Senior Financial Analyst - Investment - £750pd Outside IR35

Cornwallis Elt Ltd; England; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company is seeking a Senior Financial Analyst for a 6-8 month contract. This fully remote role involves conducting investment analytics, forecasting revenue, and building financial models. The ideal candidate will have at least 5 years of experience in financial analysis and strong skills in Excel and SQL.

Qualifications

• 5+ years of experience in financial analysis, investment banking, asset management, or fintech.
• Strong experience with financial modeling, forecasting, and investment performance analysis.
• Familiarity with multi-asset portfolio theory and global capital markets.

Responsibilities

• Conduct in-depth analysis of investment products and evaluate portfolio risk/return profiles.
• Build and maintain robust financial models for revenue forecasting and unit economics.
• Analyze global investment trends and monitor regulatory updates.

Skills

Financial Modeling

Investment Performance Analysis

Data Analysis

Risk Modeling

Financial Forecasting

Advanced Excel

Education

Bachelor's or Master's in Finance, Economics, Accounting, Statistics

Tools

SQL

Python

Excel VBA

Snowflake

Redshift

Job description

Senior Financial Analyst

6-8 month initial contract

£650-£750 per day Outside IR35

Fully Remote

Key Responsibilities:

Investment & Product Analytics

• Conduct in-depth analysis of investment products
• Evaluate portfolio risk/return profiles across geographies, asset classes, and investor segments.
• Track key investment metrics: alpha, beta, Sharpe ratio, drawdown, volatility, VaR.
• Prepare product comparison dashboards and market positioning reports using BI tools.

Financial Modeling & Forecasting:

Build and maintain robust financial models for:

• Revenue forecasting
• CAC-to-LTV modeling across investor segments
• Unit economics for investment features
• Use scenario/sensitivity analysis to model the impact of asset performance, fee structures, and FX shifts on platform P&L.

Market & Competitive Intelligence

• Analyze global investment trends, macroeconomic indicators, and competitor performance.
• Monitor regulatory updates affecting product design or investor access.
• Benchmark offerings against industry leaders using data from Morningstar, Bloomberg, or crypto analytics platforms.

Data & Tooling Integration

• Extract and analyze data from financial systems and DWHs (e.g., SQL, Snowflake, Redshift).
• Automate recurring reports using Python, Excel VBA, or cloud workflows (e.g., Google Cloud Functions).
• Collaborate on building investor dashboards, reporting APIs, and interactive financial tools.

Required Qualifications

• Bachelors or Master's in Finance, Economics, Accounting, Statistics, or related field.
• 5+ years of experience in financial analysis, investment banking, asset management, or fintech environments.
• Strong experience with financial modeling, forecasting, and investment performance analysis.
• Advanced Excel skills, plus proficiency in SQL and at least one scripting language (Python or R).
• Familiarity with multi-asset portfolio theory, risk modeling, and global capital markets.