At a Glance
- Tasks: Manage client financial reporting and assist in audits for asset management clients.
- Company: Join a leading property management firm with a friendly and inventive culture.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for growth and creativity in problem-solving.
- Why this job: Make a real impact in finance while building valuable skills and relationships.
- Qualifications: 2-3 years of accounting experience; working towards a professional qualification is preferred.
The predicted salary is between 35000 - 45000 £ per year.
Location: London
Hours: 35 per week
As an Asset Management Analyst, you will contribute to our vision of being the UK's favourite property manager by:
- Taking ownership of all client financial reporting to asset management clients.
- Assisting in the AVIVA SPV year end audit in an efficient manner.
- Ensuring all reporting KPIs to asset management clients are met.
- Ensuring accuracy of month end reporting for Corporate management accounts.
This role reports to the Senior Business Partner - Commercial & Asset Management.
Main Responsibilities:
- Maintain month end schedules, balance sheet reconciliations and monthly management accounts for the client's SPVs and Limited Partnership Entity.
- Produce a management report for client entities on a quarterly basis in a timely manner.
- Resolve issues on accounts and ensure a quality service is provided to the asset management client.
- Liaise effectively with auditors to deliver a smooth audit process and provide the best possible outcome for our client.
- Adopt a proactive approach to audit and accounts, liaising with analysts/managers on areas of concern.
- Bank reconciliation and process bank payments.
- Preparing prepayments and accruals and maintain relevant schedules.
- Perform monthly analysis for the Commercial & Asset management divisions.
- Assist in weekly KPI reporting to AVIVA operations management.
- Prepare annual budget & monthly forecasts.
- Business Partner and build relationships with operations.
- Presentation of monthly results & analysis to operations management.
- Identify efficiencies in current process.
- Assist with any ad-hoc tasks/analysis.
- Take full responsibility of your own development and contribute positively and effectively to the team through creative ideas, tested processes or feedback from colleagues/external parties.
Skills and Experience:
- 2 to 3 years of relevant accounting experience.
- Preferable to be working towards a professional qualification.
- Friendly professional manner, comfortable communicating with peers, other departments, and external stakeholders.
- Understanding of statutory reporting and SPVs advantageous.
- Knowledge of Qube/Sage advantageous.
- Inquisitive nature, keen problem solver.
- Proactive and careful approach.
- Intermediate to advanced excel skills.
- Excellent time management skills. Clear understanding of and ability to meet deadlines.
- Experience and understanding of the industry are preferred.
Our Values:
- Friendly - We look out for people's best interests and show them we care by dealing with them in a warm and friendly manner.
- Inventive - We're creative and resourceful. We strive to improve what we do and how we do it, so we can provide the best ideas and solutions to look after people, their homes and communities.
- Respectful - We listen, consult and take on-board people's opinions and needs. We understand the importance of the home and community in people's lives, and act with respect at all times.
- Skilled - We've the qualifications, experience and take great pride in our work to consistently deliver the highest standards and value for money. We're informed, and we're always building on that knowledge to constantly improve our quality of service.
- Trustworthy - We're always professional, reliable, open and honest. People can depend on us to keep our promises and follow through on our commitments.
Finance Analyst (0621) employer: FirstPort
FirstPort is an exceptional employer, offering a supportive work culture that prioritises employee development and well-being. With flexible working hours and a commitment to diversity, employees benefit from competitive salaries, comprehensive training, and exclusive discounts, all while contributing to a community-focused environment that values customer service and safety.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Analyst (0621)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FirstPort. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Analyst (0621)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FirstPort.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FirstPort's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FirstPort
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FirstPort.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FirstPort will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FirstPort employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
