At a Glance
- Tasks: Analyse investment performance and support the Transaction team with deals.
- Company: Trace, a leading recruitment firm in accountancy and finance.
- Benefits: Competitive salary, excellent benefits, and bonus potential.
- Other info: Opportunity for career growth in a dynamic and supportive team.
- Why this job: Join a fast-paced environment focused on ESG and make a real impact.
- Qualifications: Recently qualified ACA with strong interest in ESG and relationship-building skills.
The predicted salary is between 65000 - 65000 £ per year.
Trace | Expert Accountancy & Finance Recruitment seeks a recently qualified ACA for a role focused on investment performance reporting. The successful candidate will ensure that financials align with acquisition targets and assist the Transaction team with new deals and exits.
Responsibilities include:
- Reviewing portfolio companies' financial reporting and tax structures
- Assisting with liquidity management
A strong interest in ESG and the ability to build relationships with senior management are essential for this fast-paced environment.
The role offers a competitive salary of circa £65,000 along with excellent benefits and bonus potential.
ESG-Focused Portfolio Analyst: Reporting & Deals employer: Trace | Expert Accountancy & Finance Recruitment
At Trace, we pride ourselves on being an exceptional employer that champions professional growth and a collaborative work culture. Our commitment to ESG principles not only drives our investment strategies but also fosters a meaningful workplace where employees can thrive, supported by competitive salaries, comprehensive benefits, and ample opportunities for career advancement in the heart of the finance sector.
Contact Details:
Trace | Expert Accountancy & Finance Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land ESG-Focused Portfolio Analyst: Reporting & Deals
✨Tip Number 1
Network like a pro! Reach out to professionals in the ESG and finance sectors on LinkedIn. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for interviews by researching the company’s recent deals and ESG initiatives. Show them you’re not just interested in the role, but also in their mission and values.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills align with the responsibilities of the role, especially around financial reporting and liquidity management.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your commitment to the role.
We think you need these skills to ace ESG-Focused Portfolio Analyst: Reporting & Deals
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the ESG-Focused Portfolio Analyst role. Highlight your ACA qualification and any relevant experience in investment performance reporting, as well as your interest in ESG. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about ESG and how your skills align with the responsibilities mentioned in the job description. We love seeing genuine enthusiasm for the role!
Showcase Your Relationship-Building Skills:Since building relationships with senior management is key, include examples of how you've successfully collaborated with others in previous roles. We’re looking for candidates who can connect and communicate effectively!
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 the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Trace | Expert Accountancy & Finance Recruitment
✨Know Your ESG Stuff
Make sure you brush up on your knowledge of Environmental, Social, and Governance (ESG) principles. Be ready to discuss how these factors influence investment decisions and performance reporting. Showing genuine interest in ESG will set you apart!
✨Master the Financials
Since the role involves reviewing financial reporting and tax structures, it’s crucial to be well-versed in these areas. Prepare by familiarising yourself with common financial metrics and reporting standards relevant to portfolio analysis.
✨Build Rapport with Senior Management
Demonstrating your ability to build relationships is key. Think of examples from your past experiences where you successfully collaborated with senior management or stakeholders. This will show that you can thrive in a fast-paced environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially related to liquidity management and deal assistance. Practise articulating your thought process clearly and confidently, as this will showcase your analytical abilities.
