What is it like to be part of our team?

More than just work

We do everything we can to encourage enthusiasm and motivation, whether it's through our range of CSR and community projects or relaxed regular social events.

You matter to us

We know how important wellbeing is both in and outside of work and we aim to support you however we can, from our cycle to work scheme to private health insurance and income protection.

Caring about your career

Your career development is invaluable to you and it's also crucial to Multrees' continued progress. So we'll enroll you with The CISI and support other professional development.

Our values

Exceeding Expectation White
Exceeding client expectations

Clients are at the heart of our business. We build our business by adding value to theirs and pride ourselves on always delivering the highest quality products and services.

Innovation White
Innovation and collaboration

Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge.

Risk White
Risk and control

Great client service and robust risk control are complementary and essential. We continually challenge our controls to ensure they mitigate risk appropriately.

Ownership And Accountability White
Ownership and accountability

Our clients look to us to make things happen. We own the process and are rigorous in ensuring it delivers what our clients want.

Locations

Edinburgh

Our operations and IT hub is located in the heart of Edinburgh's vibrant City Centre on 40 Princes Street. We have some of the best views in the capital, skimming the iconic skyline of Edinburgh which includes the famous castle. All major transport links are on our doorstep and you can hop across the road to grab a breath of fresh air in the beautiful Princes Street Gardens.

Roles based at our Edinburgh office include: IT; Change Management; Operations; Legal, Risk, Compliance and Relationship Management

Careers Location Map

London

Situated beside the iconic St Paul's Cathedral, our London office is the heart of our Sales, Marketing and Client Solutions teams. 

We're just a stone's throw away from a walk down the banks of the Thames. And the gardens surrounding St Paul's offer a brilliant place to stop and relax after picking up a bite to eat at one of the many, many lunchtime spots nearby.

Our benefits

We offer a market-competitive package of pay and employee benefits. Not only do you get a great deal from the day you join, but as you develop your career with us you also qualify for additional rewards.

Holidays Icon White
Holidays

As standard, we offer all staff 25 days per annum, plus 8 public holidays.

Income Protection Icon White
Income protection

In case you are unable to work due to long-term incapacity, you'll have income protection insurance. 

Insurance Icon White
Life assurance

We hope it will never be needed, but you will have added protection with our lump-sum life assurance benefit.

Discounts Icon White
Discounts

Save money on a wide range of purchases through our benefit partners including discounts on holidays, gyms and the cinema etc.

Pension White
Pension

Our pension is an important part of our benefits and all Multrees' employees are enrolled in our pension scheme. We'll match your contributions up to a maximum % based on length of service.

Dental White
Dental cover

We provide this simple service as a way to assist our employees in staying healthy.

Season Tickets White
Season ticket loans

We feel it's important to assist our employees where we can by helping them get to and from work.

Volunteer Time Off White
Volunteer time off

We want to give back to the community, so we offer time off for volunteering on an annual basis.

Cycle To Work White
Cycle to work scheme

We offer a salary sacrifice cycle to work scheme, where you can save money on tax and national insurance by choosing a greener way to travel to work.

Professional Membership White
Professional membership

All employees are enrolled with The Chartered Institute of Securities & Investments (CISI) and encouraged to use its resources to enhance continued professional development. We also support other relevant professional development.

Health Care White
Private health insurance

You will get comprehensive private medical insurance and access to the benefits this provides.

Compliance Analyst

The role of Compliance Analyst is to support the Compliance team and the wider business Finance, Risk and Compliance function in performing compliance oversight to the Multrees business. The team take ownership of many critical compliance and risk management oversight tasks, together with involvement in projects, training and liaison with regulators and clients.

The small size of the Multrees team guarantees involvement across the business and in-depth learning opportunities. Development opportunities arise through significant regulatory and business change and training in all aspects will be provided. Progression opportunities arise both in the team and the wider business with scope to take on more responsibility as training progresses.

