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- Tasks: Analyse financial performance and prepare models for investment funds.
- Company: Join a global investment management firm with over $7bn in assets under management.
- Benefits: Enjoy a competitive salary, bonuses, and the chance to work in Central London.
- Why this job: Be part of a dynamic team influencing investment decisions and enhancing your financial skills.
- Qualifications: Must be ACA qualified with strong Excel modelling skills and relevant experience.
- Other info: Opportunity for growth in a fast-paced, collaborative environment.
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 are 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.
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.
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 to brush up on your financial modelling skills, especially in Excel. Since strong Excel skills are essential for this role, consider taking a short course or practising with real-world scenarios to showcase your expertise.
✨Tip Number 2
Network with professionals in the investment management industry. Attend relevant events or join online forums where you can connect with people who work in similar roles. This could lead to valuable insights and potential referrals.
✨Tip Number 3
Familiarise yourself with the specific financial models used in portfolio monitoring and reporting. Understanding the nuances of these models will help you stand out during interviews and demonstrate your readiness for the role.
✨Tip Number 4
Prepare to discuss your experience with stakeholder management. Since the role involves liaising with various internal teams, be ready to share examples of how you've successfully collaborated with different departments in your previous roles.
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, particularly your ACA certification and relevant experience in financial modelling or valuations. Use specific examples that demonstrate your skills in Excel and your ability to work with internal teams.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are the perfect fit for the Financial Modelling Analyst role. Mention your experience with financial performance forecasting and your familiarity with investment management, as well as your enthusiasm for the position.
Highlight Relevant Skills: In your application, emphasise your strong Excel financial modelling skills and any experience you have with quarterly valuation modelling. Be specific about the tools and techniques you have used in previous roles.
Follow Application Instructions: Ensure you follow the application instructions carefully. Use the apply button on our website to submit your application and double-check that all required documents are included before hitting send.
How to prepare for a job interview at Walker Hamill
✨Showcase Your Financial Modelling Skills
As a Financial Modelling Analyst, strong Excel skills are crucial. Be prepared to discuss your experience with financial models in detail, and if possible, bring examples of your work to demonstrate your capabilities.
✨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 success.
✨Prepare for Technical Questions
Expect technical questions related to financial modelling, valuations, and performance forecasting. Brush up on key concepts and be ready to explain your thought process when tackling complex scenarios.
✨Emphasise Team Collaboration
The role involves liaising with various internal teams. Highlight your experience working collaboratively across departments and how you ensure accuracy in data and assumptions during the modelling process.
