At a Glance
- Tasks: Analyse investments, develop financial models, and mentor junior analysts in a dynamic law firm.
- Company: Leading law firm in London with a focus on innovative financial 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: Dynamic environment with opportunities for leadership and career advancement.
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
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 finance world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Ace the Informational Interview
Set up informal chats with folks already working in roles you’re interested in. This is your chance to ask questions, learn about their experiences, and get tips on how to stand out. Plus, it’s a great way to build relationships that could lead to job opportunities down the line.
✨Showcase Your Skills
When you land an interview, make sure to highlight your financial modelling and analytical skills. Prepare examples of past projects where you’ve successfully evaluated investments or led teams. This will show them you’re not just qualified, but also ready to make an impact!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through our site can sometimes give you an edge, as we prioritise candidates who show genuine interest in our firm. So, keep an eye out and apply early!
We think you need these skills to ace Legal Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Investment Analyst. Highlight your financial modelling skills and any experience with credit evaluation or legal finance. 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 role. Mention specific experiences that demonstrate your analytical skills and leadership abilities. Remember, we love a good story!
Showcase Your Qualifications: Don’t forget to highlight your qualifications, especially if you’re a Chartered Accountant or have a CFA designation. We’re looking for someone with strong financial acumen, so make sure we can see that right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
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 specific examples of financial models you've developed or analysed in the past.
✨Understand the Legal Landscape
Since this role involves working closely with legal frameworks, make sure you have a solid grasp of the legal aspects related to investment analysis. Familiarise yourself with recent legal developments that could impact investments, and be ready to discuss how these might affect decision-making.
✨Showcase Your Leadership Skills
You'll be mentoring junior analysts, so highlight your leadership experience during the interview. Share examples of how you've guided others in the past, and discuss your approach to fostering a collaborative team environment.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your analytical skills and decision-making process. Practice articulating your thought process when evaluating credit risks or investment opportunities, and be ready to model complex scenarios on the spot.