Key Responsibilities:

  • Assist in the maintenance of the Compliance Manual and Framework
  • Support the team in fielding queries from Management and Staff around compliance matters, monitoring of regulatory training and compliance attestation
  • Assist with financial crime monitoring, anti-money laundering activities
  • Assist in regulatory horizon scanning, impact assessment, interpretation and implementation of financial services legislation and regulation, where relevant for Multrees business activity
  • Monitor regulator and industry news and provide summary updates to the Business
  • Research and report on regulatory impact for projects and business change
  • Undertake assurance reviews and assist in the completion of the Compliance Monitoring Programme, testing and reporting.
  • Assist in the preparation of periodic FCA regulatory reporting requirements
  • Work with the Risk team in relation to compliance matters, assisting with the resolution of risk events, performing internal reviews
  • Prepare and report on due diligence on suppliers, clients and customers
  • Work in the team to assist on all compliance matters

 

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

·        Working towards CISI or equivalent Compliance                          qualification [this will be required once in role if not]

Experience and Knowledge

·        Experience of project                     work and change                           initiatives

·        Experience of performing               reviews of policy, regulation           or other compliance

·        Awareness of Money                     Laundering issues and                   regulations

·        Up to date Financial industry knowledge

·        Compliance experience within Financial Services, ideally             under FCA regulation

·        Asset Servicing industry experience

·        Comfortable with client interaction

·        Knowledge of applicable risk management practices

·        Significant experience in Financial crime and AML

Personal Attributes (specific)

·        Willingness to get “hands on” where necessary in order to achieve objectives

·        Enthusiasm for risk and compliance; evangelist for good risk and compliance culture,                       sceptical and challenging in application of judgement

·        Highly organised, able to work on multiple projects / issues at the same time

·        Strong analytical ability and desire to get to a practical and pragmatic solution to                             Compliance issues.

Personal Attributes (general)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – clients are at the heart of our business; we build our business           by adding value to theirs. Providing strong and effective business analysis to meet the client             and internal requirements.

·        Innovation and collaboration – our people understand the value added for clients and think               laterally and creatively in applying this knowledge. Understanding our client and internal                 requirements and finding solutions to all problems.  Working with our internal and external               teams to deliver those requirements. 

·        Ownership and accountability – we own the process and are rigorous in ensuring it delivers               what our client wants. Using business analysis skills to complete the delivery of every aspect           of our project initiatives and take responsibility for that delivery. 

·        Risk and control – we understand that great client service and robust risk control are                       complementary and essential. Ensure to highlight any new risk or control items that fall out             of  any project  initiatives and you own these items through to closure

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Senior Compliance Analyst

The role of the Senior Compliance Analyst is to support the Head of Finance Risk and Compliance in performing compliance oversight to the Multrees business.  The team take ownership of many critical compliance and risk management oversight tasks, together with involvement in projects, training and liaison with regulators and clients.  The small size of the Multrees team guarantees involvement across the business and in-depth learning opportunities.

Development opportunities arise through significant regulatory and business change and training in all aspects will be provided. Progression opportunities arise with scope to take on more responsibility, through project work and delivery of key compliance workstreams.

Key Responsibilities:

Compliance  

  • Support the Head of Finance, Risk and Compliance with financial crime monitoring and anti-money laundering activities.
  • Scope and deliver the Compliance Monitoring Plan
  • Production of accurate monitoring reports and ensure any issues identified from monitoring activities are addressed in a timely manner. This includes maintaining appropriate records of all monitoring activity.
  • Maintain the Compliance Manual and Framework,
  • Assist in regulatory horizon scanning, impact assessment, interpretation and implementation of financial services legislation and regulation, where relevant for Multrees business activity
  • Drafting and updating policies, reports and similar documents
  • Design and delivery and monitoring of regulatory training and compliance attestation
  • Prepare periodic FCA regulatory reporting
  • Prepare and provide regulatory advice to the business and deal with ad-hoc regulatory queries
  • Day to day support to business with provision of due diligence on suppliers, clients and customers, field queries from Management and Staff around compliance matters
  • Involvement with change projects to ensure regulatory compliance
  • Ensure prompt escalation of significant compliance issues

