At a Glance
- Tasks: Conduct investment analysis, build financial models, and track market trends.
- Company: Join a dynamic fintech company focused on innovative investment solutions.
- Benefits: Enjoy a fully remote role with competitive pay and flexible working hours.
- Why this job: Be part of a cutting-edge team making impactful financial decisions in a fast-paced environment.
- Qualifications: Bachelor's or Master's in Finance or related field; 5+ years experience required.
- Other info: Contract position for 6-8 months, offering £650-£750 per day outside IR35.
The predicted salary is between 46800 - 54600 £ per year.
Senior Financial Analyst 6-8 month initial contract £650-£750 per day Outside IR35 Fully Remote Key Responsibilities: Investment & Product Analytics Conduct in-depth analysis of investment products Evaluate portfolio risk/return profiles across geographies, asset classes, and investor segments. Track key investment metrics: alpha, beta, Sharpe ratio, drawdown, volatility, VaR. Prepare product comparison dashboards and market positioning reports using BI tools. Financial Modeling & Forecasting: Build and maintain robust financial models for: Revenue forecasting CAC-to-LTV modeling across investor segments Unit economics for investment features Use scenario/sensitivity analysis to model the impact of asset performance, fee structures, and FX shifts on platform P&L. Market & Competitive Intelligence Analyze global investment trends, macroeconomic indicators, and competitor performance. Monitor regulatory updates affecting product design or investor access. Benchmark offerings against industry leaders using data from Morningstar, Bloomberg, or crypto analytics platforms. Data & Tooling Integration Extract and analyze data from financial systems and DWHs (e.g., SQL, Snowflake, Redshift). Automate recurring reports using Python, Excel VBA, or cloud workflows (e.g., Google Cloud Functions). Collaborate on building investor dashboards, reporting APIs, and interactive financial tools. Required Qualifications Bachelors or Master\’s in Finance, Economics, Accounting, Statistics, or related field. 5+ years of experience in financial analysis, investment banking, asset management, or fintech environments. Strong experience with financial modeling, forecasting, and investment performance analysis. Advanced Excel skills, plus proficiency in SQL and at least one scripting language (Python or R). Familiarity with multi-asset portfolio theory, risk modeling, and global capital markets. #J-18808-Ljbffr
Senior Financial Analyst - Investment - £750pd Outside IR35 employer: Cornwallis Elt Ltd
Contact Detail:
Cornwallis Elt Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Analyst - Investment - £750pd Outside IR35
✨Tip Number 1
Make sure to brush up on your financial modelling skills, especially in Excel and Python. Being able to demonstrate your proficiency in these areas during discussions can set you apart from other candidates.
✨Tip Number 2
Familiarise yourself with the latest trends in investment analytics and macroeconomic indicators. Showing that you are up-to-date with current market conditions can impress interviewers and highlight your analytical capabilities.
✨Tip Number 3
Prepare to discuss specific examples of how you've used BI tools to create dashboards or reports. Having concrete examples ready will help you illustrate your experience and problem-solving skills effectively.
✨Tip Number 4
Network with professionals in the finance and investment sectors. Engaging with industry peers can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Senior Financial Analyst - Investment - £750pd Outside IR35
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, investment banking, and asset management. Emphasise your skills in financial modelling, forecasting, and any specific tools mentioned in the job description, such as SQL or Python.
Craft a Compelling Cover Letter: Write a cover letter that directly addresses the key responsibilities of the role. Discuss your experience with investment product analytics and financial modelling, and how you can contribute to the company's goals. Be sure to mention your familiarity with BI tools and data integration.
Showcase Relevant Projects: If applicable, include specific projects or achievements that demonstrate your ability to analyse investment products and build financial models. Use metrics to quantify your success, such as improvements in portfolio performance or efficiency gains from automated reporting.
Proofread and Format: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your CV and cover letter are well-formatted and easy to read, as this reflects your attention to detail, which is crucial for a financial analyst role.
How to prepare for a job interview at Cornwallis Elt Ltd
✨Showcase Your Analytical Skills
As a Senior Financial Analyst, your ability to conduct in-depth analysis is crucial. Be prepared to discuss specific examples of how you've evaluated portfolio risk/return profiles and tracked key investment metrics in your previous roles.
✨Demonstrate Financial Modelling Expertise
Highlight your experience with financial modelling and forecasting. Bring along examples of robust financial models you've built, especially those related to revenue forecasting or scenario analysis, to showcase your technical skills.
✨Stay Updated on Market Trends
Familiarise yourself with current global investment trends and macroeconomic indicators. During the interview, reference recent developments in the market and how they could impact investment strategies, demonstrating your proactive approach.
✨Prepare for Technical Questions
Expect technical questions related to SQL, Python, and financial tools. Brush up on your knowledge of data extraction and automation techniques, as well as your proficiency in BI tools, to confidently answer any queries that may arise.