At a Glance
- Tasks: Lead finance partnerships, drive value creation, and influence strategic decisions in asset management.
- Company: Join a dynamic wealth management group backed by Bain Capital.
- Benefits: Competitive salary up to £85,000, bonus scheme, pension, and flexible benefits.
- Other info: Inclusive culture with opportunities for personal and professional growth.
- Why this job: Accelerate your finance career while making a real impact in a fast-paced environment.
- Qualifications: Qualified accountant with 3+ years PQE and finance partnering experience in asset management.
The predicted salary is between 85000 - 85000 € per year.
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).
Why us?
We’re a dynamic, fast-paced and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We’re investing heavily in the development of our people, continuously striving to give them the platform to reach their full potential.
We’re also very proud of our culture, having placed in the Top 100 Best Companies to work for again in 2021. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
Finance Business Partner - Omnis Investments in Swindon employer: Openwork
The Openwork Partnership is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee development and well-being. With a strong commitment to fostering talent, this role as a Finance Business Partner provides the opportunity to engage with senior leaders in a fast-paced asset management environment, while enjoying competitive benefits such as a generous salary, bonus scheme, and flexible working arrangements. Join us in our London or Swindon office and be part of a team that values your contributions and supports your career progression towards senior leadership.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Business Partner - Omnis Investments in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial modelling skills and understanding of fund management economics. We want you to walk in with confidence, ready to showcase your expertise and how you can drive value creation.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for roles that excite you, especially in finance business partnering. Tailor your approach to show how you can contribute to their success.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can add value to their team.
We think you need these skills to ace Finance Business Partner - Omnis Investments in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Finance Business Partner role. Highlight your experience in asset management and any relevant qualifications. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how you can bring value to our team. Be specific about your achievements and how they relate to the job description.
Showcase Your Analytical Skills:Since this role involves a lot of analysis and strategic planning, make sure to showcase your analytical skills in your application. Provide examples of how you've used data to drive decision-making in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Openwork
✨Know Your Numbers
As a Finance Business Partner, you’ll need to demonstrate your understanding of asset management revenue models and profitability. Brush up on key metrics like AuM, fee income, and product performance. Be ready to discuss how these figures impact decision-making and value creation.
✨Showcase Your Strategic Thinking
Prepare to talk about your experience with strategic planning cycles, including budgeting and forecasting. Think of examples where you've successfully navigated market volatility or contributed to growth assumptions. This will show your potential to influence senior stakeholders effectively.
✨Bring Actionable Insights
During the interview, focus on delivering clear, actionable insights rather than just reporting numbers. Use storytelling to illustrate how your analysis has led to tangible outcomes in previous roles. This will highlight your ability to drive value creation initiatives.
✨Demonstrate Your Leadership Ambition
Since this role is aimed at those looking to progress towards senior finance leadership, be prepared to discuss your career aspirations. Share specific examples of how you've influenced decision-making at a senior level and your ambition to raise the bar in finance capability.