Risk Management

  • Work with the Risk team in relation to compliance matters, assisting with the resolution of risk events
  • Assist in developing and implementing an effective risk and compliance-aware culture throughout Multrees
  • Oversee complaints handling
  • Support and lead regular reviews of the business units, key business processes and the activities of Multrees to ensure continued adherence to and effective implementation of policies and procedures
  • Contribute to the development of high quality procedures by identifying areas of weakness and making suggestions for improvement, incorporating both regulatory and risk management aspects

Governance

  • Assist in the Preparation of documents for the Risk Committee and Audit & Risk Committee assist in the running of these critical committees

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

CISI or equivalent Compliance qualification

 

Experience and Knowledge

·        Up to date Financial industry knowledge

·        Compliance experience within Financial Services, ideally under FCA regulation

·        Operational resilience, Cyber or AML compliance experience

·        Experience of working with senior stakeholders

·        Experience of project work and change initiatives

·        Awareness of Money Laundering issues and regulations

·        Asset Servicing industry experience

·        Comfortable with client interaction

·        Knowledge of applicable risk management practices

·        Significant experience in Financial crime and AML

Personal Attributes (specific)

·        Willingness to get “hands on” where necessary in order to achieve objectives

·        Enthusiasm for risk and compliance; evangelist for good risk and compliance culture, sceptical and challenging in application of judgement

·        Highly organised, able to work on multiple projects / issues at the same time

·        Strong analytical ability and desire to get to a practical and pragmatic solution to Compliance issues.

Personal Attributes (general)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs. Providing strong and effective business analysis to meet the client and internal requirements.

·        Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge. Understanding our client and internal requirements and finding solutions to all problems.  Working with our internal and external teams to deliver those requirements. 

·        Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants. Using business analysis skills to complete the delivery of every aspect of our project initiatives and take responsibility for that delivery. 

·        Risk and control – we understand that great client service and robust risk control are complementary and essential. Ensure to highlight any new risk or control items that fall out of any project  initiatives and you own these items through to closure

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Client Reporting Manager

The Client Reporting Manager is responsible for the timely and accurate delivery of client reporting to our clients through the management and oversight of all business as usual (BAU) tasks and processes for the Client Reporting Team. Collaborative working with the Change team on new internal and external projects. The role reports directly to the Head of Change.

Key Responsibilities:

 

  • Coordination of the client reporting cycles and ensuring accurate and timely delivery of client reports.
  • Coordination and sign off of daily tasks, oversight of processes and adherence to controls.
  • Lead the Client Reporting team to deliver a consistent and exceptional service to clients, exceeding SLAs.
  • Manage and oversee team participation in projects initiated from both within and outside the business area, evaluating impact, suggesting changes and undertaking UAT.
  • Ensure the successful completion of all client reporting packs throughout the year, including planning, data cleanses, addressing technical issues and managing enhancements through to final production and lessons learned meetings.
  • Ongoing review of departmental processes and procedures to ensure they are accurate, efficient, consistent with market practice, company policy and compliant with external regulators, making appropriate recommendations for approval and implementation.
  • Work with internal departments to maximise efficiency, resolve complex issues and oversee improvements in service delivery.
  • Client query escalation mitigation.
  • Management and coordination of team projects.
  • Maintain effective controls to mitigate risk and ensure compliance to required processes and procedures. Ensure that risk issues are escalated promptly and appropriately.
  • Personnel management including training, objective setting, conducting regular 1-2-1’s and managing overall performance.

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

 

Experience and Knowledge

·        Experience of delivering client requirements through managing complex multi disciplinary processes.

·        Experience of operational process improvement

·        Experience of managing a team

·        Understanding of wider operational team interactions.

·        Experience of working on or managing projects/new products

·        Client facing experience

 

·        Knowledge of client reporting outputs and client requirements

·        Knowledge of performance measurement

·        Regulatory awareness

·        Desirable to have obtained (or be working towards) at least the Investment Operations Certificate (or equivalent) from the Chartered Institute of Securities and Investments (“CISI”)

Personal Attributes (specific)

·        Excellent Communicator – both verbal and written

·        Excellent planning and organisational skills

·        Excellent analytical and interpretative skills

·        Proven management skills; ability to prioritize and identify high-risk issues and coordinate solutions across the team.

