Investments Business Partnering Analyst

SoTalent; Loanhead; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Sotalent is seeking a Finance Analyst – Investments Finance to support forecasting, reporting, financial analysis, and performance management across the Investments business. You will partner with Finance Business Partners and senior stakeholders to deliver insights and drive financial discipline within asset management.

The role emphasizes forecasting, budgeting, and management reporting, with opportunities to develop toward a Finance Business Partner path in a dynamic environment.

Qualifications

• Qualified accountant with professional finance qualification and strong accounting background.
• Experience in forecasting, budgeting, and management reporting within asset management or financial services.
• Advanced financial modelling and scenario analysis capabilities.
• Strong analytical and problem-solving skills with data-driven mindset.

Responsibilities

• Support monthly forecasting, budgeting, and annual planning for Investments business.
• Develop workforce and expense forecasts to aid planning.
• Prepare monthly/quarterly reports for senior management and executives.
• Analyze performance against forecasts and provide actionable insights.
• Create dashboards and MI packs to improve decision-making.

Skills

Forecasting & budgeting

Financial analysis

Management reporting

Business partnering

Excel proficiency

Financial modeling

Education

Qualified accountant (ACA, ACCA, CIMA, or equivalent)

Tools

Microsoft Excel

Power BI

Job description

Location: Loanhead, Scotland, United Kingdom

Industry: Business Consulting and Services

Work Setting: Hybrid

Are you passionate about financial planning, business partnering, and transforming financial data into meaningful insights that support strategic decision-making within a leading investment management organization? We are seeking a Finance Analyst – Investments Finance to support forecasting, reporting, financial analysis, and business performance management across the Investments business. This role partners closely with Finance Business Partners and senior stakeholders to deliver actionable insights, improve financial processes, and support key business decisions. It offers an excellent opportunity for a finance professional looking to develop toward a Finance Business Partner career path within the asset management industry.

Key Responsibilities

• Support monthly forecasting, budgeting, and annual planning processes across the Investments business.
• Develop and maintain workforce and expense forecasts to support business planning activities.
• Monitor forecast accuracy and identify key drivers impacting financial performance.
• Assist in long-range planning and scenario analysis exercises.
• Provide insights that support strategic resource allocation decisions.

Financial Reporting & Performance Analysis

• Prepare monthly, quarterly, and ad hoc financial reports for senior management and executive leadership.
• Analyze business performance against forecasts, budgets, and strategic targets.
• Deliver insightful commentary highlighting financial trends, risks, and opportunities.
• Investigate variances and identify underlying drivers of business performance.
• Ensure reporting accuracy, consistency, and timely delivery.

Commercial & Strategic Analysis

• Perform financial analysis to support strategic initiatives, investment decisions, and business priorities.
• Evaluate cost drivers and identify opportunities for operational efficiencies and improved resource utilization.
• Support profitability and expense management reviews.
• Provide data-driven recommendations that support informed decision-making.
• Assist with business cases, investment proposals, and financial evaluations.

Management Information & Data Insights

• Develop and maintain management information reports, dashboards, and executive reporting packages.
• Create meaningful visualizations and performance metrics that improve decision-making.
• Support the enhancement of reporting frameworks and analytical capabilities.
• Utilize business intelligence tools to generate actionable insights.
• Improve access to key financial and operational performance indicators.

Stakeholder Partnership

• Partner with Finance Business Partners and business leaders across the Investments organization.
• Build strong relationships with key stakeholders to understand business objectives and financial requirements.
• Support discussions around financial performance, planning, and strategic priorities.
• Translate complex financial information into clear and actionable business insights.
• Provide responsive analytical support to business stakeholders.

Process Improvement & Finance Transformation

• Identify opportunities to streamline reporting, forecasting, and planning processes.
• Support finance transformation and efficiency initiatives.
• Improve data quality, reporting automation, and financial controls.
• Participate in cross-functional projects aimed at enhancing finance operations.
• Promote best practices that increase accuracy, efficiency, and business value.

Cost Management & Resource Planning

• Support workforce planning and headcount analysis activities.
• Monitor indirect costs, allocations, and operating expenses.
• Assist in identifying cost-saving opportunities and productivity improvements.
• Analyze spending trends and support budget management activities.
• Ensure appropriate cost governance and financial discipline.

Required Qualifications

• Qualified accountant (ACA, ACCA, CIMA, or equivalent).
• Strong accounting, financial analysis, and reporting experience.
• Experience within asset management, investment management, or broader financial services environments.
• Strong analytical and problem-solving skills.
• Experience supporting forecasting, budgeting, and management reporting activities.
• Advanced Microsoft Excel and financial modeling capabilities.

Preferred Qualifications

• Post-qualification finance experience.
• Experience supporting executive-level reporting and financial performance analysis.
• Exposure to business partnering and strategic finance activities.
• Experience with Power BI, reporting tools, or business intelligence platforms.
• Knowledge of investment management business models and cost structures.