A leading investment platform in its space is seeking a Financial Investment Analyst to join its Finance & Operations team. Reporting directly to the CFO, this role sits at the intersection of investment analysis, financial reporting, and revenue analytics, supporting a portfolio of diversified, income-generating assets.
This is a genuinely unique opportunity, offering exposure to a highly specialized asset class and the chance to work closely with senior stakeholders across the business.
Key Responsibilities
- Analyze and validate revenue streams from portfolio investments, ensuring accuracy of third-party reporting and cash flows
- Record and track income across multiple asset classes within the general ledger
- Build financial models and dashboards to monitor performance vs. forecasts, historical trends, and KPIs
- Develop a deep understanding of underlying investment structures, contract economics, and revenue drivers
- Partner cross-functionally with commercial and operational teams to assess revenue impact and support decision-making
- Conduct variance analysis and identify discrepancies, supporting audit processes and revenue recovery initiatives
- Drive process improvements across reporting, analytics, and data management
Qualifications
- 3-5 years of experience in finance, accounting, or data analytics (asset management or related experience preferred)
- Strong understanding of financial reporting, revenue recognition, and GAAP fundamentals
- Advanced Excel skills (e.g., PowerPivot, complex formulas); experience with BI tools such as Power BI or Tableau
- Proven ability to analyze large datasets and translate insights into actionable insights
- Highly detail-oriented with strong analytical and communication skills
NB: This role is 4 days in office and 1 day working from home.
If you are interested in the oppertunity please apply to the role directly or send me a copy of your resume to [email protected]
