FP&A – Investment Management
Are you a recently qualified accountant with a passion for financial analysis and a drive to make an impact in the asset management industry? A leading global investment firm is seeking an ambitious Assistant Vice President to join their dynamic Financial Planning & Analysis team in London.
Key Responsibilities
- Prepare annual budgets, quarterly forecasts, and long-term financial plans
- Conduct in-depth financial analysis, including variance analysis and scenario planning
- Shape financial strategies, provide valuable insights, and support key business decisions
- Create and present insightful financial reports and dashboards to senior management
- Collaborate across departments to gather data and provide financial insights
- Support regulatory and statutory reporting, ensuring compliance with IFRS and US GAAP
- Assist with internal and external audits
Qualifications and Experience
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Recently qualified accountant (ACA/ACCA) with a strong academic record
- Experience in asset management or banking in a financial analyst or FP&A role
- In-depth experience within the public and private credit or private equity market (preferred)
- Advanced Excel skills
- Knowledge of financial planning and analysis concepts
- Experience with financial software (e.g., Anaplan) is a plus
- Adaptable and proactive
- Deadline-driven
- Strong problem-solving abilities
- Results-focused mindset
This role offers an exciting opportunity to join a leading global investment firm and make a significant impact in the asset management industry. This role will play a crucial role in shaping financial strategies and supporting key business decisions. If you’re a recently qualified accountant with a passion for financial analysis and a drive to succeed, we encourage you to apply for this position in London.
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don’t hesitate to let us know.
To apply for this job email your details to tarryn.thomson@levertonsearch.com.