Finance & Operations Associate

Alterna Search; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Alterna Search is partnering with a dynamic investment fund to appoint a Finance & Operations Associate. London-based with hybrid working, this role offers exposure to fund finance, portfolio analytics, investor reporting, fundraising, and strategic decision-making.

You will work with a lean founding team, gaining hands-on experience across banking and investment operations, while developing commercially minded financial expertise essential for a long-term career in investment management.

Qualifications

• Outstanding recently qualified ACA or ACCA professional from a Big Four or leading mid-tier audit background.
• Strong technical accounting skills with commercial awareness and proactivity.
• Experience auditing funds, private equity, asset management, or investment vehicles is advantageous.

Responsibilities

• Assist fund financial management, reporting and operational finance activities.
• Manage relationships with service providers, auditors and stakeholders; ensure accuracy of financial data and reporting.

Skills

Commercially minded

Financial analysis

Stakeholder management

Education

ACA or ACCA

Big Four or leading mid-tier audit background

Job description

Alterna Search has partnered with a dynamic and fast-growing investment fund to appoint a commercially mindedFinance & Operations Associate.

With a distinctive mandate within the investment ecosystem, the firm has built impressive momentum since inception, successfully raising capital, expanding its portfolio, and establishing a strong market presence. As the business enters its next phase of growth, this newly created role offers a rare opportunity to join an ambitious investment platform at a pivotal stage in its journey.

This is a rare opportunity for an recently qualified accountant to gain hands-on exposure to the inner workings of an investment fund, developing a unique blend of financial, commercial, and strategic experience that can accelerate a long-term career in the investment industry. Working with the lean founding team, you will gain broad exposure across fund finance, portfolio analysis, investor reporting, fundraising, and strategic decision-making. Responsibilities will include:

Fund Financial Management

• Assist with fund financial management, reporting, and operational finance activities.
• Manage relationships with service providers, auditors, and stakeholders.
• Ensure accuracy and integrity of financial data and reporting.
• Deliver investor reporting, presentations, and performance updates.
• Respond to investor queries and support stakeholder engagement.
• Assist fundraising activities, including due diligence and data room management.

Portfolio Analytics, Valuations & Investment Support

• Monitor portfolio performance, analysing financial and operational KPIs.
• Produce investment analysis, valuations, and management reporting to support decision-making.
• Track investment performance and provide insights to senior leadership.
• Support portfolio reviews, valuation processes, and investment monitoring.
• Contribute to strategic investment projects and initiatives.

Process Improvement & Business Growth

• Enhance financial processes, controls, and operational efficiency.
• Support the adoption of AI, systems, and reporting tools.
• Develop scalable processes and best practices to support growth.

We are seeking an outstanding recently qualified ACA or ACCA professional from a Big Four or leading mid-tier audit background. You will combine strong technical accounting skills with commercial awareness, intellectual curiosity, and a proactive mindset. Experience auditing funds, private equity, asset management, or investment vehicles is advantageous, but not essential.

Further Details

• London office based, with hybrid working.