At a Glance
- Tasks: Design and enhance advanced Excel templates for financial data across a diverse portfolio.
- Company: Leading global private markets investment platform with a focus on transformation.
- Benefits: Competitive daily rate, exposure to senior stakeholders, and opportunity for immediate impact.
- Other info: Dynamic role with autonomy and excellent career growth opportunities.
- Why this job: Join a high-visibility transformation programme and make a real difference in finance.
- Qualifications: 5+ years in financial modelling with advanced Excel skills and experience in finance.
An opportunity has arisen with a leading global private markets investment platform for an experienced Financial Modelling specialist to support a high‑profile transformation programme. This role sits at the heart of a firm‑wide initiative to modernise portfolio reporting, financial data collection and valuation processes. You will play a pivotal role in designing scalable Excel‑based solutions that underpin decision‑making across investment and finance teams.
The Opportunity
This is a hands‑on, high‑impact contract role focused on building and optimising financial data infrastructure. You will work closely with senior stakeholders across finance, portfolio monitoring and technology to create robust, automated solutions in a complex investment environment.
Key Responsibilities
- Design and enhance advanced Excel templates to capture financial and KPI data across a diverse portfolio
- Build scalable, structured models with strong data validation and auditability
- Automate workflows using Power Query, VBA/macros and advanced Excel techniques
- Support data mapping, reconciliation and integration with wider reporting systems
- Improve data quality, consistency and governance across financial processes
- Partner with finance, valuation and data teams to translate requirements into practical tools
- Contribute to broader automation and process improvement initiatives
Candidate Profile
We are targeting high‑calibre contractors with a strong blend of financial expertise and advanced Excel capability.
Core requirements
- 5 years+ experience in financial modelling, data/process design or financial systems
- Background in Big 4 Transaction Services/Deals/Valuations or a private equity/asset management environment
- Advanced Excel skills, including experience building robust, scalable templates and models
- Strong understanding of financial statements, KPIs and data flows
- Experience with Power Query, Power Pivot, VBA/macros and data manipulation
Why Apply?
- Work on a high‑visibility transformation programme within a leading investment environment
- Gain exposure to portfolio‑level data, valuation processes and senior stakeholders
- Clear scope, autonomy and the opportunity to make an immediate impact
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We’re committed to protecting the privacy of all our candidates and clients; please visit for our privacy policy.
Financial Modeller/Valuations in London employer: Marks Sattin (UK) Ltd
Join a leading global private markets investment platform in Central London, where you will be part of a dynamic team driving a high-profile transformation programme. With a strong focus on employee growth and development, the company fosters a collaborative work culture that values innovation and impact, offering competitive daily rates and the flexibility of one day working from home. This role not only allows you to enhance your financial modelling skills but also provides the opportunity to engage with senior stakeholders and contribute to meaningful change within the organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Modeller/Valuations in London
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We think you need these skills to ace Financial Modeller/Valuations in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Marks Sattin (UK) Ltd will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Marks Sattin (UK) Ltd. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Marks Sattin (UK) Ltd confidence in your short-term commitment to the role.
How to prepare for a job interview at Marks Sattin (UK) Ltd
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Marks Sattin (UK) Ltd.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Marks Sattin (UK) Ltd that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
