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- Tasks: Join a dynamic team as an Investment Analyst, supporting financial growth and analysis.
- Company: Work with a leading Private Equity fund known for its ambitious growth and passionate leadership.
- Benefits: Enjoy hybrid working, a sociable culture, and opportunities for career progression.
- Why this job: Gain exposure to diverse stakeholders and enhance your financial skills in a rewarding environment.
- Qualifications: Must be ACA qualified with strong Excel skills and a desire to progress.
- Other info: Transaction Services experience is preferred but not mandatory.
The predicted salary is between 36000 - 60000 £ per year.
We are excited to be partnering with a leading Private Equity fund. The fund is highly regarded as a leader within the space and is headed up by passionate senior leadership. This is a great opportunity to join a scaling business with ambitious growth plans. As a result, the business is strengthening its finance team and looking to add a talented Investment Analyst.
This is a brilliant opportunity for a newly qualified accountant straight from practice to support the business to deliver financial growth within the business. You will be supporting project teams accounts, owning financial analysis and of a portfolio within the business, and support on future investments! This position will offer exposure to a variety of different stakeholders and great career progression within the team.
Key Responsibilities
- Support quarterly forecasting and annual budgeting process
- Compile forecast reports, for presentation to leadership
- Coordinate with Management Accountants and Operations during month-end, to understand performance drivers
- Ownership of accounts, supporting through month-end, analysis, reporting, budgeting, and forecasting cycles
- Provide analysis on risk, recommending mitigation methods
Essential Background
- ACA Qualified
- Strong excel skills
- Good interpersonal skillset
- Desire to progress
- Transaction Services experience (preferred)
What’s in it for you?
- Opportunity to work within a growing private equity fund
- High-achieving, rewarding, and sociable culture
- Hybrid working
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Investment Analyst employer: Camino Search
Contact Detail:
Camino Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Make sure to familiarize yourself with the private equity landscape. Understanding the key players, trends, and challenges in the industry will help you stand out during interviews and discussions.
✨Tip Number 2
Network with professionals in the private equity space. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your financial analysis skills, especially in Excel. Being able to demonstrate your proficiency in creating forecasts and reports will be crucial for this role.
✨Tip Number 4
Prepare to discuss your experience with transaction services, if applicable. Highlighting relevant projects or case studies can showcase your ability to contribute effectively to the team.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Investment Analyst position. Understand the key responsibilities and essential background required, such as ACA qualification and strong Excel skills.
Tailor Your CV: Customize your CV to highlight relevant experience, particularly any transaction services experience or financial analysis roles. Emphasize your ACA qualification and any specific projects that demonstrate your analytical skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and private equity. Mention your desire to progress within the industry and how your skills align with the company's ambitious growth plans.
Highlight Interpersonal Skills: In your application, make sure to emphasize your interpersonal skills. The role involves working with various stakeholders, so demonstrating your ability to communicate effectively will be crucial.
How to prepare for a job interview at Camino Search
✨Showcase Your Financial Acumen
Be prepared to discuss your experience with financial analysis, budgeting, and forecasting. Highlight specific examples from your previous roles or projects that demonstrate your ability to support financial growth.
✨Demonstrate Strong Excel Skills
Since strong Excel skills are essential for this role, be ready to talk about your proficiency. You might even want to mention any advanced functions or tools you are familiar with, as this will show your technical capability.
✨Highlight Interpersonal Skills
This position involves working with various stakeholders, so emphasize your interpersonal skills. Share examples of how you've successfully collaborated with teams or communicated complex information to non-financial colleagues.
✨Express Your Desire to Progress
The company values ambition and growth, so make sure to convey your desire for career progression. Discuss your long-term goals and how this role aligns with your aspirations within the private equity space.
