The opportunity
This is a high-impact Finance Business Partner role sitting within our Omnis Investments (asset management) business, part of a vertically integrated wealth management group backed by Bain Capital.
You will partner directly with senior leaders across product, distribution and investment operations - bringing commercial insight, challenge and value creation thinking in a complex funds / asset management environment.
This role is designed for an ambitious finance professional looking to accelerate their career, gaining exposure to:
- Asset & fund management economics
- Strategic decision making in a PE-backed business
- End-to-end value creation across a wealth platform
We are specifically targeting individuals who are currently or have recently operated within the asset / fund management sector who are looking to broaden their impact and step closer to a senior leadership trajectory.
This role can be based in our London and Swindon office, with 3 days a week required in the office.
The benefits
- Basic salary -up to £85,000
- Bonus scheme - on target bonus - 10%
- Pension scheme – contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
What you'll be doing
- Act as the lead Finance Business Partner for Omnis Investments, supporting senior stakeholders across investment, product and commercial functions.
- Drive value creation initiatives, identifying opportunities to enhance profitability, margins and capital efficiency.
- Provide commercial insight on AuM, flows, fee income, product performance and cost base.
- Lead strategic planning cycles (budgeting, forecasting, scenario modelling), with a focus on market volatility and growth assumptions.
- Build and challenge investment cases, product launches, pricing strategies and operational initiatives.
- Deliver clear, actionable insight (not just reporting) through high-quality analysis and storytelling.
- Support Value for Money assessment, fund profitability and regulatory considerations within asset management.
- Influence decision-making at senior level, providing constructive challenge and strategic perspective.
- Collaborate across Finance (FP&A, Revenue, Commercial Finance) to ensure a joined-up view of business performance.
- Help raise the bar in finance capability, setting a new benchmark for partnering within the function.
What will you need to succeed?
- Qualified accountant (ACA / ACCA / CIMA or equivalent) with a minimum of 3 years PQE.
- Proven Finance Business Partnering experience in asset management, fund management or wealth / platform businesses (highly desirable).
- Strong understanding of:
- Asset / fund management revenue models (AuM-driven income).
- Product economics and profitability.
- Commercial drivers within a wealth / investment platform.
- Advanced financial modelling and scenario analysis capability.
- Track record of influencing senior stakeholders and driving decision-making.
- Experience working in a complex, regulated financial services environment (e.g. ICARA awareness advantageous).
- Ambition to progress toward senior finance leadership (FD trajectory).
