501 Financial Expert jobs in the United Kingdom
Associate Principal, Financial Institutions Consulting

Posted 11 days ago
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IQVIA ( is the world's leading company providing information, technology, and services for virtually every type of stakeholder in healthcare. It is our sole focus on life sciences, deep expertise in key commercial and technical areas, unique access to proprietary data, and in-market presence around the world that allows us to achieve our mission of making a positive long-term impact on healthcare.
IQVIA's Financial Institutions Consulting (FIC) team advises investors (e.g. private equity, venture capital, hedge funds, etc) on biopharma and life sciences investments, including commercial due diligence, asset and target screening, portfolio company growth strategy and exit/divestment strategy.
Successful candidates will have the opportunity to engage with clients on high-profile investment decisions across a variety of industry-shaping transaction situations, business models and strategic issues. We operate in a multi-cultural, collaborative and fast-paced work environment, that is rich in development and growth.
**Role & Responsibilities**
As an Associate Principal at IQVIA, you will be responsible for managing or leading multiple M&A, commercial due diligence and investment-related consulting projects and ensuring on-time and on-budget delivery for clients in the pharmaceutical or related industries by:
+ Leveraging business and transaction advisory experience and methodological expertise to support with preparing proposals and delivering projects to address client questions, primarily in the areas of due diligence (buy- and sell-side),asset/portfolio/companyvaluation, asset screening and growth strategy
+ Managing multiple project teams including both internal and external resources, in the design, development and delivery of client deliverables
+ Providing high level input to, and ensures the development of, client reports and presentations and delivery of all or significant portions of findings to client
+ Serving as key point of contact with client, with a view to providing advice, ensuring project satisfaction and supporting building client relationships and accounts
+ Supporting overall FIC team and broader consulting initiatives to elevate our capabilities, including (but not limited to) the development of intellectual property, marketing materials, training, recruitment and go-to-market approach
+ Developing and/or elevating new business opportunities through the identification of follow-on work and new leads.
+ Support development of IQVIA's engagement with financial investors across areas within and outside of consulting services
+ Serving as a coach to 3-4 staff
**About You**
Candidates interested in joining our Consulting Services Group as an Associate Principal should have:
+ 7-10 years professional experience in consulting, corporate development, or within a financial institution (e.g. private equity, venture capital) with a focus on M&A / commercial due diligence within the pharmaceutical and/or healthcare sector
+ Minimum of 4-5 years project management experience focused on engagements related to transactions / external investments (due diligence, valuation, asset identification, growth strategy, forecasting), including capabilities to manage large and/or multiple projects while balancing priorities while maintaining high quality delivery
+ Evidence of career progression in consulting and/or transaction advisory roles
+ Experience working in sizable/ multi-disciplined teams and leading staff
+ Demonstrable analytical, interpretative and problem-solving skills
+ Knowledge of consulting methodologies, tools and techniques
+ Strong quantitative skillset and comfortable interpreting financial results / P&Ls, with ability to translate data analysis and qualitative insights into strategic implications for senior investors
+ Well-developed written and verbal communication skills including presentations, chairing meetings, workshop facilitation, business and report writing
+ Knowledge of key issues and current developments in the pharmaceutical and healthcare industries
+ Experience in developing credible relationships with senior executives in thepharmaceutical/healthcareindustry and with financial investors
+ Ability to contribute to business development through the identification of leads, development of proposals etc.
In addition to the skills and experience above an Associate Principal should have:
+ Bachelor's degree or equivalent. MBA not required but a plus
+ A track record of leadership and people development
+ Fluency in English (spoken and written)
+ A willingness and ability to travel
+ Right to live and work in the recruiting country
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
Principal/Sr Principal, Financial Investors Consulting
Posted 25 days ago
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Job Description
Location: London, UK
Global FIC group is a recently formed team that focuses on partnering with financial investors (e.g., private equity, venture capital, hedge funds) to support their investment decisions in healthcare/life sciences companies and offer them value-creation partnerships that maximize their ROI and generate significant business pull-through for IQVIA. As such, FIC team engages with healthcare/life sciences investors globally to support them by providing strategy, due diligence, company screening, carve-outs, divestments and also portfolio company value creation.
