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For Companies At a Glance
- Tasks: Analyse financial data and create insightful reports for strategic decision-making.
- Company: Join a leading investment firm focused on diverse partnerships and innovative industries.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: This role offers a unique chance to influence high-level decisions and drive impactful change.
- Qualifications: Seeking qualified accountants with 1+ years PQE, preferably in Asset Management.
- Other info: Work in Jersey or London and collaborate with top industry professionals.
The predicted salary is between 36000 - 60000 £ per year.
Are you a fund accountant or internal finance professional who’s ready to work for a prominent privately held investment business? Want to use the experience you’ve gained to provide powerful insights to the most senior members of the business? Want to move to the other side of the table and utilise information from Fund Services businesses in your analysis and reporting? Get in touch today – this is a unique career changing opportunity which does not come about every week!
The Company
OFC Partners are delighted to be representing a prominent, privately owned investment business which is focused on fostering and expanding diverse investment partnerships. With a unique entrepreneurial approach, the firm spans multiple sectors, including growth investments, real assets, credit, and public markets. Additionally, it strategically invests in transformative industries, maintaining a dynamic and future-focused investment philosophy.
The Role
In this Associate role, you will:
- Drive powerful insights through consolidated financial analysis and performance metrics, crafting monthly management information and KPI reporting that empower strategic decision-making.
- Coordinate reporting from underlying investments, supporting year-end processes to meet client deadlines.
- Oversee key operational tasks such as capital calls, cash flow, liquidity management, and lending arrangements.
- Develop and enhance client reporting and analytics to deliver insights and support decision-making.
- Liaise with external vendors (e.g., auditors, administrators) and collaborate with internal functions (e.g., Risk, Compliance, Legal) for seamless service delivery.
What We Need
A qualified accountant with 1+ years post-qualification experience (PQE), ideally in Asset Management. A detail-oriented, task-focused professional adept at driving change. Experience in financial and operational business partnering, with the capability to manage comprehensive reporting, liaise with external vendors, and ensure client-centric service delivery.
Associate – Performance Analysis and Reporting style role – Investment Business – seeking accou[...] employer: OFC Partners
Contact Detail:
OFC Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate – Performance Analysis and Reporting style role – Investment Business – seeking accou[...]
✨Tip Number 1
Network with professionals in the investment business sector. Attend industry events or webinars where you can meet fund accountants and finance professionals. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in performance analysis and reporting within the investment sector. Understanding current methodologies and tools used in financial analysis will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with financial metrics and KPIs in detail. Be ready to share specific examples of how your insights have influenced decision-making in previous roles, as this will demonstrate your value to potential employers.
✨Tip Number 4
Research OFC Partners and the investment business they represent. Understanding their approach and values will allow you to tailor your conversations and show genuine interest in their operations, making a positive impression.
We think you need these skills to ace Associate – Performance Analysis and Reporting style role – Investment Business – seeking accou[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund accounting or internal finance. Emphasise any specific skills related to financial analysis, performance metrics, and reporting that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the investment business and your understanding of the role. Mention how your background in asset management and your analytical skills can contribute to the company's goals.
Highlight Relevant Experience: In your application, focus on your post-qualification experience (PQE) and any specific projects or tasks that demonstrate your ability to drive insights and manage reporting processes effectively.
Showcase Soft Skills: Don’t forget to mention your detail-oriented nature and task-focused approach. Highlight your ability to collaborate with various teams and external vendors, as this is crucial for the role.
How to prepare for a job interview at OFC Partners
✨Know Your Numbers
As an Associate in Performance Analysis, you'll be expected to have a strong grasp of financial metrics. Brush up on key performance indicators (KPIs) relevant to investment businesses and be ready to discuss how you've used data to drive insights in your previous roles.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical abilities. Discuss specific instances where your financial analysis led to strategic decisions or improvements in reporting processes. This will demonstrate your capability to provide powerful insights as required by the role.
✨Understand the Business Landscape
Familiarise yourself with the investment business sector, especially the areas the company focuses on, such as growth investments and real assets. Being knowledgeable about current trends and challenges in the industry will show your genuine interest and readiness to contribute.
✨Prepare for Collaboration Questions
Since the role involves liaising with external vendors and internal functions, be prepared to discuss your experience in collaborative environments. Think of examples where you successfully worked with different teams or stakeholders to achieve a common goal.
