At a Glance
- Tasks: Lead finance initiatives, drive value creation, and provide strategic insights in asset management.
- Company: Join The Openwork Partnership, a dynamic and inclusive wealth management group backed by Bain Capital.
- Benefits: Competitive salary up to £85,000, bonus scheme, pension, and flexible benefits.
- Other info: Enjoy a supportive culture with opportunities for personal and professional growth.
- Why this job: Accelerate your finance career while influencing senior decision-making 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 - The Openwork Partnership in London employer: The Openwork Partnership
The Openwork Partnership is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee development and well-being. With competitive benefits, including a generous salary, bonus scheme, and flexible working arrangements, employees are empowered to thrive both professionally and personally. Located in London and Swindon, this role provides a unique opportunity to engage with senior leaders in the asset management sector, fostering growth and strategic influence in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Business Partner - Omnis Investments - The Openwork Partnership in London
✨Network Like a Pro
Get out there and connect with people in the finance and asset management sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about who you know!
✨Showcase Your Value
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your unique skills and experiences that align with the role. Use specific examples from your past work to demonstrate how you can drive value creation and influence decision-making.
✨Prepare for the Tough Questions
Expect to be challenged during interviews, especially in a high-impact role like this one. Brush up on your financial modelling and scenario analysis skills, and be ready to discuss how you've tackled complex problems in the past. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of The Openwork Partnership family.
We think you need these skills to ace Finance Business Partner - Omnis Investments - The Openwork Partnership in London
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 contribute 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, make sure to showcase your analytical skills in your application. Mention any relevant projects or experiences where you've used data to drive decision-making or improve processes.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application 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 The Openwork Partnership
✨Know Your Numbers
As a Finance Business Partner, you’ll need to be on top of your game with financial metrics. Brush up on asset management revenue models and be ready to discuss how you’ve influenced profitability in previous roles. Bring specific examples that showcase your analytical skills and commercial insight.
✨Showcase Your Strategic Mindset
This role requires strategic decision-making, so prepare to discuss your experience with budgeting, forecasting, and scenario modelling. Think about times when you've had to navigate market volatility and how you approached those challenges. Be ready to share your thought process and the outcomes.
✨Engage with Stakeholders
You’ll be working closely with senior leaders, so demonstrate your ability to influence and challenge effectively. Prepare anecdotes that highlight your experience in collaborating across functions and driving decision-making. Show them you can provide actionable insights, not just reports.
✨Emphasise Your Ambition
The Openwork Partnership is looking for someone eager to progress towards senior leadership. Share your career aspirations and how this role aligns with your goals. Discuss any steps you’ve taken to develop your finance capabilities and how you plan to raise the bar in finance partnering.