At a Glance
- Tasks: Manage investment portfolios and oversee financial reporting for impactful investments.
- Company: Established investment business with a focus on sustainable investing.
- Benefits: Competitive salary, bonus, hybrid work, and excellent benefits.
- Other info: Dynamic role with exposure to senior decision-makers and growth opportunities.
- Why this job: Join a collaborative team and influence both commercial and social outcomes.
- Qualifications: 5+ years in finance with ACA, ACCA, or CIMA qualification.
The predicted salary is between 72000 - 88000 £ per year.
Circa £80,000 plus Bonus and Excellent Benefits.
London | Hybrid | Permanent.
This is an opportunity to join a well-established investment business with a collaborative culture and a strong commitment to long-term sustainable investing.
You’ll work across a varied portfolio of investments, gain exposure to senior decision-makers and play a meaningful role in supporting investments that deliver both commercial and social impact.
The Opportunity
You’ll have responsibility for the day-to-day financial management of several investment portfolios, overseeing financial reporting, statutory compliance, liquidity management and Board reporting.
This is a broad role offering exposure to senior stakeholders, complex investment structures and ongoing opportunities to improve processes and controls.
Key Responsibilities
- Take ownership of day-to-day finance activities across multiple investment portfolios.
- Deliver accurate and timely management accounts and statutory reporting.
- Manage cashflow forecasting and liquidity across several investment vehicles.
- Maintain strong financial controls and support governance requirements.
- Prepare Board packs and reporting for senior stakeholders.
- Build effective relationships with fund administrators, auditors, tax advisers and investment teams.
- Identify opportunities to improve finance processes and reporting efficiency.
The role offers exposure across several specialist investment portfolios, including responsibilities such as:
- Reviewing management accounts prepared by third-party administrators.
- Managing subscriptions, redemptions and investor cash flows.
- Monitoring investment valuations and regulatory compliance.
- Coordinating interim and annual audits.
- Managing financial close processes, drawdowns and project funding.
- Reviewing statutory accounts and tax returns across multiple legal entities.
- Managing intercompany transactions, interest payments, dividends and corporation tax payments.
About You
We’re looking for a commercially minded finance professional who enjoys taking ownership and working with a wide range of stakeholders.
You’ll ideally have
- ACA, ACCA or CIMA qualification with a minimum of 5 years post-qualified experience.
- Experience within investment management, funds, investment trusts or wider financial services
- Strong technical accounting and financial reporting expertise.
- Advanced Excel skills and confidence working with financial systems.
- Excellent organisational skills with the ability to manage multiple deadlines and priorities.
- Strong communication skills and experience engaging with senior stakeholders, auditors and external service providers.
- A proactive approach to improving processes and strengthening financial controls.
- #J-18808-Ljbffr
Investment Finance Manager – London (Hybrid) employer: Asset Finance International
Join a leading investment business in London that champions a collaborative culture and prioritises sustainable investing. As an Investment Finance Manager, you'll benefit from a competitive salary, bonus structure, and excellent benefits while working in a hybrid environment that fosters professional growth and meaningful engagement with senior decision-makers. This role not only offers the chance to manage diverse investment portfolios but also encourages innovation in financial processes, making it an ideal place for finance professionals seeking impactful careers.
Contact Details:
Asset Finance International Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Finance Manager – London (Hybrid)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Asset Finance International, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Asset Finance International.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Asset Finance International.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Asset Finance International, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Finance Manager – London (Hybrid)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Asset Finance International want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Asset Finance International.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Asset Finance International will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Asset Finance International. Numbers speak louder than words!
How to prepare for a job interview at Asset Finance International
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Asset Finance International want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAsset Finance International.