As a Principal within Consulting Services, you will take on a variety of roles that focus primarily within the following core areas: client/project leadership, business development, and firm/operational leadership roles. The main focus of an FIC principal is to deliver outstanding client service, while building trusted relationships with new and existing clients that enhance the Consulting Services brand. The principal's success will be measured by the ability to take on larger and more complex projects, while opening up new business relationships to the firm. You will work directly with clients to develop business opportunities and deliver projects ensuring that delivery results are at high levels of client satisfaction.
**Responsibilities**
- Develop and deliver insightful, value-added strategies that address complex client issues.
- Create and elevate new business opportunities through the identification of value-added follow-on work and identify new revenue opportunities with existing and new client organisations.
- Act as principal owner of client engagements; ultimate responsibility for client satisfaction and delivering high levels of quality/added value.
- Provide follow-up with clients after project deliverables have been completed to ensure client satisfaction.
- Allocate direction, advice, and intellectual leadership to clients and delivery teams.
- Provide high level input and ensure development of client reports and presentations.
- Ability to deliver all or significant portions of findings to clients.
- Lead thought leadership and firm building initiatives.
- Remain current on industry, clients, and competitive trends and directions in order to anticipate and identify new business challenges and issues with assigned clients.
- Contribute to the enhanced awareness of Consulting Services in the marketplace, e.g. through speaking engagements, client meetings, and publications.
- Participate in annual performance review team processes.
- Engage in recruitment and selection of new staff.
- Mentor, coach, and share subject matter expertise with others to help develop individuals and capabilities delivering world-class solutions for clients.
**Skills & Experience**
The successful candidate will have a track record of success across the majority of the following competencies:
- **Private Equity Client Relationship Management and Delivery** - Principal owner of client engagements with financial investors in healthcare/life sciences (e.g. Private Equity, VCs, Hedge Funds), focused on client satisfaction and outstanding client deliverables. Extensive network within the Private Equity and VC community. Proven capability to identify new revenue opportunities with existing clients.
- **Team Development/Management** - Proven skills in identifying, recruiting, mentoring/coaching, and retaining top talent for CONSULTING SERVICES practice teams.
- **Business Development** - Proven success selling complex strategy and operations engagements to the top Private Equity and VC firms. Actively participate in proposal development and ongoing pre-sales meetings with potential new client organizations. Deep experience in selling life sciences due diligence, valuation and strategy work.
- **Pharmaceutical and Life Sciences Strategy Experience** - Ability to speak in detail with Boards, CEOs, COOs, and CFOs about commercial strategy services/solutions, commercial and technical due diligence and transaction advisory, specifically in the life sciences industry segment, in a meaningful manner with depth of content knowledge.
- **Senior Level Solution Selling** - Proven ability to build relationships, identify client pain points, and develop custom solutions at the CEO/COO/CFO level (ideally providing comprehensive and authoritative knowledge in strategy, due diligence and transaction advisory solutions demonstrated through speaking, writing, and general eminence).
- **International Experience and US Private Equity/VC Network** - Has the experience to craft client strategies that are specific with regard to international geography.
- **Communications/Executive Presence** - Expresses ideas in a clear and concise manner; tailors message to target audience with the gravitas to build relationships to sell services and recruit practitioners.
- **Industry and Investment Trends** - Maintains a constant focus on industry, client and competitive trends in the life sciences industry. Applies this knowledge to both active client engagements and business/client development activities. Has a good grasp of recent trends in M&A, divestments, carve outs and other life-sciences transactions.
- **Working knowledge of Financial Statements & Corporate Finance** - Has a good understanding of P&L, Balance Sheet and Cash Flow management. Ability to engage with senior stakeholders in a firm (Boards, CEOs, CFOs) to discuss financial value creation opportunities.
