Job Type
Full Time
Industry
Other
Job Function
Other
Description
- High exposure to senior stakeholders and strategic decision-making
- Broad role across FP&A, modelling, and investment-related work
About Our Client
This opportunity sits within a well-established investment platform operating across the financial services sector. The organisation is known for its strong track record, collaborative culture, and focus on driving value through strategic and data-driven decision-making.
Job Description
- Support budgeting, forecasting, and long-term financial planning processes
- Prepare monthly and quarterly reporting with variance analysis and key insights
- Build and maintain integrated financial models across P&L, cash flow, and balance sheet
- Monitor performance against strategic objectives and highlight risks and opportunities
- Develop and review financial models to support investment decisions
- Contribute to valuation work across new opportunities and existing portfolio assets
- Perform scenario and sensitivity analysis to support strategic initiatives
- Assist with capital allocation and transaction-related activities
- Partner with senior stakeholders to provide data-driven insights
- Evaluate business cases, new initiatives, and market opportunities
- Support preparation of materials for senior management and internal committees
- Collaborate with investment, strategy, and operational teams
- Translate complex financial data into clear, actionable insights
- Support ad hoc analysis and strategic projects as required
The Successful Applicant
- 3-6 years' experience in FP&A, corporate finance, or transaction-related roles
- Background within financial services (investment banking, private equity, asset management, or consulting preferred)
- Strong financial modelling and analytical capabilities
- Solid understanding of valuation methodologies
- Advanced Excel and PowerPoint skills
- Degree in Finance, Accounting, Economics, or a related field
- Professional qualification (CFA, ACCA, ACA, CPA) is advantageous
What's on Offer
- Competitive compensation aligned with market benchmarks
- Exposure to high-impact strategic and investment projects
- Strong learning and progression opportunities within a growing platform
- Collaborative, high-performance team environment
Contact
Asma Siddiqui
Quote job ref
JN-022026-6954968
Job ID: 83354697
