• 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