Finance Analyst - Private Equity

Goodman Masson; Greater London; On-site; GBP 42,000 - 56,000; Full time

Job summary

Goodman Masson is partnering with a leading global private markets investment firm to recruit a Finance Analyst into the Investment Finance team. This role suits a recently qualified accountant moving into a commercially focused investment finance position, combining treasury, fund reporting and exposure to live investment activity across private equity, private credit and wider private markets strategies.

The successful candidate will work closely with investment teams and Investor Relations,

Qualifications

• Newly qualified ACA/ACCA/CIMA with up to 3 years' post-qualified experience.
• Trained within a leading accountancy firm or financial services environment, with exposure to complex financial services.
• Strong Excel skills and ability to analyse complex financial data.
• Excellent communication and interpersonal skills with the ability to build cross-functional relationships.

Responsibilities

• Support investment activity by assessing funding requirements and monitoring liquidity.
• Manage treasury activities across multiple investment vehicles, including FX and cash management.
• Develop financial models and forecasts to support investment decisions and liquidity planning.
• Prepare financial analysis and management reporting for investment activity and fund performance.
• Collaborate with Investor Relations to provide financial information for fundraising and due diligence.
• Assist in establishing new investment vehicles and structures with appropriate financial and reporting requirements.
• Liaise with external service providers for fund reporting and annual financial statements.
• Contribute to wider finance projects, including systems development and process improvement.

Skills

Excel skills

Financial analysis

Communication skills

Ownership & prioritisation

Education

ACA/ACCA/CIMA qualification

2:1 degree or above

Job description

Goodman Masson are partnering with a leading global private markets investment firm to recruit a Finance Analyst into their Investment Finance team.

This is an opportunity for a recently qualified accountant to move into a commercially focused investment finance role, combining treasury, fund reporting and exposure to live investment activity across private equity, private credit and wider private markets strategies. Working closely with investment teams and Investor Relations, the role offers involvement in new transactions, liquidity management, FX execution, fundraising support and the launch of new investment structures.

The firm has a strong track record of developing finance talent, with team members encouraged to take ownership, contribute ideas and build their responsibilities over time. Operating within a meritocratic, low-hierarchy environment, high performers are given meaningful responsibility and the opportunity to develop a broad understanding of the investment lifecycle.

Responsibilities will include:

• Supporting investment activity by assessing funding requirements, monitoring liquidity and helping ensure appropriate financial arrangements are in place;
• Managing a range of treasury activities across multiple investment vehicles, including foreign exchange, financing arrangements and cash management;
• Developing financial models and forecasts to support investment decisions, liquidity planning and the effective management of investor capital;
• Preparing financial analysis and management reporting to support decision-making across investment activity, fund performance and financial risk;
• Working with Investor Relations to provide financial information and analysis in support of fundraising, investor reporting and due diligence;
• Supporting the establishment of new investment vehicles and structures, considering their financial, operational and reporting requirements;
• Liaising with external service providers to oversee periodic fund reporting and support the delivery of annual financial statements;
• Contributing to wider finance projects, including systems development, process improvement and automation initiatives.

Key requirements:

• Newly qualified accountant (ACA / ACCA / CIMA) with up to 3 years' post-qualified experience;
• Trained within a leading accountancy firm (Audit, Transaction Services, M&A or Corporate Finance) or qualified within a financial services business, ideally with experience across complex financial services environments such as private equity, private credit, investment banking, fund management or wider investment management;
• Strong academic background, ideally including a 2:1 degree or above and an A grade or above in A-Level Mathematics;
• Strong Excel skills, with the ability to analyse complex information and financial data;
• Strong communication and interpersonal skills, with the confidence to build relationships across the business;
• Proactive approach, strong organisational skills and the ability to take ownership of responsibilities and manage competing priorities.
• Exposure to FX, capital markets, treasury, liquidity management, data analytics or process improvement would be advantageous.