Investment Finance Analyst: Treasury & Fund Reporting

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 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,