At a Glance
- Tasks: Join our team to enhance revenue reporting and forecasting processes.
- Company: We are a leading Investment Manager based in London, focused on innovation.
- Benefits: Enjoy a 6-month contract with opportunities for growth and skill development.
- Other info: Ideal for proactive individuals eager to thrive in a fast-paced environment.
- Why this job: Be part of a dynamic team shaping financial strategies and making impactful decisions.
- Qualifications: Experience in FP&A or financial analysis, with advanced Excel skills required.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
An established Investment Manager based in London is seeking an experienced Financial Planning & Analysis (FP&A) Analyst to join their team. This is a fantastic opportunity for a hands-on finance professional with strong modelling and data skills to play a key role in shaping the firm's revenue reporting and forecasting processes as they prepare for a new system implementation.
This role is an initial 6-month FTC, with the candidate required to be able to start within 4 weeks.
Key Responsibilities:Redesign and improve existing Excel-based revenue models to ensure accuracy and scalability.
Clean, streamline, and structure financial and operational data for enhanced reporting.
Support the implementation of a new financial system by improving data quality and reporting processes.
Build and maintain financial models in Excel to support revenue forecasting and scenario planning.
Develop dashboards and management reports to provide meaningful insights to senior stakeholders.
Collaborate with finance, operations, and technology teams to ensure best use of financial data.
Strong experience within FP&A or a financial analysis role, ideally gained within investment management or broader financial services.
Advanced Excel modelling skills with a proven track record of building and improving revenue models.
Strong understanding of data management and experience cleaning/structuring datasets.
Experience designing and building dashboards; Power BI knowledge is highly desirable.
Proactive, detail-oriented, and able to communicate insights effectively to both finance and non-finance stakeholders.
This role would suit someone who thrives in a growing, change-oriented environment and wants to directly contribute to building a more robust FP&A function.
Financial Planning & Analysis in London employer: Morgan McKinley
As an established Investment Manager in the heart of London, we pride ourselves on fostering a dynamic and collaborative work culture that empowers our employees to excel. With a strong focus on professional development, we offer tailored growth opportunities and the chance to work on impactful projects that shape our financial strategies. Join us for a rewarding career where your contributions are valued and recognised in a vibrant city known for its financial prowess.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning & Analysis 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 Morgan McKinley. 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 Financial Planning & Analysis 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 Morgan McKinley.
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 Morgan McKinley'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 Morgan McKinley
✨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 Morgan McKinley.
✨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 Morgan McKinley 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 Morgan McKinley 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.
