Are you an experienced treasury professional looking for a role with real ownership, senior exposure and the opportunity to shape how a treasury function operates?
This is an exciting opportunity to join a small, expert treasury team within a leading UK investment platform, managing a very significant portfolio of client cash.
The role has genuine breadth. You'll take ownership of counterparty credit risk and liquidity risk, while also contributing across treasury dealing, forecasting, financial modelling, regulatory requirements and strategic projects.
You'll have regular exposure to senior stakeholders and Executive Directors and, when required, deputise for the Head of Treasury.
What you'll be doing
- Owning and developing the counterparty credit risk and liquidity risk frameworks across a significant client cash portfolio
- Designing and running stress tests, sensitivity analysis and what-if scenarios
- Leading cashflow forecasting and proactively identifying potential liquidity pressures
- Monitoring exposures against risk appetite and regulatory limits
- Acting as Treasury Dealer when required, including placing deposits with approved counterparties
- Ensuring dealing activity operates within relevant CASS and MIFIDPRU requirements
- Producing clear treasury analysis, risk assessments, forecasts and recommendations for senior stakeholders
- Presenting complex treasury matters confidently to Executive Directors and non-specialist audiences
- Leading interest income forecasting, including model development, assumptions and variance analysis
- Working closely with finance and FP&A to integrate treasury forecasts into wider business planning
- Supporting regulatory reporting, documentation and controls
- Providing treasury input into strategic and growth projects across the wider business
The business has recently implemented FIS Integrity as its Treasury Management System and is looking to maximise its capabilities across risk monitoring, reporting and operational workflows.
At the same time, the team is actively exploring how AI, automation and data tools can enhance treasury analysis, reporting and risk management.
We're particularly interested in people who bring:
- Proven treasury experience, ideally with exposure to counterparty credit risk and/or liquidity risk
- Strong cashflow forecasting and financial modelling experience
- Experience placing deposits and/or undertaking treasury dealing activity
- Excellent Excel and analytical skills, with the ability to build and interpret models and scenarios
- Experience of interest income or similar financial forecasting
- The confidence to communicate complex analysis clearly to senior stakeholders
- Strong attention to detail and organisational skills
- A willingness to operate across the full breadth of Treasury responsibilities
A treasury or financial qualification such as ACT, AMCT, CFA or equivalent would be advantageous.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Credit Risk Manager in Leeds employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Credit Risk Manager in Leeds
✨Dive Into Industry Networking Events
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Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at IDEX Consulting Ltd Careers.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at IDEX Consulting Ltd Careers. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at IDEX Consulting Ltd Careers
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at IDEX Consulting Ltd Careers to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
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In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at IDEX Consulting Ltd Careers, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding IDEX Consulting Ltd Careers's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
