At a Glance
- Tasks: Analyse investments, manage cash flows, and collaborate with teams to drive financial success.
- Company: Join a dynamic global Private Equity firm in London's West End.
- Benefits: Competitive salary, career progression, and a collaborative work environment.
- Why this job: Make an impact in a high-growth firm while developing your finance skills.
- Qualifications: Qualified accountant with experience in Private Equity or Investment Management.
- Other info: Ideal for proactive individuals eager to drive efficiencies and influence decisions.
The predicted salary is between 36000 - 60000 £ per year.
Goodman Masson are searching for a Finance Analyst to join a recently established, global Private Equity firm based in London’s West End. This is a fantastic opportunity for a qualified accountant to gain broad exposure across fund finance, working in a high-performing, tech-enabled team that partners closely with investment professionals and senior stakeholders. The role will involve working with investment and execution teams to ensure optimal liquidity management, executing FX trades, and managing loan facility utilisations. The successful candidate will also contribute to financial reporting, investment performance analysis and investor communication, helping to shape strategy and improve operational efficiency across funds and affiliated vehicles. This is an excellent opportunity for someone with strong analytical skills, commercial acumen and the ability to influence decision-making. The firm offers a dynamic, collaborative environment with a clear path for career progression, making it an ideal role for those looking to develop rapidly within a high-growth Private Equity business.
Responsibilities
- Detailed review of investment valuations and cashflows down to portfolio company level, with regular exception reporting to ensure accuracy and correct classification;
- Analyse investment performance and partner with Investment and Investor Relations teams to deliver performance analysis and assist with investor data requests and fundraising materials;
- Manage and monitor complex underlying investment structures and the progress of new investments to ensure funding and reporting requirements are met;
- Daily cash management and forecasting — working with investment teams and the fund administrator to ensure sufficient liquidity for investment calls and expenses, and making recommendations on timing of cashflows and use of leverage;
- Collaborate with FX trading counterparties and leverage providers to execute FX trades, manage loan facility utilisations and negotiate transaction terms;
- Review fund accounting and bookkeeping prepared by third-party administrators, including quarterly fund accounts and investor capital account statements;
- Monitor invested capital, investment restrictions and covenant compliance on loan facilities;
- Assist with preparation and review of quarterly and annual financial statements for management companies, including multi-entity consolidations;
- Support regulatory, tax and audit processes through close collaboration with advisors and external providers.
Key Skills
- Recently qualified accountant — up to 2 years PQE;
- Experience in Private Equity or Investment Management, either gained within an accounting firm auditing funds, in-house as a Fund Accountant, or through a Fund Administrator;
- Strong organisational skills with excellent attention to detail and proven Excel ability;
- Strong academics (2:1 degree or higher preferred);
- Excellent interpersonal skills with the ability to build trusted relationships with senior stakeholders;
- Commercial mindset with the ability to influence strategic decision-making;
- Proactive, forward-thinking and eager to identify process improvements and drive efficiencies.
Finance Analyst – Private Equity employer: Banking & Financial Services
Contact Detail:
Banking & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Analyst – Private Equity
✨Network Like a Pro
Get out there and connect with people in the finance and private equity space. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for informational chats. You never know who might have the inside scoop on job openings!
✨Ace the Interview
Prepare for your interviews by researching the firm and understanding their investment strategies. Be ready to discuss how your skills can contribute to their goals. Practice common interview questions and think of examples that showcase your analytical skills and commercial acumen.
✨Showcase Your Skills
When you get the chance, demonstrate your strong Excel abilities and attention to detail. Bring along examples of your work or case studies that highlight your experience in fund finance and investment performance analysis. This will help you stand out as a candidate who can hit the ground running.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our dynamic team and contributing to our growth in the private equity sector.
We think you need these skills to ace Finance Analyst – Private Equity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Analyst role. Highlight your experience in Private Equity or Investment Management, and don’t forget to showcase your analytical skills and attention to detail. We want to see how you can contribute to our high-performing team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and how your background makes you a perfect fit for this role. We love seeing candidates who can connect their experiences to what we do at StudySmarter.
Showcase Your Skills: Be sure to highlight your strong Excel abilities and any relevant financial analysis experience. We’re looking for someone who can manage cash flows and execute FX trades, so make those skills pop in your application!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our dynamic team at StudySmarter!
How to prepare for a job interview at Banking & Financial Services
✨Know Your Numbers
As a Finance Analyst, you'll be dealing with investment valuations and cashflows. Brush up on your financial metrics and be ready to discuss how you would approach analysing investment performance. This shows you’re not just familiar with the numbers but can also apply them in real-world scenarios.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Whether it’s through managing complex investment structures or performing detailed financial reporting, having specific instances ready will demonstrate your capability and experience in a high-performing environment.
✨Understand the Private Equity Landscape
Familiarise yourself with current trends in private equity and how they impact fund finance. Being able to discuss recent developments or case studies will show that you’re engaged and knowledgeable about the industry, which is crucial for influencing decision-making.
✨Build Rapport with Stakeholders
Since the role involves collaborating with investment professionals and senior stakeholders, practice your interpersonal skills. Think of ways to establish trust and communicate effectively during the interview. This could involve discussing how you’ve successfully built relationships in past roles.