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Alexia Croft

Alexia Croft

Associate Consultant

alexia.croft@orbisconsultants.com 02038540022
LinkedIn Profile

I grew up in South London and studied Politics and International Relations at the University of Bristol. Although I enjoyed the academic challenge, it only fuelled my drive to work in The City.

At Orbis, I specialise in the financial sector across Sales, Business Development, and Operations, which allows me to combine my fervent interest in Capital Markets, with the opportunity to establish the personal relationships that underpin the recruitment industry at this level.

When I’m not at Orbis, you can find me at anywhere that plays disco. You could say that I was born in the wrong era – but I just love the music!

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Posted 3 days ago

Transitions Associate

London, England

Up to £70000.00 per annum + Bonus

Responsbilities: Delivery of successful transition events including setting up new accounts restructure of closure of existing accounts and in-kind transfers in/out of accounts. Working with clients, portfolio managers, legal, compliance, fund administration, analytics, performance, account management and back office transition teams on each event. Daily reviews of portfolio events including but not limited to risk analysis (i.e. portfolio/investment operational performance) for each event. Post portfolio event analysis (i.e. review investment and operational implementation for accuracy). Spearhead operations projects related to enhancing custodian communication, fixed income benchmark management, portfolio performance, transitions/operations technology, and operations management training. Coordinating with back office and related stakeholders different operations like markets opening, regulatory requests, collateral and brokers inquiries, tax forms etc. Requirements Primary degree with an emphasis in Finance and Economics or a related, quantitative/analytical field from an accredited, leading business school or university Fluency in English with additional European language(s) an advantage Transitions and client relationship management experience Well organized, self-starter able to work in a team environment Ability to multi-task and manage multiple events with tight deadlines at the same tim

Posted 3 days ago

Relationship Manager

London, England

£75000.00 - £85000.00 per annum + Bonus

This role includes solving complex problems for members, prospects and clients related to exchange trading, contract matching and post trade services, as well as clearing services. An understanding of front, middle and back office trade flows will be advantageous. The Relationship Manager will be required to have a deep knowledge of each client's business and trends, identifying product development opportunities to pass on internally, and to promote the exchange's products and services to Members. Responsibilities: Take responsibility for the successful management of the portfolio of accounts and customers reporting directly to the Head of Relationship Management. Develop a tailored customer management strategy and nurture strong relationships at all levels of management with all Members. Take responsibility for providing a customer perspective to market development effort. This includes identifying products or service enhancement opportunities and contributing to their development, based on customer feedback. Have a deep understanding of the products and services offered by the exchange's platform. Have a deep understanding of the regulatory environment affecting financial services, commodities and membership. Providing a forward looking view on likely changes affecting their customer base and likely reactions to our service provision. Responsible for monitoring product penetration and usage and to identify the plan for expansion across the target client base. Working in conjunction with the Market Access team evaluate membership applicants, conduct initial site visits, document conclusions and ensure retention as per KYC Procedures and AML policy. Help in the development of more junior members of the Relationship Management team and assist the Senior Relationship Manager and the Head of Relationship Management when required. Ensure Members, prospective Members and Clients have the best possible 'customer experience' by ensuring a professional, courteous, accurate and timely response to requests at all times. Requirements: Significant experience in a client servicing or sales role in the financial sector with a focus on exchange traded derivatives and/or metals Familiarity with client onboarding and KYC processes Demonstrate a good understanding and knowledge of the regulatory developments affecting commodities and financial markets Demonstrable experience with influencing senior stakeholders at clients to affect change and adopt products Familiarity and comfortable discussing risk modelling and risk perspectives If you think your experience and expertise would be well suited to this opportunity, then please apply, and we will be in touch very soon to discuss your candidacy.

Posted 6 days ago

Sales & Relationship Manager

City of London, London

£0.00 - £60000 per annum + Bonus

This opportunity lies within the exchange's structured programme that provides companies with help to further grow their businesses, giving them access to resources and an ecosystem of advisers, investors and business leaders. RESPONSBILITIES: This role will involve promoting and selling the exchange's platform to viable, flourishing private companies, and will require relationship management and up-selling of the existing client base of clients. REQUIREMENTS: 5-7 years worth of sales, relationship management and client facing experience Undergaduate degree Excellent analytical, written and verbal communicational skills Experience of interacting with external clients from different geographies Capable of working on multiple long-term projects, under pressure and to deadlines

Posted 11 days ago

Sales & Relationship Manager

City of London, London

£0.00 - £85000.00 per annum + Bonus

This opportunity lies within the exchange's structured programme that provides companies with help to further grow their businesses and access to resources and an ecosystem of advisers, investors and business leaders. RESPONSBILITIES: This role will involve promoting and selling the platform to viable, flourishing private companies, and will require relationship management and up-selling of the existing client base of clients. REQUIREMENTS: 5-7 years worth of sales, relationship management and client facing experience Undergaduate degree excellent analytical, written and verbal communicational skills experience of interacting with external clients from different geographies capable of working on multiple long-term projects, under pressure and to deadlines

