be equally comfortable communicating with business sponsors and technical counterparts. You will also receive evolving requirements from clients during delivery and work with the Project Manager to prioritise and re-plan accordingly.. PRACTICE DEVELOPMENT At both Manager and Senior Manager level, Solution Architects are expected to broaden their platform knowledge beyond their primary specialism, contributing to Alpha's multi-platform EPM capability. Contributions to internal knowledge management, methodology development, and team development are an active expectation of the role.   REQUIREMENTS EXPERIENCE AND QUALIFICATIONS * University degree or equivalent professional qualification * Anaplan Anaplan Solution Architect Certified and/or Pigment Pro Certified  * Strong consulting background, or 2-4 years of managing Anaplan/Pigment platforms in internal Finance teams * Demonstrable experience in requirements gathering, documentation, and scoping across complex programmes * Desired: Financial modelling experience in Private Markets, Asset Management or Insurance. TECHNICAL SKILLS * Deep knowledge of Anaplan and/or Pigment, including advanced concepts, model design best practices, and integration design patterns * Strong Excel modelling background; familiarity with broader EPM and finance systems is advantageous * Proficiency in process mapping tools such as Visio or LucidChart * Experience with JIRA or equivalent agile project tooling for user story and backlog management * Competency in Microsoft Office, particularly PowerPoint and Word, for client-facing deliverables CONSULTING AND CLIENT SKILLS * Exceptional written and oral communication skills, with the ability to present confidently to both business and technology audiences * Strong analytical and problem-solving capability, with attention to detail and the ability to quickly grasp complex, cross-functional requirements * Track record of managing client relationships and delivering under pressure * Ability to interact effectively with vendors and partners to gather technical information critical to project scope and execution PERSONAL ATTRIBUTES * Self-motivated, proactive, and organised in a fast-paced consulting environment * Able to prioritise workload and manage competing expectations across multiple stakeholders * Genuine interest in Financial Services, Private Markets, and the technology landscape underpinning these sectors * Appetite to grow knowledge across Alpha's broader EPM platform portfolio * Flexibility for working on client site in London.   If you’re looking to make an impact, join Alpha Alternatives for a high-flying career helping transform the planning processes for the alternative investment industry. Please note, we are not accepting agency submissions for this role at this time.