Senior Financial Analyst (Family Office)

Pantalent; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A family office in London seeks a Finance Analyst in a newly created role focusing on financial modelling, market analysis, and business case development. The ideal candidate will be a qualified accountant or CFA with expertise in FP&A, offering responsibilities in a lean team and opportunities for significant career growth. Strong bonuses available.

Benefits

Strong bonuses

Career growth opportunities

Qualifications

• Strong experience in financial planning and analysis.
• Ownership of financial models and strategic presentations.
• Ability to work in a lean team with significant responsibility.

Responsibilities

• Perform financial modelling and analysis.
• Develop management reports and business cases.
• Engage in investment case analysis.
• Partner with business units for financial insights.
• Drive process improvements across financial operations.

Skills

Financial Modelling

Market Analysis

Management Reporting

Business Partnering

Process Improvement

Education

Qualified accountant or CFA

Job description

Your new company
A newly set-up Family Office based in London, looking after circa 2bn in AUM. The office has been set up in the same business offices as the Principles' original Founder operation, meaning there is a nice corporate structure alongside an entrepreneurial growth feel.

Your new role
Working in a newly created role, reporting to the Principal and Chief of Staff, this role is business case focused with a finance leaning. Modelling, valuations and market analysis will be a big part alongside FP&A and Business Partnering.
Duties:

• Financial Modelling and Analysis
• Management Reporting
• Business Partnering
• Process Improvement
• Investment case analysis and Ad hoc project work

What you'll need to succeed
You will need to be a qualified accountant or CFA with experience in financial planning and analysis as well as corporate finance. Ownership of financial models will be essential in this role, presenting to senior stakeholders regarding investment decisions and strategic planning.

What you'll get in return
You will get to be part of a newly created function, giving true responsibility in a lean team. This role will pay strong bonuses and allow for significant career growth as part of this newly created entity.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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