Lending Finance Business Partner

Investec plc; Greater London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading specialist bank in London is seeking a Finance professional to oversee financial control for Principal Investments and Direct Lending desks. The role requires a qualified Chartered Accountant with 2-3 years PQE and strong IFRS knowledge. Responsibilities include financial reporting, management forecasting, and liaising with senior stakeholders. The ideal candidate will have proven skills in financial control and the ability to influence decision-making. This position offers a conducive environment for career growth with a competitive salary.

Benefits

Wellbeing subsidies and programs

Monetary benefits

Life and income protection

Travel schemes

Qualifications

• 2-3 years PQE experience as a Chartered Accountant.
• Experience in Financial Services, Private Equity, or Investments.
• Experience with valuation methodologies.

Responsibilities

• Own end to end financial control for Principal Investments & Direct Lending desks.
• Deliver insightful management information, forecasting, and budgeting.
• Lead on valuation processes and post investment performance tracking.

Skills

Strong grounding in IFRS

Excellent Financial control fundamentals

Confident communicator

Ability to challenge constructively

Self-motivated

Education

Qualified Chartered Accountant

Tools

Oracle

Power BI

Loan IQ

Job description

Overview

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Location: London - 30 Gresham Street

Department: Finance & Tax

Division: IBP Business Enablement

Employment Type: Full time

Salary: Competitive

About the team

The Lending Finance team is a finance business partner and controller to the Lending desks at Investec. The team covers Direct Lending, Fund Solutions, Energy & Infrastructure, Aviation, Real Estate and Private Banking Clients.

What will I be doing?

This is a high impact, front office aligned finance role, offering exceptional exposure to senior stakeholders, complex investment structures and a strong lending business. This role blends financial control and business partnering with direct exposure to live investments and deal driven decision making. The successful candidate will be both a rigorous financial controller and a trusted business partner helping shape performance and decision making across Principal Investments and Direct Lending.

Responsibilities

Financial Control and reporting:

• Own end to end financial control for Principal Investments & Direct Lending desks including:

• Monthly, Quarterly and Annual close processes
• Balance sheet substantiation and P&L integrity
• Review of complex accounting treatments (including fair value movements, impairments and investment valuations)
• Ensure high quality, timely and accurate financial reporting in line with IFRS, Group Accounting policies and regulatory standards
• Act as a key liaison with external auditors, Group Finance, internal risk and controls

FP&A and Partnering:

Deliver insightful management information, forecasting and budgeting for the Principal Investments & Direct Lending desks

• Partner closely with Investments head and Direct Lending leadership to:
• Analyse deal performance and returns
• Support pricing decisions
• Provide forward looking financial analysis and scenario modelling

Investment Portfolio:

Be the go-to person in Finance for Principal Investments and support the financial oversight of a diverse principal investment portfolio. Lead on valuation processes and post investment performance tracking.

Qualifications and background

• Qualified Chartered Accountant with 2 - 3 years PQE

Technical skills & knowledge

• Strong grounding in IFRS, particularly: Financial Instruments, Fair value measurement, Impairment and provisions
• Excellent Financial control fundamentals with the ability to operate commercially

Stakeholder & Communication Skills

• Confident communicator able to engage credibly with front office professionals, senior Finance Leadership and non-finance stakeholders (Risk, Operations, IT)
• Ability to challenge constructively, influence & balance control with commerciality

Mindset

• Self-motivated, able to work without close supervision
• Proactive, have initiative and drive, willing to take on extra responsibility
• Intellectually curious, commercially minded & comfortable working with the business
• Strong sense of ownership, accountability and attention to detail
• Able to thrive in a high performance, high expectation environment

Other attributes

• Experience in Financial Services, Private Equity, Direct Lending or Investments
• Experience with valuation methodologies
• Systems experience with large finance platforms (e.g. Oracle, Power BI) and operations (e.g. Loan IQ)

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. This includes Wellbeing subsidies and programs, monetary benefits, life and income protection, and travel schemes. Embedded in our culture is a sense of belonging and inclusion.

Application and accessibility

Recite Me accessibility options are available on our Careers pages to assist candidates in completing their application forms. If you have any form of disability or neurodivergent need and require further assistance, please contact the Careers team at [email protected] for support.