Managing Consultant (Bovill Newgate)

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of role 

To support the Partners and Capital Markets Practice Lead with implementation of the Capital Markets team’s global strategy (a growth strategy in terms of revenue, products, and geographies). Key to this will be overseeing this team’s work in the Client Assets sphere across the jurisdictions in which Bovill Newgate operates. Important also will be identifying other areas where the MC and their reports can contribute, whether this is through supporting other teams with their strategy or through identifying new opportunities.  

Specifically, this could include but is not limited to: 

• Advising the Practice Lead on the Capital Markets team’s strategy 

• Executing this strategy on a day-to-day basis e.g., through overseeing business development efforts for key team initiatives, looking to use the full suite of tools available to grow our market share 

• Leading client engagements, taking responsibility for delivery while also escalating to the Practice Lead where needed 

• Providing specialist advice on complex areas of regulation, being in some areas an individual who can sign off advice (e.g., CASS) 

• Managing your team in a manner that is commercial and conducive to their wellbeing and growth 

• Responding to the team and Bovill Newgate’s broader needs i.e., being willing to take on new challenges where your colleagues need help 

• People – able to build effective teams, including in instances where work is to be delivered across multiple offices. Lead, grow and inspire team members. 
• Business Development – able to source new opportunities by upselling existing clients and by contributing to the team’s market presence through general Marketing activity and attendance at industry events. 
• Technical – demonstrates deep knowledge of the CASS rules and industry audit standards and willing to work on developing new specialisms as opportunities present.  

• Friendly, enthusiastic and willing to learn.  

• Able to lead a team and work alone as needed. 

• Clear and articulate communicator with the ability to adapt to different environments and personalities. 

• Commercial in keeping an eye on how they best spend their time and how best to use their team’s time to advance the firm’s goals. 

• Compassionate in dealing with colleagues and clients, understanding that an individual’s wellbeing should be a priority.  

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All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.