At a Glance
- Tasks: Join a dynamic investment fund and manage financial operations while supporting strategic decision-making.
- Company: Fast-growing investment fund with a strong market presence and ambitious goals.
- Benefits: Hybrid working, hands-on experience, and opportunities for career growth in finance.
- Other info: Collaborate with a lean founding team and enhance financial processes for business growth.
- Why this job: Gain unique insights into the investment industry and accelerate your career with real impact.
- Qualifications: Recently qualified ACA or ACCA professional with strong accounting skills and commercial awareness.
The predicted salary is between 60750 - 74250 £ per year.
Alterna Search has partnered with a dynamic and fast-growing investment fund to appoint a commercially minded Finance & Operations Associate.
With a distinctive mandate within the investment ecosystem, the firm has built impressive momentum since inception, successfully raising capital, expanding its portfolio, and establishing a strong market presence.
As the business enters its next phase of growth, this newly created role offers a rare opportunity to join an ambitious investment platform at a pivotal stage in its journey.
This is a rare opportunity for an recently qualified accountant to gain hands-on exposure to the inner workings of an investment fund, developing a unique blend of financial, commercial, and strategic experience that can accelerate a long-term career in the investment industry.
Working with the lean founding team, you will gain broad exposure across fund finance, portfolio analysis, investor reporting, fundraising, and strategic decision-making.
Responsibilities will include
- Fund Financial Management
- Assist with fund financial management, reporting, and operational finance activities.
- Manage relationships with service providers, auditors, and stakeholders.
- Ensure accuracy and integrity of financial data and reporting.
- Deliver investor reporting, presentations, and performance updates.
- Respond to investor queries and support stakeholder engagement.
- Assist fundraising activities, including due diligence and data room management.
- Portfolio Analytics, Valuations & Investment Support
- Monitor portfolio performance, analysing financial and operational KPIs.
- Produce investment analysis, valuations, and management reporting to support decision-making.
- Track investment performance and provide insights to senior leadership.
- Support portfolio reviews, valuation processes, and investment monitoring.
- Contribute to strategic investment projects and initiatives.
- Process Improvement & Business Growth
- Enhance financial processes, controls, and operational efficiency.
- Support the adoption of AI, systems, and reporting tools.
- Develop scalable processes and best practices to support growth.
- We are seeking an outstanding recently qualified
- ACA or ACCA professional from a
Big Four or leading mid-tier audit background .
You will combine strong technical accounting skills with commercial awareness, intellectual curiosity, and a proactive mindset.
Experience auditing funds, private equity, asset management, or investment vehicles is advantageous, but not essential.
- Further Details
- London office based, with hybrid working.
- #J-18808-Ljbffr
Finance & Operations Associate employer: Alterna Search
Alterna Search offers an exceptional opportunity for a Fund Accountant to join a dynamic and respected fund management platform in London. With a strong emphasis on collaboration and professional development, employees benefit from structured training, exposure to the full fund lifecycle, and the chance to build meaningful relationships across various teams. This role not only provides a supportive work culture but also positions you at the heart of impactful financial decision-making, making it an ideal environment for those seeking to grow their careers in finance.
