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For Companies At a Glance
- Tasks: Analyse portfolio performance trends and support investment management decisions.
- Company: Join a well-established investment fund experiencing exciting growth.
- Benefits: Competitive pay based on skills, with potential for remote work flexibility.
- Why this job: Be part of a dynamic team impacting financial strategies in a thriving industry.
- Qualifications: Qualified accountant (ACA/ACCA/CIMA) with a passion for investment management.
- Other info: This is a 12-month contract role at mid-senior level.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a well-established investment fund looking to add a commercially minded finance professional to their team due to continuing growth in a 12 month contract.
The Financial Planning and Analysis Specialist will hold the following responsibilities:
- Review and analyse trends in portfolio performance
- Develop and contribute to our understanding of the commercial factors impacting performance liaising with the Investment Management team
- Review and contribute to the board pack detailing portfolio and portfolio companies performance reports/ trend analysis
- Review and contribute to valuations/ business plans and forecasts alongside supporting the investment management team on transactions
What’s required:
- A qualified accountant (ACA/ ACCA/ CIMA)
- A strong team player
- An interest in investment management or Private Equity
Seniority level: Mid-Senior level
Employment type: Contract
Job function: Accounting/Auditing, Finance, and Analyst
Industries: Financial Services, Investment Management, and Venture Capital and Private Equity
Financial Planning and Analysis employer: JSS Search
Contact Detail:
JSS Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis
✨Tip Number 1
Network with professionals in the investment management and private equity sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and analysis, particularly in portfolio performance. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your passion for the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've contributed to financial analysis or business planning in previous roles. Highlight your experience with valuations and forecasts to show that you're a strong fit for the responsibilities outlined in the job description.
✨Tip Number 4
Research StudySmarter's values and mission to align your responses during interviews. Showing that you understand our goals and how you can contribute will set you apart from other candidates.
We think you need these skills to ace Financial Planning and Analysis
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a financial professional, particularly your ACA/ACCA/CIMA credentials. Emphasise any relevant experience in investment management or private equity to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of financial planning and analysis. Mention specific experiences where you reviewed portfolio performance or contributed to business plans, demonstrating your commercial mindset.
Highlight Team Collaboration: Since the role requires strong teamwork, include examples in your application that illustrate your ability to work effectively within a team. Discuss any past experiences where you liaised with different departments, especially in finance-related projects.
Showcase Analytical Skills: In your application, provide examples of how you've analysed trends in portfolio performance or contributed to valuations. This will demonstrate your analytical capabilities, which are crucial for the Financial Planning and Analysis Specialist role.
How to prepare for a job interview at JSS Search
✨Showcase Your Qualifications
Make sure to highlight your qualifications as a certified accountant (ACA/ACCA/CIMA) during the interview. Be prepared to discuss how your education and certifications have equipped you with the skills necessary for financial analysis and planning.
✨Demonstrate Commercial Awareness
Since the role requires a commercially minded finance professional, be ready to discuss your understanding of investment management and private equity. Share examples of how you've contributed to commercial decision-making in previous roles.
✨Prepare for Technical Questions
Expect technical questions related to portfolio performance analysis and trend reporting. Brush up on your knowledge of financial metrics and be prepared to explain how you would approach analysing trends in portfolio performance.
✨Emphasise Team Collaboration
As a strong team player is required for this position, be sure to provide examples of how you've successfully collaborated with others in past roles. Discuss how you can work effectively with the Investment Management team to support their objectives.
