Back to search
- Portfolio analysis including assisting in the creation of financial models covering past and projected deployments.
- Assist in establishing investment parameters for potential investments to ensure they meet the fund's financial objectives.
- Assess the financial viability and potential returns of prospective investments, including detailed risk and return assessments.
- Portfolio management including monitoring the capital budget and deployments to ensure efficient allocation of funds and maximise profitability.
- Prepare financial reports and analysis for internal and external stakeholders
- Assist in the annual budgeting process in collaboration with the Senior Investment Associate
- Oversee day to day accounting and cash flow management.
- Qualified Accountant (ICAEW or ACCA)
- Prior experience of working within the financial services industry or in a startup / high growth SME would be beneficial.
- Good knowledge of accounting principles, financial reporting standards, and regulatory requirements.
- Proficiency in financial software, particularly Xero and Pleo.
- Advanced Excel skills, with experience of using Power BI preferred.
- Excellent analytical skills, with the ability to interpret complex financial data and provide actionable insights.
- Strong organisational skills and attention to detail, with the ability to manage multiple priorities and meet deadlines.
- Effective communication and interpersonal skills, with the ability to collaborate with cross-functional teams and present financial information to non-financial stakeholders.
- Competitive base salary ( depending on experience)
- Discretionary annual bonus
- 28 days holiday plus public holidays
- Private healthcare
- Pension
