Finance Analyst - Investment Manager

Michael Page; City Of London; On-site; GBP 32,000 - 37,000; Full time

Job summary

A financial services organization in London is seeking a Finance Analyst to manage invoices, financial records, and comply with regulations. The ideal candidate will be AAT qualified or part-qualified ACCA/CIMA with 1-3 years of experience and strong analytical skills. This permanent role offers a competitive salary between £32,000 and £37,000 and opportunities for professional growth within a supportive environment.

Qualifications

• 1-3 years' experience in finance, ideally in financial services.
• Good understanding of compliance and regulatory frameworks.
• Legal or company secretarial experience is a plus.

Responsibilities

• Process invoices and payments across group companies.
• Maintain cash trackers and accurate financial records.
• Support variance analysis and liaise on VAT matters.

Skills

Analytical skills

Organisational skills

Proficiency in Excel

Attention to detail

Proactive approach

Education

AAT qualified or part-qualified ACCA/CIMA

Strong academic background in finance or accounting

Tools

Accounting tools

Excel

Job description

Client Details

This is an exciting opportunity to join a fast-growing financial services organisation, seeking a driven professional to help scale the business.

Description

• Process invoices, payments, and expenses across group companies
• Maintain cash trackers, bank reconciliations, and accurate financial records
• Prepare draft management accounts, board packs, budgets, and forecasts
• Support variance analysis and liaise on VAT, tax, and audit matters
• Maintain statutory registers and file Companies House submissions
• Draft board minutes, resolutions, and support board meetings
• Coordinate with legal, tax, and compliance advisors as needed

Profile

A successful Finance Analyst should have:

• AAT qualified or part-qualified ACCA/CIMA, with a strong academic background in finance, accounting, or a related field
• 1-3 years' experience in finance, accounting, or company secretarial support, ideally within financial services
• Strong analytical, organisational, and administrative skills with high attention to detail
• Proficient in accounting tools and Excel; able to manage reporting across multiple entities
• Good understanding of compliance and regulatory frameworks in financial services
• Legal or company secretarial experience is a plus
• Professional, proactive, and capable of working independently

Job Offer

• Competitive annual salary of £32,000 to £37,000, depending on experience
• Permanent role with clear opportunities for professional growth in the City of London
• Work within a respected financial services organisation's accounting and finance team
• Supportive environment with a strong focus on governance and compliance
• An excellent opportunity for a driven Finance & Governance Associate to make a meaningful impact

If you meet the criteria, we encourage you to apply today!