- **Analytical Problem-Solving** - Applies an analytical approach to solving problems and reaching logical conclusions. Gathers information from a variety of sources and quickly gains an understanding of it. Works effectively with complicated, conflicting or ambiguous information, and looks beyond the surface of issues to identify their underlying patterns and causes.
- **Clear Oral Communication** - Ability to speak clearly and fluently. Demonstrates a logical, structured approach, adapts to the needs of the situation and the nature of the audience; confirms the audience has understood the message. Beyond presenting clearly, this competency is also concerned with ensuring strong two-way communication.
- **Clear Written Communication** - Ability to write clearly and succinctly. Adapts style and content; meets demands of the situation and audience. Communicates clearly and effectively uses well-structured, logical arguments and avoids unnecessary technical or complex language.
- **Commercial Awareness** - Considers flow of money and resources through an organization, and the need to get maximum value at each stage. Seeks to achieve commercial objectives, such as profitability, so the business can be as competitive and successful as possible.
- **Cooperative Teamwork** - Builds supportive relationships within a team, based on trust and respect. Requires listening to others, adapts to other people's different work styles and focuses on shared goals. Willing to challenge others and accepts challenges as a way of getting the best results for the team.
- **Coping with Pressure** - A positive attitude in stressful situations or following failures. Ability to manage one's own emotions, willing to take on challenging tasks, and energy to remain focused on those tasks when presented with obstacles.
- **Customer Focus** - Develops strong, lasting relationships with clients. Possesses desire to understand and satisfy customers' needs and exceed expectations whenever possible. Concern with clients inside or outside the organization; internal customers may be other departments or individuals from the same organization.
- **Decision-Making** - Makes clear, appropriate decisions. Performs with incomplete or ambiguous information, and while under time pressure. Resilience in making unpopular decisions when necessary, and taking responsibility for outcomes and impacts of those decisions.
- **Flexibility** - Responds well to change. Positive attitude toward change and a readiness to adapt when presented with new information, new situations or shifting priorities.
- **Influencing** - Balances the need to shape outcomes in short term while maintaining successful long-term relationships. Knows how to motivate and inspire to achieve a common goal, and demonstrates key strategic negotiation tactics. Uses personal and professional contacts to influence people across teams or organizations.
- **Initiative** - Constantly looks for things to do. Self-confident and proactive; generates activity for themselves rather than waiting for instruction. Prepared to take risks if potential benefit in results.
- **Innovation** - Turns creative ideas into original solutions. Produces new or different approaches in current situations and enables creativity in others. Involved in generating ideas and seeing them through to implementation.
- **Management of Others** - Enables others to perform. Sets a clear direction and delegates fairly and appropriately allowing direct reports the means to achieve their goals. Looks for opportunities to develop individuals by encouraging them to take on greater responsibility and make decisions for themselves.
- **Planning and Organizing** - Establishes and prioritizes tasks and objectives in order to manage time and resources appropriately. Sets deadlines based on the time required, and on how each part of the plan affects others. Prepares backup plans in case the situation changes.
- **Strategic Vision** - Creates a clear view of the future of the business. Considers the long-term goals of the organization and defines the strategy to achieve this. Takes into account the current environment in which the business operates and anticipates future changes or challenges for the organization.
- **Technological Orientation** - Shows comfort and aptitude using technology in order to reach goals more efficiently, and to a higher standard of quality. Welcomes advancements in technology and is willing to understand and implement them. Uses technology appropriately and helps others to appreciate and understand the benefits of using technology.
**Benefits**
We work hard to prioritise the things that matter most to you. Visit our benefits page ( for information on everything from perks to well-being initiatives and career enhancement.
#CONAJD
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IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create connections that accelerate the development and commercialization of innovative medical treatments. Everything we do is part of a journey to improve patient outcomes and population health worldwide.