·        Excellent Client Relationship skills and ability to build strong working relationships with both internal and external parties.

·        Ability to work under pressure and meet strict time scales and targets

·        Effective time management for projects with clearly defined and communicated outcomes, timelines and monitoring processes to achieve project deadlines

·        Risk Awareness

·        Good Escalation skills

 

Personal Attributes (General)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – Clients are at the heart of our business; we build our business by adding value to theirs. We pride ourselves on continually exceeding client expectations by delivering the highest quality products and services.

·        Innovation and collaboration – Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge in a responsible and sustainable way

·        Ownership and accountability – Our clients look to us to make things happen. We own the process and are rigorous in ensuring it delivers what our clients require in a responsible and sustainable way.

·        Risk and control – We understand that great client service and robust risk control are complementary and essential. We continually challenge our controls to ensure they are appropriate to the risks they mitigate and the needs of all stakeholders.

·        Behaving responsibly– We understand our wider responsibility to society as a whole and the environment. We pride ourselves on behaving in the best interests of our clients, staff and the community within which we operate in a way that is sustainable and respects the environmental challenges that we face.

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Senior Finance Assistant – 6 Months Fixed Term Contract

This role will be fixed term contract of 6 months to cover maternity leave and will be assisting the Finance Manager in all aspects of Multrees finances including MI reports.

Key Responsibilities:

  • Responsible for revenue, accounts receivable, accounts payable, payroll and cash forecasting and enforcing credit policy
  • Prepare quarterly VAT returns
  • Contribute to the year-end financial statements and audit processes
  • Contribute to the drawing up of budgets during the yearly budget setting process and preparing variance analysis through the year
  • Prepare and process quarter- and month-ends
  • Ensure key accounting reconciliations are performed on a timely basis and in line with standard operating procedures with review or performing bank, credit card and cash reconciliations
  • Cash management across multiple accounts and currencies and processing creditor payment runs across multiple currencies
  • Woking closely with the Finance Manager and reviewing work completed by the Accounts Assistant
  • Assist the Finance Manager in ad hoc assignments, including the preparation of statutory returns (FCA and ONS), and assisting with the collation and preparation of Management Information
  • Maintaining accurate accounting records
  • Liaising with all levels of the business, clients and suppliers
  • Enforcing Finance policies and ensuring procedures and controls followed, including assisting in the review of systems and controls, identification of more automated methods and streamlining processes where possible
  • To ensure all filling is done in a timely and accurate manner
  • To apply accounting knowledge and techniques to all areas of work, including the production of journals, routine costing and variance analysis.

 

Key Skills and Experience Required:

  • Similar accountancy experience required and preferably gained within a financial services environment
  • Ideally be studying for the AAT (Association of Accounting Technician) or equivalent
  • Fluent in MS Office Excel
  • Sage experience is essential in Sage 50 or Sage 200
  • Excellent attention to detail
  • To plan, organise and manage own workload to ensure the monthly oversight and reporting is achieved in a timely and accurate manner
  • Good organisation and administrative skills
  • To suggest changes to procedures as identified and be involved in the continuous improvement development of processes
  • Must be team player and willing to develop others to increase team and individual performance.
  • Experience in preparing financial and business information

 

The role requires a strong and demonstrable personal alignment to company values:

  • Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs.
  • Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge.
  • Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants.
  • Risk and control – we understand that great client service and robust risk control are complementary and essential.
Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Transfers Team Analyst

The transfers team analyst is responsible for the timely and accurate processing of internal and external client transfers on behalf of our clients.  The Transfers team sits within the Settlements team, and within the wider Operations department.