Posted 13 days ago

Client Operations Senior Associate

London, England

£400.00 - £500.00 per day

Historically, the client facing team has been responsible for coordination of all portfolio events with the clients and portfolio management teams. The new Client Operations team has taken on this function allowing our account managers to focus on what they excel at - bringing in new business and managing the existing relationships. The Client Operations associate will join this new team in London focusing on benchmark change events. Responsbilities Working with the clients and account managers to accurately capture benchmark requirements whilst demonstrating excellent attention to detail and solid understanding of the impact on the client portfolio, participating in the internal sign-off calls for high risk events and obtaining proper signoffs from supporting departments whilst ensuring all deadlines are met Timely review of each benchmark change, including the approval of the performance back-test and the internally modelled benchmark constructed by the Index Solutions with prompt resolution of any outstanding issues prior to benchmarks going live Supporting business needs in the EMEA region by providing timely responses on benchmark-related enquiries and by meeting the demand for new benchmark construction in the region Serving as a point of escalation in case of vendor data delays Requirements Understanding index methodologies of various complexities. Examples include: currency-hedged benchmarks, duration-hedged strategies, commodity-based benchmarks with futures, leveraged exposures, buy-and-hold strategies, blending of the composites Solid financial maths skills related to market performance and attribution Self-starter with superb attention to details, excellent prioritization and time management skills and a proven ability to work with multiple stakeholders Strong record of academic achievement with Bachelor's degree in a technical discipline (such as Economics, Maths or Finance) required Preferred prior experience: a client facing role with the focus on fixed income and a strong technical element such as an index analyst/designer in a front office or a fixed income portfolio analyst Working towards or completed CFA qualification Familiarity with SQL and index websites and platforms or a strong willingness to learn Other Professional development. This firm offers a great variety of training courses and materials to deepen investment knowledge, technology and professional skills of its employees. It covers professional and regulatory qualifications and post graduate education including (but not limited to) CFA, FRM, CIPM, MBA and Masters in Finance.

Posted 18 days ago

Relationship Manager

London, England

£75000.00 - £85000.00 per annum

This role includes solving complex problems for Members, prospects and Clients related to exchange trading, contract matching and post trade services, as well as clearing services. An understanding of front, middle and back office trade flows will be advantageous. The Relationship Manager will be required to have a deep knowledge of each client's business and trends, identifying product development opportunities to pass on internally, and to promote the exchange's products and services to Members. Responsibilities: Take responsibility for the successful management of the portfolio of accounts and customers reporting directly to the Head of Relationship Management. Develop a tailored customer management strategy and nurture strong relationships at all levels of management with all Members. Take responsibility for providing a customer perspective to market development effort. This includes identifying products or service enhancement opportunities and contributing to their development, based on customer feedback. Have a deep understanding of the products and services offered by the exchange's platform. Have a deep understanding of the regulatory environment affecting financial services, commodities and membership. Providing a forward looking view on likely changes affecting their customer base and likely reactions to our service provision. Responsible for monitoring product penetration and usage and to identify the plan for expansion across the target client base. Working in conjunction with the Market Access team evaluate membership applicants, conduct initial site visits, document conclusions and ensure retention as per KYC Procedures and AML policy. Help in the development of more junior members of the Relationship Management team and assist the Senior Relationship Manager and the Head of Relationship Management when required. Ensure Members, prospective Members and Clients have the best possible 'customer experience' by ensuring a professional, courteous, accurate and timely response to requests at all times. Requirements: Significant experience in a client servicing or sales role in the financial sector with a focus on exchange traded derivatives and/or metals Familiarity with client onboarding and KYC processes Demonstrate a good understanding and knowledge of the regulatory developments affecting commodities and financial markets Demonstrable experience with influencing senior stakeholders at clients to affect change and adopt products Familiarity and comfortable discussing risk modelling and risk perspectives If you think your experience and expertise would be well suited to this opportunity, then please apply, and we will be in touch very soon to discuss your candidacy.

Posted 27 days ago

Relationship Manager

London, England

£75000.00 - £85000.00 per annum

The Relationship Manager will be required to have a deep knowledge of each client's business and trends, identifying product development opportunities to pass on internally, and to promote the exchange's products and services to Members. Responsibilities: Take responsibility for the successful management of the portfolio of accounts and customers reporting directly to the Head of Relationship Management. Develop a tailored customer management strategy and nurture strong relationships at all levels of management with all Members. Take responsibility for providing a customer perspective to market development effort. This includes identifying products or service enhancement opportunities and contributing to their development, based on customer feedback. Have a deep understanding of the products and services offered by the exchange's platform Have a deep understanding of the regulatory environment affecting financial services, commodities and our membership. Providing a forward looking view on likely changes affecting their customer base and likely reactions to our service provision. Responsible for monitoring product penetration and usage and to identify the plan for expansion across the target client base. Working in conjunction with the Market Access team evaluate membership applicants, conduct initial site visits, document conclusions and ensure retention as per KYC Procedures and AML policy. Help in the development of more junior members of the Relationship Management team and assist the Senior Relationship Manager and the Head of Relationship Management when required. Ensure Members, prospective Members and Clients have the best possible 'customer experience' by ensuring a professional, courteous, accurate and timely response to requests at all times. Requirements: Significant experience in a client servicing or sales role in the financial sector with a focus on exchange traded derivatives and/or metals Familiarity with client onboarding and KYC processes Demonstrate a good understanding and knowledge of the regulatory developments affecting commodities and financial markets Demonstrable experience with influencing senior stakeholders at clients to affect change and adopt products Familiarity and comfortable discussing risk modelling and risk perspectives If you think your experience and expertise would be well suited to this opportunity, then please apply, and we will be in touch very soon to discuss your candidacy.