Shearer Associates are delighted to be partnering exclusively with this interesting, diverse and philanthropic investment business in the recruitment of a Financial Analyst. As part of a small and highly professional team, this is an opportunity for the right candidate to be involved with a wide range of varied project work alongside daily duties.Responsibilities include
- Management reporting on institutional investments
- Management reporting for our regular quarterly boards
- Design, develop and improvements in financial reporting
- Analysis of data collected from various sources (inc investment managers, custodian)
- Maintenance and creation of internal databases and processes
- Working closely with investment managers to collate and critique performance against Investment Policy benchmarks
- Manage and produce flexible reporting on a growing and diversifying investment base
- Production of ad hoc reports for the board and senior management team
- Manage and develop improvement measures to provide efficiencies
- Work to automate where appropriate
- Work closely with third party platforms and partners
- Assistance as required with traditional financial accounting (statutory accounts etc.)
Working in a small, professional team you will enjoy exceptional support and learning opportunities, matched by a commitment to improvement and cooperation with the team, a positive approach to work and outstanding communication skills
Job Types: Full-time, Permanent
Salary: £50,000.00-£55,000.00 per year
Benefits:
- Casual dress
- Company pension
- Cycle to work scheme
- Free or subsidised travel
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
- Private dental insurance
- Private medical insurance
- Wellness programme
- Work from home
Flexible Language Requirement:
Supplemental pay types:
- Bonus scheme
- Performance bonus
Ability to commute/relocate:
- Tewkesbury: reliably commute or plan to relocate before starting work (required)
Work Location: Hybrid remote in Tewkesbury
