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For Companies At a Glance
- Tasks: Support financial analysis and investment appraisal for strategic initiatives.
- Company: Dynamic legal tech business driving data-driven decision-making.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Why this job: Make a real impact by shaping investment decisions in a fast-paced environment.
- Qualifications: Qualified ACA, ACCA, CIMA, or CFA with strong analytical skills.
- Other info: Collaborate with senior stakeholders and enhance your financial modelling expertise.
The predicted salary is between 36000 - 60000 £ per year.
This legal technology business supports complex, data-driven decision-making across professional services environments. As the organisation continues to invest in new products, strategic initiatives, and long-term growth opportunities, finance plays an increasingly important role in evaluating performance, assessing investment decisions, and supporting senior stakeholders with clear insight. The business is now seeking an Investment Analyst to strengthen modelling, investment appraisal, and decision support across the organisation.
The Role
Reporting into senior leadership, the Investment Analyst will support financial analysis, modelling, and decision-making across a range of strategic initiatives. The role combines investment appraisal with commercial performance analysis, contributing to business cases, evaluation of opportunities, and post‑investment review, working closely with senior stakeholders.
Key Responsibilities
- Build and maintain robust financial models to support investment cases, strategic initiatives, and business planning
- Provide scenario analysis and sensitivity modelling to support decision-making
- Analyse performance, returns, and key value drivers across products, projects, or initiatives
- Prepare investment papers and insight for senior stakeholders to support strategic decisions
- Support due diligence on potential acquisitions, partnerships, or new initiatives
- Monitor performance against forecasts and business cases, highlighting risks and opportunities
- Contribute to strategic planning and capital allocation discussions
- Improve analytical frameworks, modelling standards, and reporting tools
Candidate Profile
- ACA, ACCA, CIMA, or CFA qualified (or equivalent)
- Previous experience in investment analysis, corporate finance, commercial finance, or strategy-focused roles
- Advanced Excel and financial modelling capability (business case modelling, scenarios, sensitivities)
- Strong analytical skills with the ability to interpret complex information and present it clearly
- Confident working with senior stakeholders and contributing to decision‑making
- Detail-focused, commercially minded, and comfortable managing multiple priorities
- Interest in legal, professional services, or technology-led environments
Investment Analyst employer: Harper May
Contact Detail:
Harper May Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment analysis field through LinkedIn or industry events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. We recommend practising common investment appraisal scenarios and being ready to discuss your analytical approach. Show them you’re the go-to person for decision support!
✨Tip Number 3
Tailor your pitch! When you get the chance to speak with potential employers, highlight your experience with scenario analysis and sensitivity modelling. We want to see you shine by showcasing how you can add value to their strategic initiatives.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Analyst role. Highlight your financial modelling and analytical skills, as well as any relevant qualifications like ACA or CFA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about investment analysis and how your background makes you a great fit for our team. Be specific about your experience with scenario analysis and decision support.
Showcase Your Analytical Skills: In your application, provide examples of how you've used your analytical skills in previous roles. We want to see how you've interpreted complex information and contributed to strategic decisions.
Apply Through Our Website: We encourage you to apply directly 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 us you’re keen on joining our team!
How to prepare for a job interview at Harper May
✨Know Your Numbers
As an Investment Analyst, you'll be expected to handle complex financial models. Brush up on your Excel skills and be ready to discuss specific examples of financial modelling you've done in the past. This will show that you can hit the ground running.
✨Understand the Business
Familiarise yourself with the legal technology sector and the company's products. Being able to discuss how your analytical skills can contribute to their strategic initiatives will impress the interviewers and demonstrate your genuine interest in the role.
✨Prepare for Scenario Analysis
Since the role involves scenario analysis and sensitivity modelling, think of a few scenarios you could present during the interview. Be prepared to explain how you would approach these analyses and what insights they could provide for decision-making.
✨Engage with Senior Stakeholders
The job requires working closely with senior stakeholders, so practice articulating your thoughts clearly and confidently. Prepare questions that show you're thinking about how to support their strategic decisions, which will highlight your collaborative mindset.
