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For Companies At a Glance
- Tasks: Analyse financial performance and prepare models for fund forecasting.
- Company: Join a global investment management firm with over $7bn in assets under management.
- Benefits: Enjoy a competitive salary of £75,000 - £100,000 plus bonuses.
- Why this job: Be part of a dynamic team influencing investment strategies and financial outcomes.
- Qualifications: Must be ACA qualified with strong Excel modelling skills.
- Other info: Opportunity to work closely with various internal teams and stakeholders.
The predicted salary is between 60000 - 84000 £ per year.
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.
Key Responsibilities:
- 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.
- 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.
- 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.
Senior Finance Analyst - Financial Services employer: Walker Hamill
Contact Detail:
Walker Hamill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Finance Analyst - Financial Services
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Brush up on your financial modelling skills, especially in Excel. Consider taking online courses or certifications that focus on advanced financial modelling techniques to demonstrate your expertise during interviews.
✨Tip Number 3
Familiarise yourself with the specific funds and investment strategies used by the firm. Understanding their portfolio and performance metrics will allow you to speak knowledgeably about how you can contribute to their goals.
✨Tip Number 4
Prepare for potential case studies or technical assessments during the interview process. Practice analysing financial data and creating models under time constraints to showcase your analytical skills effectively.
We think you need these skills to ace Senior Finance Analyst - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial modelling and analysis. Emphasise your qualifications, especially if you are ACA qualified, and include specific examples of your work in commercial functions or fund roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the investment management industry. Mention your experience with financial models and how you've contributed to portfolio monitoring and reporting in previous roles.
Highlight Technical Skills: Since strong Excel financial modelling skills are essential for this role, be sure to mention any advanced Excel techniques you are proficient in. Provide examples of how you've used these skills in past positions to drive results.
Showcase Team Collaboration: The role involves liaising with various internal teams. Highlight your experience working collaboratively with finance, investor relations, and investment teams. Use specific examples to demonstrate your ability to communicate effectively and ensure data accuracy.
How to prepare for a job interview at Walker Hamill
✨Showcase Your Financial Modelling Skills
As a Senior Finance Analyst, strong Excel financial modelling skills are essential. Be prepared to discuss specific examples of financial models you've built or updated in the past, and how they contributed to forecasting fund performance.
✨Understand the Investment Management Landscape
Familiarise yourself with the multi-strategy investment management sector. Research the firm’s portfolio and be ready to discuss how your insights can add value to their Portfolio Monitoring & Reporting function.
✨Prepare for Stakeholder Interaction
Since the role involves regular liaison with various internal teams, think about how you’ve successfully communicated complex financial information to non-financial stakeholders in the past. Prepare examples that highlight your interpersonal skills.
✨Demonstrate Your Commercial Acumen
The role requires ad-hoc commercial analysis, so be ready to discuss your experience in this area. Think of instances where your analysis led to significant business decisions or improvements, and be prepared to share these stories.