Key Responsibilities:

 

  • Matching of In-house systems transactions.
  • Liaison with External Fund Managers and agreeing trade and settlement.
  • Liaison with Brokers.
  • Liaison with clients regarding progress on transfers.
  • CREST and other markets settlement.
  • Unit trust re-registration and transfer.
  • Processing/transfer of certificated holdings.
  • Cash and stock Reconciliations resolution.
  • Coordinate and track stock set up and account opening for transfer purposes.
  • Maintain effective controls to mitigate risk and ensure compliance to required processes and procedures.

 

Stakeholder touchpoints:

  • Business
    • Direct line manager. Escalate issues, SLA breaches or client queries.

 

  • Counterparties
    • Service providers and suppliers – service issues, training requirements
    • Clients – contact with clients in line with standard Multrees service model

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

·        Investment Operations Certificate

Experience and Knowledge

·        Technical knowledge and understanding of markets, the transfer process and settlement.

·       Excellent working knowledge of MS Office toolset.

  • Regulatory awareness.

·        Familiarity with electronic re-registration tools and TeX network.

Personal Attributes (specific)

 

              Personal Attributes (general)

·        Analytical and accurate in approach.

·        Proven ability to build understanding and trust internally and with clients.

·        Ability to effectively operate with enthusiasm and flexibility in a fast-paced, constantly evolving team environment.

The role requires a strong and demonstrable personal alignment to company values:

·  Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs.

·  Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge.

·  Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants.

·      Risk and control – we understand that great client service and robust risk control are complementary and essential.

 

 

 

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Settlements Analyst

The Settlements Team Analyst is responsible for the timely and accurate execution, processing and/or settlement of internal or external trades on behalf of our clients.  The Settlements Team sits within the wider Operations department.

Key Responsibilities:

  • Matching of In-house systems transactions.
  • Liaison with External Fund Managers.
  • Liaison with Brokers.
  • Liaison with clients regarding queries or progress on trades.
  • Management of pre-matching and reporting on failed trades.
  • Net settlement action between various sub-custodians.
  • CREST and other markets settlement.
  • Settlement of Unit Trust or Certificated trades.
  • Cash and Stock Reconciliations resolution.
  • Monitoring and reporting of any Client Money or Assets shortfalls.
  • Maintain effective controls to mitigate risk and ensure compliance to required processes and procedures.

 

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

 

Experience and Knowledge

  • Technical knowledge and understanding of markets, the trade process and settlement.

·        Excellent working knowledge of MS Excel and MS Office.

 

  • Regulatory awareness.

 

Personal Attributes (specific)

 

              Personal Attributes (general)

  • Analytical and accurate in approach.
  • Proven ability to build understanding and trust internally and with clients.
  • Ability to effectively operate with enthusiasm and flexibility in a fast-paced, constantly evolving team environment.

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs.

·        Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge.

·        Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants.

·        Risk and control – we understand that great client service and robust risk control are complementary and essential.

  • Good communication and organisational skills.

 

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Treasury Analyst

The Treasury Team manages the transfer of all monies both internally and externally. This role is responsible for the timely operation of bank accounts on behalf of the company’s clients. This will involve checking, validating and authorising banking transactions processed through in-house systems and various banking platforms; in addition, monitoring balances and overdrawn positions. The role also supports the Treasury Manager in ensuring that accounts adhere to FCA regulations regarding client money rules. The Treasury Team sits within the wider Operations department.

Key Responsibilities:

 

  • Ensure all cash processing tasks are completed accurately in accordance with instructions and applicable deadlines.
  • Identify and resolve all anomalies and differences that arise, including overdrafts and funding requirements. Escalate any potential client money issues to direct line manager.
  • Ensure outstanding items are resolved in a timely manner and the business area responsible has been notified.
  • Adhere to procedures while also focusing on improving efficiencies within the established tasks.
  • Liaise with third party suppliers (such as banks) regarding processing and query resolution.
  • Ensure that all operational SOPs are up to date, accurate and adhered to.
  • Comply with operational risk and regulatory control policies and procedures, logging and monitoring risk events where appropriate.
  • Participate in projects which require input from or directly impact the team.
  • Responsible for challenging systems and processes to ensure that they are fit for purpose and cost effective.

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

 

 

Experience and Knowledge

  • Technical knowledge and understanding of cash processing.

