Business and Travel Support

Phi Partners is a Capital Markets Technology consultancy, working in a specific context, providing specialist services with a niche focus. We are proud to work with more than 60 financial institutions, including some of the biggest and best known banking brands in the world.

Our People

Our people are project managers, business analysts, technical architects, developers, testers and support analysts – from recent technology or business graduates, to seasoned professionals with 25 years’ experience.

Our Context

We specialise in sell-side and buy-side trading technology. We work primarily with investment banks, but increasingly also with asset management firms and hedge funds. Our clients are IT managers or managers in Trading and Risk business departments who need our help defining, implementing or supporting their technology. Our expert consultants understand the financial products and the business processes that support them.

Our Focus

We specialise in specific vendor trading applications with a speciality in Valuation and Risk.

Summit, Sophis, and Murex are the best-known Vendor technologies in this context – we know them inside out: how to configure them, customise them, integrate them, use them, support them. In fact, we know them so well that we have partnerships with the vendors and often provide our experts to the vendors themselves, for specific projects.

Across and beyond these trading applications, we have particular expertise in quantative development – producing complex valuation and risk measures with bespoke pricing models, integrated with the client’s other technology.

Our Services

We provide individual experts to work under a client’s direction, or whole self-managing teams under the direction of one of our own senior experts. Our people provide services to support or change the client’s technology, or advise on technology choices.

We support our clients with change projects relating to their evolving business requirements – for example introduction of new financial products or responding to new regulations. We regularly undertake change projects relating to a client’s changing technology landscape: anything from a multi-year projects for a greenfield trading system implementation, or development of a cross-asset bespoke valuation service, to building an individual interface or configuring a back office workflow. Migrations of data or business functionality between systems, and system upgrades are both core parts of our business.

We also have a small product devlopment team: we offer a market-leading on-line data archiving solution for Summit, with plans for other specialised products in the pipeline.

Our Company

Phi was founded in 2004 and has since become a 200 people strong organization. We are growing, but we strive to retain our “small company” feel: we treat everyone as an individual and even the most junior employee at Phi knows the CEO!

Our headquarters is in London, and we serve our clients globally - from our offices in the UK, France, Germany and Romania, as well as from client premises across Europe and beyond.

Our Bucharest office (11, Dinu Vintila, Euro Tower, 13th Floor, 2nd District, 021101) was established in 2009 and is home to more than half our workforce running more than half of our business. Here you can find an energetic and dynamic delivery team offering speialist consultancy services across all roles and seniorities. We support clients all over Europe from our Bucharest offices, and there are also plenty of opportunities for our Bucharest team members to work overseas. The Phi Partners Operations functions are also based in Bucharest.

The role should actively advise the employees on cost effective travel options in line with the current travel policy and take over controlling functions in terms of travel budgets
•Fluent English speaker and writer;
•Strong organizational and problem solving skills, attention to details, analytical thinker, accuracy
•Ability to multitask and quickly interpret complex information
•Ability to communicate concisely and directly and be proficient in business writing
•Interpersonal communication and relationship building skills
•Willingness to learn new functions and to enhance existing skills
•Patience and flexibility

•Maintain Travel policy for the firm, ensuring employees adhere to company policy
•Arranging complex and detailed travel plans, itineraries, and agendas in Europe, Asia, Unite States, and compiling documents for travel-related meetings for all levels within the company as much as for CEO and top management as for the regular employees
•Constantly seek for better prices and cost effective options on flights and accommodation (e.g. negotiation rates with hotel chains)
•Ensuring that the business trips are booked in line with the agreed budgets – this includes an active advise to employees on possible cost effective options
•Supporting company events by managing travel & logistics
•Providing meaningful reports to Finance on travel & logistics expenditure
•Provide support to Leadership to ensure policies and processes are effective, value adding and support business performance and growth
•Administrative business support to Leadership in the Bucharest office and if needed remotely for other locations
•Ad hoc reception duties