Finance Analyst

Job type:
Start date:
InterQuest Financial Markets
Published at:
flag_no United Kingdom
Project ID:

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Keywords: Financial Analysis, Process change, Process Improvement, Finance Change, Performance Fee, Revenue Hedging, Asset Management, Investment Management, Fund Management, Tableau, Anaplan,

Finance Change Analyst, 12 month contract, £475 per day

My client is a leading Investment Management business looking to hire a Finance Change Analyst to join their Financial Analysis team. It's a hybrid role split between performance fee calculation/revenue hedging, and an experienced individual to support the improvement and/or streamlining of processes within the finance function.


Performance Fee Revenue

  • Ownership of monthly accrual process and associated revenue analysis
  • Production of management information and regular forecasting
  • Compliance with SOX procedures
  • Proposing of improvements and efficiencies to streamline processes

Revenue hedging

  • Calculation of business revenue sensitivity to market risks
  • Production of management information and monthly board reports
  • Oversight and review of more frequent reporting to exec committee

Other responsibilities:

  • Proposing of improvements and efficiencies to streamline processes
  • Assisting in production & review of other analysis and management reporting in support of wider team
  • Development and improvement of MI dashboards in Anaplan/Tableau
  • Assisting in review and approval of client fee schedules, including performance fees

Candidates from financial analysis, product control, business analysis or performance analysis may be a good fit for this and will be considered.

Key Skills/Experience:

  • Good experience working on process change and improvement within a finance function
  • Prior experience within Asset Management or wider banking sector
  • Experience of Performance Fee and Revenue hedging experience would be advantageous but not essential, some track record of working with complex calculations would be required however, whether accounting or otherwise.
  • Excel skills (pivot tables, PowerQuery, vlookup etc.)
  • Good Appreciation/experience of data
  • Tableau or Anaplan experience preferable
  • Analytical and questioning mindset
  • Motivated and organised
  • Good communication skills (oral and written)

Please get in touch for the full details.

InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion/belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.