Good working knowledge of MS Excel and MS Office.

·        Experience of ISA products

·        Regulatory awareness

·        Desirable to have obtained (or be working towards) at least the Investments Operations Certificate (or equivalent) from the Chartered Institute of Securities and Investments (“CISI”). 

Personal Attributes (specific)

·        Strong Communicator – both verbal and written.

·        Strong planning and organisational skills.

·        Strong analytical and interpretative skills.

·        Ability to work under pressure and meet strict time scales and targets, producing accurate work.

Personal Attributes (specific)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – Clients are at the heart of our business; we build our business by adding value to theirs. We pride ourselves on continually exceeding client expectations by delivering the highest quality products and services.

·        Innovation and collaboration – Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge in a responsible and sustainable way

·        Ownership and accountability – Our clients look to us to make things happen. We own the process and are rigorous in ensuring it delivers what our clients require in a responsible and sustainable way.

·        Risk and control – We understand that great client service and robust risk control are complementary and essential. We continually challenge our controls to ensure they are appropriate to the risks they mitigate and the needs of all stakeholders.

·        Behaving responsibly– We understand our wider responsibility to society as a whole and the environment. We pride ourselves on behaving in the best interests of our clients, staff and the community within which we operate in a way that is sustainable and respects the environmental challenges that we face.

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Legal Counsel

The role holder will add significant value to the Legal Team, predominantly working closely for the General Counsel.  The role holder will have extensive engagement with other internal stakeholders from across all areas of the business, as well as direct contact with Clients and service providers.

 

Reporting to the General Counsel, the Legal Counsel’s focus will mainly be on contractual matters, as well as ad hoc project work.  The role holder needs to be a confident and articulate communicator, capable of handling complex and often time-critical legal issues in a positive and pragmatic manner. 

Key Responsibilities:

 

Contracts and Understanding our Business

  • The workload for this role is potentially very broad, spanning many areas of contract law as well as other legal and governance issues. There will be a particular focus on commercial and technology contracts, a non-exhaustive list of which includes (i) outsourcing arrangements, (ii) data licensing, (iii) software licences, (iv) e-commerce and (v) FinTech contracts etc.
  • Assisting in the drafting, review and amendment of legal agreements to be entered into by Multrees, both with our Clients and our third party vendors.
  • Reviewing lengthy and often complicated legal agreements, identifying key provisions and working with the General Counsel to ensure that no signed contract falls outwith Multrees’ parameters for acceptable legal risk.
  • Supporting the General Counsel as a key contact for many Client matters and queries relating to their contractual arrangements with Multrees.
  • Liaising with a broad range of external expertise, including private practice lawyers, auditors and compliance consultants etc.
  • Engage with internal stakeholders, understand their needs and drivers, and provide high quality, targeted and effective legal advice to achieve successful completion of business initiatives.

 

 

Risk & Compliance

  • Supporting the wider LRC Team in a wide range of BAU requirements as necessary. Contributing to the Risk & Compliance policy framework as necessary. Assisting colleagues with the completion of compliance questionnaires and audit requirements.

 

Maintaining documentation

  • Assisting the LRC team with maintaining and developing an extensive range of high quality pro forma documentation (including Client-facing agreements + associated paperwork, pro forma contracts, checklists etc.). Your technical expertise and business acumen will allow you to continuously improve the templates used by the Legal Team on a daily basis.

 

Projects

  • Supporting the Change Management Team with the implementation of major and/or ad hoc projects within stretching timeframes, often taking a lead role within the relevant project team.

 

 

Training

  • Participating in the design, development, coordination and delivery of relevant training programmes, both internally and at Client workshops.
  • Keeping the LRC team updated on all relevant current and forthcoming developments in law, regulation and best practice, and identifying the extent to which the same may have an impact on Multrees. Advising the business on any initiatives to be implemented accordingly.

 

Data Protection

  • Supporting the Data Protection Officer across all matters relating to data protection and Multrees’ ongoing compliance with the Data Protection Act 2018.

