At a Glance
- Tasks: Analyse financial performance and prepare models for fund forecasting.
- Company: Join a global investment management firm with over $7bn in assets under management.
- Benefits: Enjoy a competitive salary plus bonuses and opportunities for professional growth.
- Why this job: Be part of a dynamic team influencing investment strategies and financial success.
- Qualifications: Must be ACA qualified with strong Excel modelling skills and relevant experience.
- Other info: This is a permanent role with a focus on collaboration across various teams.
The predicted salary is between 63000 - 87000 £ per year.
We are supporting a successful, global investment management group with over $7bn in AUM to hire a Finance Analyst for the Portfolio Monitoring & Reporting function. The team works closely with internal Finance, Investor Relations and Private Equity Investment teams.
Key Responsibilities:
- Understanding both the performance of allocated funds and investments.
- Preparing and updating financial models to forecast fund and investment performance, including the financial performance of investee companies.
- Regular liaison with various internal teams and stakeholders (Finance, FP&A, IR, Investments), to ensure the accuracy of the underlying data and modelling of the correct assumptions and scenarios.
- Ad-hoc commercial analysis as and when required.
The successful candidate will be a qualified ACA (Big 4 or Top Ten) working in a commercial function (Modelling, Valuations, Transaction Services etc) or a relevant in-house role within a Fund. Strong Excel financial modelling skills are essential.
To apply for this Financial Business Analyst role, please use the apply button.
Graduate Financial Analyst Financial Services employer: Walker Hamill
Contact Detail:
Walker Hamill Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Analyst Financial Services
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Brush up on your financial modelling skills, especially in Excel. Consider taking online courses or certifications that focus on advanced financial modelling techniques to make your application stand out.
✨Tip Number 3
Familiarise yourself with the specific funds and investments managed by the firm. Understanding their portfolio will not only prepare you for interviews but also demonstrate your genuine interest in the role.
✨Tip Number 4
Prepare for potential case studies or technical assessments during the interview process. Practising common financial scenarios and modelling exercises can give you an edge over other candidates.
We think you need these skills to ace Graduate Financial Analyst Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial modelling and analysis. Emphasise any qualifications, particularly if you are ACA qualified, and include specific examples of your work in commercial functions or relevant in-house roles.
Craft a Compelling Cover Letter: Write a cover letter that directly addresses the job description. Mention your understanding of the investment management sector and how your skills align with the responsibilities of the role, such as preparing financial models and liaising with internal teams.
Highlight Technical Skills: Since strong Excel financial modelling skills are essential for this role, ensure you mention your proficiency in Excel and any specific modelling techniques you are familiar with. Provide examples of how you've used these skills in previous roles.
Showcase Communication Skills: Given the need for regular liaison with various internal teams, highlight your communication skills in your application. Provide examples of how you've successfully collaborated with different stakeholders to achieve common goals.
How to prepare for a job interview at Walker Hamill
✨Showcase Your Financial Modelling Skills
Since strong Excel financial modelling skills are essential for this role, be prepared to discuss your experience with financial models. Bring examples of models you've built or worked on, and be ready to explain your thought process and the outcomes.
✨Understand the Investment Management Landscape
Familiarise yourself with the multi-strategy investment management sector. Be ready to discuss current trends, challenges, and how they might impact fund performance. This shows your genuine interest in the field and your proactive approach.
✨Prepare for Technical Questions
Expect technical questions related to financial performance, valuations, and forecasting. Brush up on key concepts and be ready to solve problems on the spot. This will demonstrate your analytical skills and readiness for the role.
✨Highlight Your Team Collaboration Experience
Given the role involves liaising with various internal teams, share examples of how you've successfully collaborated in past roles. Emphasise your communication skills and ability to work effectively with different stakeholders.