Financial Planning & Strategy Analyst

Walker Hamill; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Walker Hamill is seeking a Financial Planning & Strategy Analyst for a permanent role in Central London. The position offers exposure to budgeting, forecasting, and strategic financial planning, with interaction across Investment, Investor Relations, Finance, and Treasury.

You will work with the FP&S Senior Manager and CFO on key projects. The role requires a recent university graduate with strong Excel and communication skills; experience in financial services or asset management is preferred.

Qualifications

• Degree in Economics, Finance, Business, Mathematics, or related field.
• Strong Excel skills and ability to communicate clearly.

Responsibilities

• Support quarterly valuation of firm positions and forecasting models.
• Assist in monitoring and reporting of financial performance.

Skills

Excel

Communication

Financial analysis

Education

Degree in Economics or Finance or Business or Mathematics

Job description

Job Title: Financial Planning & Strategy Analyst

Employment Type: Permanent

Location: Central London

Salary Guide: Competitive + Bonus

REF: TT54084

Our client is a leading private credit fund, based in London. Due to natural growth, they are looking to hire the next member of their Financial Planning & Strategy Team.

Description

The FP&S team is responsible for the firm's planning, budgeting, and forecasting. Consequently, this role offers broad exposure to decision-makers across the business. Key responsibilities will include supporting the quarterly valuation process of the firm's positions, helping with the preparation of the detailed forecasting models to aid strategic financial planning, monitoring and reporting on financial performance, and supporting the preparation of fund models and helping the fundraising team with capital-raising initiatives.

You will support the FP&S Senior Manager across all of these responsibilities and collaborate closely with teams across the firm, including Investment, Investor Relations, Finance, and Treasury. You will also work with senior stakeholders such as the CFO on strategic projects and initiatives.

Skills

Our client is seeking to hire a recent university-leaver with up to one year post-graduate experience. Previous experience in financial services or asset management, during a sandwich year or internship, is strongly preferred. Applicants must have an excellent academic record, including a degree in a relevant discipline (Economics, Finance, Business, Mathematics, etc). Strong Excel and communication skills are also required.