 

Company Secretarial

  • Working for the Company Secretary in his administration and support for the Company Board and its committees.
  • Extensive contact with the Executive Management Team and exposure to the highest level of governance and decision making within the Company, including stepping in for the General Counsel at Board meetings if required.

 

Marketing and Business Development

  • Supporting the Marketing Team to ensure that all marketing communications comply with applicable rules and best practice.
  • Developing a thorough understanding of Multrees’ three main Client agreements (Custody Agreement, Administration Services Agreement and Ancillary Services Agreement), and thereby supporting the General Counsel to support the Sales Team to bring new Clients on board with Multrees.
  • Assisting Sales colleagues to respond professionally and often swiftly to RFPs (‘requests for proposals). Enhancing existing relationships with Clients and vendors, and supporting colleagues to establish new ones to enhance the Company’s service offering.

 

 

Key Skills and Experience Required:

 

Essential

Desirable

Qualifications

·     Qualified solicitor admitted to practice in Scotland and/or England & Wales, or another acceptable jurisdiction.

 

·     1 - 3 years post-qualification experience (PQE) in an acceptable jurisdiction, either in-house or in private practice with a reputable law firm.

 

 

·        Introduction to Securities and Investments with the Chartered Institute for Securities and Investment (CISI) (or working towards this).

 

·      Company secretarial qualification with the Governance Institute (ICSA) (or working towards this).

Experience and Knowledge

Technical legal ability

 

·        You will be a highly competent technical lawyer, well versed in the fundamental elements of contract law. 

 

·        You should have experience of negotiating commercial contracts (either yourself or having supported a more senior solicitor).

 

 

Contracts work

 

·        You will be skilled at reviewing and drafting lengthy and often complicated legal agreements

 

Internal engagement

 

·        You will possess the ability to engage with internal stakeholders, understand their needs and drivers, and provide high quality, targeted and effective legal advice to achieve successful completion of business initiatives.

 

Business acumen

 

·     You will possess the business acumen required to allow you to quickly identify legal risks and provide direction to the business to mitigate such risks. 

 

·     You should be able to demonstrate sound strategic thinking and legal skills to solve the contractual challenges faced by the business.  You will need the ability to make sound judgments with strong analytical skills.

 

Personal attributes:

 

·        The successful candidate will be a flexible, assured ‘self-starter’ who is willing to accept responsibility as an adviser, and who is comfortable working autonomously as may be required. 

 

·     Strong communication, negotiation and presentation skills (both written and verbal), both within the Company and externally.  An ability to advise and influence senior management, which may involve robust challenge.

 

·     A highly presentable individual who is comfortable with extensive Client interaction. 

 

·      Accuracy and first rate attention to detail are also essential for this position.

·      Commercial experience within the Financial Services sector, either in industry or private practice.

 

·      Previous exposure to working in a regulated environment.  A basic understanding of FCA Rules would also be highly beneficial.

 

·      Experience/ interest in the wider aspects of company secretarial and governance matters/ risk & compliance/ data protection matters

 

·      This role will interact and overlap with the wider LRC function and consequently a basic proficiency in Risk & Compliance advice will be advantageous.

 

Personal Attributes (general)

The role requires a strong and demonstrable personal alignment to company values:

·        Exceeding client expectations – Clients are at the heart of our business; we build our business by adding value to theirs. We pride ourselves on continually exceeding client expectations by delivering the highest quality products and services.

·        Innovation and collaboration – Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge in a responsible and sustainable way.

·        Ownership and accountability – Our clients look to us to make things happen. We own the process and are rigorous in ensuring it delivers what our clients require in a responsible and sustainable way.

·        Risk and control – We understand that great client service and robust risk control are complementary and essential. We continually challenge our controls to ensure they are appropriate to the risks they mitigate and the needs of all stakeholders.

·        Behaving responsibly– We understand our wider responsibility to society as a whole and the environment. We pride ourselves on behaving in the best interests of our clients, staff and the community within which we operate in a way that is sustainable and respects the environmental challenges that we face.

