At a Glance
- Tasks: Create and update financial models to forecast fund performance and support quarterly reporting.
- Company: Join a global investment management firm with over $7bn in assets under management.
- Benefits: Enjoy a competitive salary, bonus potential, and the chance to work in vibrant Central London.
- Why this job: Be part of a dynamic team that collaborates across departments and drives impactful financial decisions.
- Qualifications: Must be a qualified ACA with strong Excel modelling skills and relevant commercial experience.
- Other info: This is a permanent role with opportunities for professional growth in a fast-paced environment.
The predicted salary is between 60000 - 84000 £ per year.
We're supporting a successful, global investment management group with over $7bn in AUM to hire a Finance Analyst for the Portfolio Monitoring & Reporting function. The team works closely with internal Finance, Investor Relations and Private Equity Investment teams.
- Understanding both the performance of allocated funds and investments
- Preparing and updating financial models to forecast fund and investment performance, including the financial performance of investee companies
- Quarterly valuation modelling
- Regular liaison with various internal teams and stakeholders (Finance, FP&A, IR, Investments), to ensure the accuracy of the underlying data and modelling of the correct assumptions and scenarios
- Supporting the production of quarterly Investor and Board packs
- Ad-hoc commercial analysis as and when required
The successful candidate will be a qualified ACA (Big 4 or Top Ten) working in a commercial function (Modelling, Valuations, Transaction Services etc) or a relevant in-house role within a Fund. Strong excel financial modelling skills are essential.
To apply for this Financial Business Analyst role, please use the apply button. Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.
Financial Modelling Analyst employer: Walker Hamill
Contact Detail:
Walker Hamill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Modelling Analyst
✨Tip Number 1
Make sure you brush up on your financial modelling skills, especially in Excel. Being able to demonstrate your proficiency in creating and updating complex financial models will set you apart from other candidates.
✨Tip Number 2
Familiarise yourself with the investment management industry, particularly multi-strategy firms. Understanding how different strategies impact fund performance can help you engage more effectively during interviews.
✨Tip Number 3
Network with professionals in the finance and investment sectors. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 4
Prepare for potential case studies or technical assessments that may be part of the interview process. Practising these scenarios can help you showcase your analytical skills and problem-solving abilities effectively.
We think you need these skills to ace Financial Modelling Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial modelling, valuations, and any commercial roles you've held. Use specific examples that demonstrate your skills in Excel and your understanding of fund performance.
Craft a Strong Cover Letter: Write a cover letter that directly addresses the job description. Mention your ACA qualification and how your background aligns with the responsibilities of the Financial Modelling Analyst role. Be sure to express your enthusiasm for working in a multi-strategy investment management firm.
Highlight Technical Skills: In your application, emphasise your strong Excel financial modelling skills. If you have experience with specific financial software or tools, mention these as well to stand out from other candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects attention to detail, which is crucial for a role involving financial analysis.
How to prepare for a job interview at Walker Hamill
✨Showcase Your Financial Modelling Skills
Be prepared to discuss your experience with financial modelling in detail. Bring examples of models you've built or worked on, and be ready to explain your thought process and the assumptions you made.
✨Understand the Company’s Investment Strategy
Research the investment management firm thoroughly. Understand their strategies, portfolio, and recent performance. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Prepare for Technical Questions
Expect technical questions related to financial analysis, valuation techniques, and Excel functions. Brush up on key concepts and be ready to demonstrate your analytical skills during the interview.
✨Communicate Effectively with Stakeholders
Since the role involves liaising with various internal teams, practice articulating complex financial information clearly and concisely. Highlight any past experiences where you successfully communicated with different stakeholders.