At a Glance
- Tasks: Drive cash strategy and investment analysis to optimise financial performance.
- Company: Join a dynamic Family Office Investment Group with a focus on innovation.
- Benefits: Competitive salary, professional growth, and a collaborative work environment.
- Other info: Work in a culturally diverse team with opportunities for career advancement.
- Why this job: Be at the forefront of strategic financial decision-making and impact.
- Qualifications: 4-10+ years in investment banking or corporate finance; ACA/CFA preferred.
The predicted salary is between 75600 - 92400 £ per year.
Partnered with a Family Office Investment Group who are seeking a senior FP&A, Cash and Investment Strategy Specialist to partner closely with the CFO.
This opportunity places you at the heart of groupwide cash generation, deployment, and optimisation, blending treasury, market analysis, investment assessment, and strategic planning.
Unlike traditional FP&A or PE roles, this position focuses on forward-looking strategy and interpretation rather than routine transaction processing.
What you'll do
- Maintain an overarching view of groupwide cash inflows and outflows, identifying short-term users, medium-term breakeven points, and long-term generators across business units.
- Assess whether the group is correctly capitalised for both stability and growth by analysing surplus cash deployment strategies including yield-focused credit options and equity investments.
- Deconstruct existing and prospective investments to understand true return drivers beyond mechanical model outputs, comparing opportunities across corporate bond, credit, and equity markets.
- Interpret interest rate volatility, credit spreads, and FX exposures to translate market movements into actionable group-level implications.
- Support reviews of external investment managers by assessing activities for consolidation, reduction, or potential in-house trading capability development.
- Evaluate alignment of the current portfolio with the group's three-to-five-year strategic plan by identifying steady-state assumptions and areas for optimisation or capital redeployment.
- Facilitate scenarios where cash can be actively recycled between businesses rather than remaining idle to maximise value creation.
- Apply judgement to complex situations involving multiple factors between investment outcomes, identifying genuine issues or opportunities through analytical interpretation.
- Act as a trusted thought partner to the CFO by translating complex analysis into clear commercial insights that support executive decision-making.
- Continuously improve internal financial reporting processes by enhancing accuracy, efficiency, automation, and developing dashboards using visualisation tools.
What you bring
- 4-10+ years' experience in investment banking treasury markets or corporate finance ideally within complex multi-entity groups.
- Strong exposure to cash flow capital structures and market analysis rather than purely accounting-led FP&A roles.
- ACA CFA or equivalent professional qualification preferred demonstrating advanced financial acumen.
- Deep understanding of cash compounding return generation and capital deployment in real-world business contexts.
- Ability to interpret credit equity and market data effectively using Bloomberg Excel Power Point; familiarity with Power BI dashboards is advantageous.
- Exceptional analytical skills enabling you to dissect investments strategies identify risks opportunities beyond surface-level metrics.
- Collaborative pragmatic approach with proven ability to interact across diverse businesses finance teams investment professionals external advisors.
- High level of integrity professionalism discretion commitment to confidentiality essential for success within culturally diverse flat structured organisations.
- Please note: this role would be 5 days a week in the office
Apply today by clicking on the link provided.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
FP&A, Cash and Investment Strategy Specialist in London employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A, Cash and Investment Strategy Specialist in London
✨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 Jobiqo. 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 FP&A, Cash and Investment Strategy Specialist in London
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 Jobiqo.
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 Jobiqo'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 Jobiqo
✨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 Jobiqo.
✨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 Jobiqo 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 Jobiqo 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.