 

 

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com
Project Manager

The Project Manager is primarily responsible for the Client Implementation Project Governance Framework and works closely with the Change Business Analysts to deliver an exceptional client experience. The Project Manager will be expected to take on additional governance responsibilities when needed across all change initiatives and assist the Head of Change to support the business to ensure all activities are sufficiently documented to comply with internal policies, audit control and risk monitoring. 

Team Profile 

Help identify, facilitate, enable and support the process of Business Change within both the organisation and the wider client base by: 

  • Managing and delivering the Change Programme as agreed with the Multrees’ senior management team. 
  • Defining and instilling new values, attitudes, norms, and behaviours within an organization that support new ways of working, overcoming resistance to change and encouraging innovation. 
  • Reviewing the process, tools and techniques to manage the application of change processes, in order to achieve the required outcomes, and to realise the benefits of change effectively within individuals, teams, clients and the wider systems. 
  • Operating as a conduit for the business to senior management around escalation of key issues, risks and concerns 

 

Key Responsibilities: 

  • Project delivery: Planning, coordination and facilitation  
  • Client Implementation Governance framework: Platform set up, operational readiness, Go Live readiness and internal audit controls 
  • Project Team: Working alongside Change Business Analysts, IT, Operations, CRM and Sales  
  • Project documentation: Project plan, actions log, JIRA updates (Project Management tool), internal and external meeting packs 
  • Project meetings: Lead internal and external project meetings, workshops, stand ups and Steering Committee meetings 
  • Stakeholder Management: Escalation of risks and issues, resource managementClient and project team motivation 
  • Programme Board: Chair the meeting to review live and proposed projects 

 

Key Skills and Experience Required: 

 

Essential 

Desirable 

Qualifications 

  • Prince2 or equivalent qualification  
  • CISI Introduction to Securities and Investments  

Experience and Knowledge 

  • 2+ years in Project Management 
  • Investment Management industry experience 
  • Client facing projects 
  • Managing multiple workstreams  
  • Strong stakeholder management experience at all levels both internal and externally 

 

  • Client on boarding 
  • Custody and 3rd party migrations  
  • JIRA  

 

 

Personal Attributes (specific) 

 

               

  • Ability to effectively operate with enthusiasm and flexibility in a fast-paced and continually evolving environment 
  • Excellent organisational and time management skills 
  • Excellent communication and presentation skills 
  • Strong analytical and problem-solving skills 
  • Business analysis skills 
  • Ability to build strong relationships 

 

 

 

Personal Attributes (general) 

The role requires a strong and demonstrable personal alignment to company values: 

  • Exceeding client expectations – clients are at the heart of our business; we build our business by adding value to theirs. Providing strong and effective project management and delivering to meet the client and internal requirements. 
  • Innovation and collaboration – our people understand the value added for clients and think laterally and creatively in applying this knowledge. Bringing innovation to all aspects of the projects.  Understanding our client and internal requirements and finding solutions to all problems.  Working with our internal and external teams to deliver those requirements.   
  • Ownership and accountability – we own the process and are rigorous in ensuring it delivers what our client wants. Using project management skills to complete the delivery of every aspect of our project initiatives and take responsibility for that delivery.   
  • Risk and control – we understand that great client service and robust risk control are complementary and essential. Ensure to highlight any new risk or control items that fall out of any project  initiatives and you own these items through to closure 

 

Read more
To apply for this role, send your CV and covering letter to hr@multrees.com

Preferred suppliers

We currently work in partnership with a small number of preferred suppliers that have a broad understanding of our business and our resourcing requirements. We only pay agency fees where we have a signed agreement in place and an agency has been instructed by a member of the Multrees Executive or HR Team. At this time, we're not actively seeking to increase the number of agencies that we work with. At the point that we decide to review our Preferred Supplier List (PSL), we will publish this information on our website. 

Agents and other consultancies: please do NOT send us unsolicited CVs (whether to our HR email address or to individuals in Multrees) and/or make unsolicited phone calls to any employees and/or contractors of Multrees. We will not accept CVs or agree to any non-PSL agency's terms and conditions from unsolicited contact.