Legal Investment Analyst

Legal Investment Analyst

City of London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Analyse investments, develop financial models, and mentor junior analysts in a dynamic law firm.
  • Company: A leading law firm with a focus on innovative investment strategies.
  • Benefits: Competitive salary, performance bonuses, flexible working, and professional growth opportunities.
  • Why this job: Join a collaborative team and make a real impact in consumer protection finance.
  • Qualifications: Must be a qualified Chartered Accountant or Management Accountant with 5+ years of experience.
  • Other info: Enjoy a hybrid work environment and contribute to strategic investment decisions.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

Senior Financial Analyst / Senior Investment Analyst (Revised)

Position Title: Senior Financial Analyst / Senior Investment Analyst

Reports To: Chief Commercial Officer

Location: London, United Kingdom (Hybrid-working flexibility)

We are seeking an experienced Chartered Accountant/ Management Accountant to act as a Senior Investment Analyst for a Law firm, performing financial modelling, portfolio reporting, legal research, and borrower relations. The ideal candidate will possess strong financial acumen, the ability to conduct in-depth credit and investment analysis, and demonstrate leadership in mentoring junior analysts. This role will work closely with the Chief Commercial Officer and President in evaluating investment strategies and improving financial processes.

Key Responsibilities:

Financial Analysis & Modelling:

  • Develop and maintain financial models to assess individual financing opportunities.
  • Lead credit evaluation and diligence of underlying borrowers and collateral.
  • Model complex scenarios to support investment decision-making.
  • Maintain cash flow forecasts and scenario analyses to ensure cash needs and sources are well balanced.

Legal Evaluation:

  • Work with Chief Legal Officer to evaluate legal framework and evaluate the risks and opportunities for potential fundings.
  • Evaluate budgets and service providers to identify reasonableness, efficacy and alignment.

Reporting:

  • Undertake calculations to evaluate and compare individual investment performance as well as portfolio and risk concentrations.
  • Prepare reports to the Investment Committee to enable it to evaluate and compare investment and borrower opportunities.
  • Support in the development and maintenance of accurate records and regulatory compliance.

Leadership & Collaboration:

  • Mentor and guide junior analysts, providing feedback and contributing to their professional development.
  • Work with service providers and borrowers, including lawyers, experts, software developers, administrators, to ensure seamless operations.
  • Assist in building and improving financial tools, processes, and procedures to enhance infrastructure.

Strategic Contributions:

  • Stay current on legal and market developments, products, and industry trends that could impact the firm’s investments.
  • Support the firm’s strategic objectives by conducting thorough industry analysis and producing high-quality investment research.

Qualifications

  • Mandatory Professional Certification: Candidate must be a fully qualified Chartered Accountant (e.g., ICAEW, ACCA) or a Management Accountant (e.g., CIMA), reflecting the senior accounting and financial governance needs of the role.
  • Must have experience in credit evaluation and/or legal finance.
  • Academic Qualification: Bachelor’s degree in Finance, Accounting, Economics, or a related field. A Master’s degree is preferred.
  • Preferred Investment Designation: CFA (Chartered Financial Analyst) designation is highly preferred.
  • 5+ years experience in financial analysis, investment analysis, or related fields.
  • Proficiency in complex financial modelling and investment analysis.
  • Excellent analytical, quantitative, and research skills, with attention to detail.
  • Strong understanding of accounting and investment principles.
  • Leadership experience, with a proven ability to mentor junior members.
  • Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to diverse audiences.

What We Offer

  • Competitive salary and performance-based bonuses
  • Opportunities for professional growth and development
  • Flexible working arrangements
  • A dynamic and collaborative work environment
  • The chance to make a significant impact in the area of consumer protection

Legal Investment Analyst employer: Talent Flow Partners

As a leading law firm in London, we pride ourselves on being an excellent employer that fosters a dynamic and collaborative work environment. Our commitment to professional growth is evident through mentorship opportunities and flexible working arrangements, allowing our employees to thrive both personally and professionally while making a significant impact in the field of consumer protection.
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Contact Detail:

Talent Flow Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Legal Investment Analyst

✨Network Like a Pro

Get out there and connect with people in the legal and finance sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

✨Ace the Informational Interview

Set up informal chats with professionals already in the field. Ask them about their experiences and insights into the role of a Senior Investment Analyst. This not only helps you learn but also shows your genuine interest in the position. Plus, it could lead to job referrals!

✨Showcase Your Skills

Prepare a portfolio that highlights your financial modelling and analysis skills. Include examples of past projects or case studies that demonstrate your expertise. When you apply through our website, make sure to mention these in your application to stand out!

✨Follow Up Like a Boss

After interviews or networking events, send a quick thank-you note or email. It’s a simple gesture that keeps you on their radar and shows your professionalism. We believe that a little follow-up can go a long way in making a lasting impression!

We think you need these skills to ace Legal Investment Analyst

Financial Modelling
Credit Evaluation
Investment Analysis
Legal Research
Portfolio Reporting
Cash Flow Forecasting
Regulatory Compliance
Analytical Skills
Quantitative Skills
Attention to Detail
Leadership
Mentoring
Communication Skills
Industry Analysis

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of a Legal Investment Analyst. Highlight your financial modelling skills, credit evaluation experience, and any leadership roles you've had. We want to see how your background aligns with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention specific experiences that relate to the job description and show us your passion for financial analysis and legal finance.

Showcase Your Qualifications: Don’t forget to highlight your professional certifications like ACA or CIMA, as well as any relevant degrees. If you have a CFA designation, make sure it stands out! We value qualifications that demonstrate your expertise in the field.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Talent Flow Partners

✨Know Your Numbers

As a Senior Investment Analyst, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and modelling techniques relevant to the role. Be prepared to discuss your past experiences with financial analysis and how you've used data to drive investment decisions.

✨Understand the Legal Landscape

Since this role involves working closely with legal frameworks, make sure you have a solid grasp of the legal aspects that could impact investments. Familiarise yourself with recent legal developments in finance and be ready to discuss how they might affect the firm's strategies.

✨Showcase Your Leadership Skills

You'll be mentoring junior analysts, so highlight your leadership experience during the interview. Share specific examples of how you've guided others in the past and the positive outcomes that resulted from your mentorship.

✨Prepare for Scenario Questions

Expect to face scenario-based questions that assess your problem-solving skills. Think about complex financial situations you've encountered and how you approached them. Use these examples to illustrate your analytical thinking and decision-making process.

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