At a Glance
- Tasks: Join a dynamic team to analyse and forecast fund performance through financial modelling.
- Company: Be part of a global investment management firm with over $7bn in assets under management.
- Benefits: Enjoy a competitive salary, bonuses, and the chance to work in vibrant Central London.
- Why this job: Gain valuable experience in finance while collaborating with top-tier professionals in a fast-paced environment.
- Qualifications: Must be ACA qualified with strong Excel skills and experience in financial modelling.
- Other info: This is a permanent role with opportunities for growth and development.
The predicted salary is between 75000 - 100000 £ per year.
Industry: Multi-strategy investment management firm
Employment Type: Permanent
Location: Central London
Salary Guide: £75,000 - 100,000 base + bonus
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: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Modelling Analyst
✨Tip Number 1
Network with professionals in the investment management industry, especially those who work in financial modelling or analysis. Attend industry events or webinars to make connections and learn more about the role.
✨Tip Number 2
Brush up on your Excel skills, particularly in financial modelling. Consider taking online courses or tutorials that focus on advanced Excel functions relevant to financial analysis.
✨Tip Number 3
Familiarise yourself with the specific financial metrics and valuation techniques used in multi-strategy investment management. This knowledge will help you stand out during interviews.
✨Tip Number 4
Prepare to discuss your previous experience in commercial finance roles, particularly any work related to modelling, valuations, or transaction services. Be ready to provide examples of how you've contributed to similar projects.
We think you need these skills to ace Financial Modelling Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as an ACA and showcases your experience in financial modelling, valuations, and transaction services. Use specific examples that demonstrate your skills relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Financial Modelling Analyst position. Mention your familiarity with portfolio monitoring and reporting, and how your background aligns with the needs of the investment management firm.
Highlight Technical Skills: Emphasise your strong Excel financial modelling skills in both your CV and cover letter. Provide examples of complex models you have built or worked on, and how they contributed to decision-making processes.
Follow Application Instructions: Ensure you use the apply button provided on our website to submit your application. Double-check that all required documents are included and that your application is free from errors before hitting submit.
How to prepare for a job interview at JR United Kingdom
✨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 multi-strategy investment management firm thoroughly. Understand their approach to portfolio management and be ready to discuss how your skills can contribute to their goals.
✨Prepare for Technical Questions
Expect technical questions related to financial performance forecasting and valuation modelling. Brush up on key concepts and be ready to demonstrate your analytical thinking and problem-solving abilities.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with various internal teams, highlight your communication skills. Be prepared to discuss how you’ve effectively collaborated with different stakeholders in previous roles.