At a Glance
- Tasks: Analyse investments, prepare performance reports, and support finance teams in a dynamic environment.
- Company: Join a leading global private markets investment firm known for developing finance talent.
- Benefits: Gain broad exposure across private equity and credit with strong career progression opportunities.
- Other info: Contribute to innovative projects and process improvements in a collaborative team.
- Why this job: Make an impact in a fast-paced role while collaborating with senior stakeholders.
- Qualifications: Recently qualified accountant with strong analytical skills and advanced Excel proficiency.
The predicted salary is between 30000 - 40000 € per year.
Goodman Masson are partnering with a leading global private markets investment firm to recruit a Finance Analyst into their Investment Finance team. This is an excellent opportunity for a qualified accountant to gain broad exposure across private equity, private credit and wider private markets strategies within a highly commercial finance function that partners closely with investment and investor-facing teams. The role offers strong exposure to investment valuations, portfolio analysis and senior stakeholder interaction within a fast-paced and collaborative environment.
The firm is known for its strong track record of developing finance talent. Many team members progress internally as their responsibilities grow, and individuals are encouraged to take ownership, contribute ideas and develop a broad commercial understanding of the investment lifecycle.
- Monitoring and reviewing investment valuations through detailed analysis of underlying manager reporting and portfolio company financial information;
- Preparing materials for internal valuation and performance review processes;
- Supporting investment monitoring activities including analysis of portfolio performance, fund exposure and underlying investment trends;
- Partnering with investment, fundraising and investor relations teams to support performance analysis, investor reporting and fundraising materials;
- Supporting quarterly reporting processes including performance packs and analysis for senior stakeholders;
- Working across finance, operations and investment teams to support governance processes and complex investment structures;
- Contributing to process improvements, automation initiatives and data enhancement projects in partnership with finance and technology teams;
- Supporting cross-functional projects across finance, operations and investment teams.
Recently qualified accountant (ACA / ACCA / CIMA) - 0 - 2 / 3 years PQE; trained in practice (Audit, Transaction Services, M&A, Corporate Finance, etc.) and/or in industry (Fund Accounting, an Investment Banking graduate rotation, etc), within Private Equity, Private Credit, Investment Management, or wider Financial Services; strong academic background (2:1 or equivalent preferred); advanced Excel skills and confidence working with financial data; exposure to valuation methodologies, investment performance analysis or portfolio monitoring would be advantageous.
Senior Financial Analyst - Investment in City of London employer: Goodman Masson
Goodman Masson is an exceptional employer, offering a dynamic and collaborative work environment where finance professionals can thrive. With a strong commitment to employee development, the firm provides ample opportunities for career progression and encourages team members to take ownership of their roles while contributing innovative ideas. Located in a vibrant financial hub, employees benefit from exposure to diverse investment strategies and senior stakeholders, making it an ideal place for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Analyst - Investment in City of London
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend networking events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and understanding their investment strategies. Practice common interview questions and think about how your skills can contribute to their team. Remember, we want to see your passion for finance and how you can add value!
✨Showcase Your Skills
When you get the chance, demonstrate your advanced Excel skills and any experience with valuation methodologies. Bring examples of your work or projects that highlight your analytical abilities. We love seeing candidates who can back up their claims with real-life applications!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive roles listed there that you won’t find anywhere else. Let’s get you that Senior Financial Analyst position!
We think you need these skills to ace Senior Financial Analyst - Investment in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Analyst role. Highlight your experience in private equity, investment management, or any relevant financial services. We want to see how your skills align with the job description!
Showcase Your Qualifications:As a recently qualified accountant, don’t forget to mention your ACA, ACCA, or CIMA qualifications. We’re looking for someone who’s trained in practice or industry, so make that clear in your application!
Highlight Analytical Skills:Since the role involves investment valuations and portfolio analysis, showcase your advanced Excel skills and any experience you have with financial data. We love seeing candidates who can crunch numbers and provide insights!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Goodman Masson
✨Know Your Numbers
As a Senior Financial Analyst, you'll be dealing with a lot of financial data. Brush up on your advanced Excel skills and be ready to discuss valuation methodologies and performance analysis. Practise explaining complex financial concepts in simple terms, as you might need to communicate these to non-financial stakeholders.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to the responsibilities of this position. Highlight any experience you have in private equity or investment management, and be ready to share specific examples of how you've contributed to investment monitoring or portfolio analysis.
✨Engage with Stakeholders
This role involves a lot of interaction with senior stakeholders. Think about how you can demonstrate your ability to build relationships and communicate effectively. Prepare questions that show your interest in their investment strategies and how you can add value to their team.
✨Embrace Process Improvement
The firm values innovation and process improvements. Be prepared to discuss any past experiences where you've contributed to automation initiatives or data enhancement projects. Show your enthusiasm for finding efficiencies and improving processes within finance and investment teams.