To get there, we seek out diverse talent with curious minds and a relentless commitment to innovation and impact. No matter your role, everyone at IQVIA contributes to our shared goal of helping customers improve the lives of patients everywhere. Thank you for your interest in growing your career with us.
EEO Minorities/Females/Protected Veterans/Disabled
Financial Controller - Investment Management
Posted today
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Financial Controller - Investment Management
Posted today
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Financial Controller - Investment Management
Posted 2 days ago
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Job Description
Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.
Responsibilities:
- Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
- Quarterly accounts and investor reporting;
- Transaction and deal support.
- Monitor and review transactions including capital calls, distribution calculations and notices;
- Review management fee and carry calculations;
- Assist with forecasting of liquidity requirements for SPV entities;
- Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
- Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
- Develop an understanding of investment holding structures and ensure these are maintained correctly.
- Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
- Work with the SPV administrators to ensure investors receive timely financial information and reporting.
- Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
- Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.
Qualifications:
- Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
- 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate.
- Qualified ACA/ ACCA/ CA
Financial Controller - Investment Management
Posted 2 days ago
Job Viewed
Job Description
Looking for a Financial Controller to join the team within an Investment Management firm, supporting the wider finance function, investment team and the MD.
Responsibilities:
- Coordinate and supervise the accounting processes and, working in partnership with the external SPV administrators and accounting firms, produce accurate and timely information, in particular focusing on:
- Quarterly accounts and investor reporting;
- Transaction and deal support.
- Monitor and review transactions including capital calls, distribution calculations and notices;
- Review management fee and carry calculations;
- Assist with forecasting of liquidity requirements for SPV entities;
- Ensure robust controls around cash movements from SPVs, including working with the asset manager/ property manager to correctly monitor and report cashflows in relation to underlying properties;
- Maintain, establish and implement financial and information reporting systems and comply with reporting frameworks (e.g., IFRS, FRS102) and other relevant legislation.
- Develop an understanding of investment holding structures and ensure these are maintained correctly.
- Work with SPV administrators, accounting firms and auditors for a successful and timely completion of the annual audits by providing support to the external auditors throughout the audit process and carrying out a thorough review of the financial statements for all SPVs.
- Work with the SPV administrators to ensure investors receive timely financial information and reporting.
- Work alongside the Asset Manager/ property manager in relation to financial and compliance matters Management Company group entities
- Supervise and coordinate the external accounting firms in the preparation of the quarterly management accounts, budgets, cash flow forecasts, corporation tax and VAT returns.
Qualifications:
- Bachelor’s or Master’s degree from a top University, ideally Mathematics, Sciences, Engineering, Economics or related disciplines
- 0-2 years PQE working for an investment manager and/or advisory firm, with some of this likely spent in real estate.
- Qualified ACA/ ACCA/ CA
Risk & Compliance Specialist - Investment Management
Posted 6 days ago
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Job Description
Reporting directly to the Head of Risk & Compliance, the role will also support the firm’s wider strategic ambitions, including through engagement in the development of exciting new propositions. This is an opportunity to join a dynamic and ambitious firm in a varied Compliance role with exposure to senior stakeholders, both internally and externally.
You will:
- Advise business areas on recommended control improvement actions.
- Provide investment risk and compliance consultancy to key stakeholders
- Lead on second line engagement change initiatives.
- Support the Head of Risk and Compliance in the development and delivery of the Compliance Plan.
- Review daily risk measurement checks (e.g. Derivative exposures; fund compliance with VaR limits, VaR back-testing overshoots and Liquidity thresholds)
- Act as the risk and compliance contact for error and breach identification, resolution, trend analysis and escalation.
- Liaise with the Depositary to complete regulatory and best practice obligations.
The ideal candidate will have demonstrable Compliance experience in the investment management sector, particularly in an ACD business; Strong understanding and experience of 2LoD compliance monitoring techniques and regulatory requirements, including investment principles, investment types and portfolio liquidity; Excellent communication skills, with an ability to influence, facilitate and negotiate.
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