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- Tasks: Support investment appraisal, financial modelling, and corporate finance transactions across a diverse European portfolio.
- Company: Join Sumitomo Corporation, a leading global trading group with a focus on sustainability.
- Benefits: Competitive salary, hybrid working, 25 days leave, and professional development support.
- Why this job: Make a real impact in investment management while collaborating with senior stakeholders.
- Qualifications: Degree qualified with experience in investment analysis or corporate finance.
- Other info: Dynamic environment with opportunities for career growth and a focus on innovation.
The predicted salary is between 43000 - 57000 £ per year.
Join a dynamic investment portfolio management team at Sumitomo Corporation in London, working as an Investment Portfolio Management Senior Analyst and supporting investment appraisal, financial modelling and corporate finance transactions across a diverse European portfolio.
We have a fantastic new job opportunity for a Senior Analyst to join a high-performing Investment Portfolio Management team based in London. The Senior Analyst will support investment appraisal, financial modelling, valuation and transaction execution across a European portfolio of approximately 50 companies. This includes due diligence, forecasting, discounted cash flow analysis and investment committee reporting.
As a Senior Analyst you will also help monitor portfolio company performance, analyse KPIs, support M&A activity and contribute to strategic decision-making, working closely with senior stakeholders including executive leadership.
DUTIES
- Investment Appraisal & Analysis: Review teasers and investment memorandums, assess financial performance, value drivers, regulatory environment and industry dynamics.
- Financial Modelling: Develop integrated three-statement forecast models and perform financial modelling including discounted cash flow, public company and precedent transaction analysis.
- Valuation & Returns Assessment: Determine appropriate target company valuations and calculate expected investment returns.
- Transaction Support: Assist in structuring transactions, drafting LOIs and NBOs, and supporting negotiations.
- Due Diligence Coordination: Participate in due diligence and coordinate third-party advisors and professional services providers.
- Investment Committee Reporting: Support drafting of investment memorandums and presentation materials for senior management.
- Portfolio Monitoring: Monitor portfolio company KPIs, analyse budget variances and financial performance.
- Strategic Collaboration: Work with business units, tax and legal teams to support strategy, value creation initiatives and post-merger integration.
- Governance Support: Assist with board-level governance activities and support senior stakeholders in key decision-making.
CANDIDATE REQUIREMENTS
- Degree qualified with a strong academic background.
- Previous experience in investment analysis, corporate finance, financial modelling or transactional environments such as investment banking, consulting or private equity.
- Proven experience of financial modelling, valuation techniques and forecasting.
- Strong analytical skills with the ability to interpret complex financial data and KPI reporting.
- Excellent communication skills with the ability to present findings to senior stakeholders.
- Collaborative approach with strong teamwork and interpersonal skills.
- Willingness to travel up to 20% domestically and internationally.
DESIRABLE
- Professional qualification such as IMC, CFA, ACA, CA, MBA or equivalent.
- Experience with M&A transactions and post-merger integration.
- Understanding of sectors including energy, infrastructure, automotive, digital, resources or industrial markets.
BENEFITS
- Competitive salary plus benefits.
- Hybrid working - 3 days working in the office in London per week with 2 days working from home.
- 25 days annual leave + flexible working hours.
- Flexi time credits for hours worked beyond 35 hours per week, with line manager approval.
- Working Away - Up to 20 calendar days to work from any location either in the country you work in or overseas.
- Life assurance, pension scheme, bonus scheme.
- Free annual health check.
- Free onsite gym with pool and classes.
- 24/7 Employee Assistance Programme.
- Training and development tailored to your goals.
- Potential support towards professional qualifications.
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details.
Senior Analyst / Investment Portfolio Management employer: Sumitomo Corporation
Contact Detail:
Sumitomo Corporation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Analyst / Investment Portfolio Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who might know someone at Sumitomo Corporation. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling and valuation techniques. Be ready to discuss your past experiences in detail, especially any M&A transactions you've been involved in. Show us you know your stuff!
✨Tip Number 3
Don’t just apply and wait! Follow up on your application through our website or LinkedIn. A quick message expressing your enthusiasm can make a big difference and show us you’re genuinely interested.
✨Tip Number 4
Stay updated on industry trends, especially in sectors like energy and infrastructure. Being able to discuss current events and how they impact investment strategies will impress us during interviews!
We think you need these skills to ace Senior Analyst / Investment Portfolio Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Analyst role. Highlight your investment analysis, financial modelling, and corporate finance experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment portfolio management and how your background aligns with our mission at Sumitomo Corporation.
Showcase Your Analytical Skills: We love numbers! Include specific examples of how you've used your analytical skills in previous roles, especially in financial modelling or valuation techniques. This will help us see your potential impact on our team.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Sumitomo Corporation
✨Know Your Financial Models
As a Senior Analyst, you'll be expected to have a solid grasp of financial modelling. Brush up on your skills in developing integrated three-statement forecast models and performing discounted cash flow analysis. Be ready to discuss specific examples from your past experience where you successfully applied these techniques.
✨Understand the Portfolio
Familiarise yourself with the types of companies in the European portfolio that Sumitomo Corporation manages. Research their performance metrics and industry dynamics. This will not only show your interest but also help you answer questions about how you would monitor and analyse KPIs effectively.
✨Prepare for Strategic Discussions
Since you'll be collaborating with senior stakeholders, prepare to discuss how you've contributed to strategic decision-making in previous roles. Think of examples where your analysis influenced key business decisions, especially in M&A or investment appraisal contexts.
✨Showcase Your Communication Skills
Excellent communication is crucial for this role. Practice articulating complex financial data clearly and concisely. You might be asked to present findings during the interview, so consider preparing a brief presentation on a relevant topic to demonstrate your ability to convey information effectively.
