At a Glance
- Tasks: Manage and process trade data using advanced Excel skills.
- Company: Global investment specialist with a focus on financial services.
- Benefits: Competitive salary of £30k, inclusive workplace, and potential for permanent role.
- Other info: Exciting opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make an impact in the finance sector.
- Qualifications: Strong Excel proficiency and basic understanding of accounting principles.
The predicted salary is between 30000 - 30000 £ per year.
We are working with a global investment specialist that provides specialized financial services to its clients. They are looking for a Finance Analyst to join their team in their London office. They have 5 key business areas: Wealth Management, Investment Banking, Trading, and Principal Investment.
Your Role:
- Developing and maintaining robust excel models to process the trade data
- Apply accounting logic to generate DR/CR journal entries from trade data
- Reconcile trade related entries with the general ledger
- Collaborate with the accounting team to ensure proper data mapping between Excel files and the accounting system
- Support data quality checks and help implement error-handling procedures within the excel files
Your Skill:
- Strong proficiency in excel is very key, including: Advanced formulas (e.g. Vlookup, Index/Match, Sumifs), Pivot Tables and data transformation, Basic VBA (not key but would be desirable)
- Have basic understanding of accounting principles especially double-entry bookkeeping
- Be a part qualified candidate or have equivalent work experience in accounting or finance
- Prior experience in trade processing within financial services or an investment environment would be desirable but not necessary
- Have experience working with large data sets and reconciling financial data
- Have excellent attention to detail and organisational skills
- Have the ability to work independently and meet tight deadlines
They want to offer the successful candidate £30,000. If you have relevant experience, fit the above criteria, and are looking for an exciting, rewarding, and challenging new role, please apply today. We will be reviewing CVs throughout the process so please apply as soon as you can.
We are committed to ensuring the entire process is inclusive and accessible for all candidates who fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage. At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Finance Analyst in London employer: Trace
Join a dynamic global investment specialist in London, where you will thrive in a collaborative and inclusive work culture that values diversity and employee growth. With opportunities for professional development and a supportive environment, this role as a Finance Analyst offers not only competitive compensation but also the chance to make a meaningful impact within the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Analyst in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment or accounting. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills. Since they’re looking for someone with advanced Excel knowledge, practice those Vlookups and Pivot Tables. Show them you can handle trade data like a champ!
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications. A quick email to express your enthusiasm can make you stand out. Plus, it shows you’re genuinely interested in the role.
✨Tip Number 4
Check out our website for more opportunities! We’ve got loads of roles that might suit your skills. Applying through us not only gives you a better chance but also keeps you in the loop about new openings.
We think you need these skills to ace Finance Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Finance Analyst role. Highlight your advanced Excel skills and any relevant experience in trade processing or financial services. We want to see how you fit into our team!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples of how you've used advanced formulas, pivot tables, or reconciled data in previous roles. This helps us see your practical experience.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain why you're excited about this role and how your background aligns with our needs. We love seeing genuine enthusiasm for the position.
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’s super easy!
How to prepare for a job interview at Trace
✨Master Your Excel Skills
Since the role requires advanced Excel skills, make sure you brush up on your formulas, pivot tables, and data transformation techniques. Practise using VLOOKUP, INDEX/MATCH, and SUMIFS to demonstrate your proficiency during the interview.
✨Know Your Accounting Principles
Familiarise yourself with basic accounting principles, especially double-entry bookkeeping. Be prepared to discuss how these principles apply to trade data processing and journal entries, as this will show your understanding of the financial landscape.
✨Prepare for Data Reconciliation Questions
Expect questions about reconciling trade-related entries with the general ledger. Think of examples from your past experience where you successfully managed large data sets and resolved discrepancies, as this will highlight your attention to detail.
✨Show Your Collaborative Spirit
The role involves working closely with the accounting team, so be ready to talk about your teamwork experiences. Share instances where you collaborated effectively to ensure proper data mapping or implemented error-handling procedures, showcasing your ability to work well with others.
