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 opportunities for internal progression.
- Other info: Contribute to innovative projects and process improvements in a supportive team culture.
- 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 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 internal 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 the chance to work closely with senior stakeholders, making it a rewarding place for those seeking meaningful careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Analyst - Investment in 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 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 expected to have a solid grasp of financial data. Brush up on your advanced Excel skills and be ready to discuss valuation methodologies and performance analysis. Prepare examples from your past experience where you've successfully analysed financial data or contributed to investment valuations.
✨Understand the Investment Lifecycle
Familiarise yourself with the investment lifecycle, especially in private equity and credit. Be prepared to discuss how you can contribute to the investment monitoring activities and support performance analysis. Showing that you understand the broader commercial implications of your role will impress the interviewers.
✨Engage with Stakeholders
This role involves significant interaction with senior stakeholders. Think about how you've effectively communicated complex financial information in the past. Prepare to share specific instances where you've partnered with teams across finance, operations, or investment to achieve a common goal.
✨Show Initiative and Innovation
The firm values process improvements and automation initiatives. Come equipped with ideas on how you could enhance existing processes or contribute to data enhancement projects. Demonstrating your proactive approach and willingness to take ownership will set you apart from other candidates.
