17 Financial Management jobs in Reading
Financial Management Program Intern
Chalfont St Giles, South East
GE HealthCare
Posted 20 days ago
Job Viewed
Job Description
**Job Description Summary**
We are looking to employ an enthusiastic and driven Finance Intern (12 months) to play a key role in our Health Care Systems (HCS) or Pharmaceutical Diagnostics' (PDx) Finance Teams. You would be applying to be considered for one of seven select internships, covering areas like Financial Planning & Analysis, Controllership, Commercial Finance and Product Finance. You will be working with Finance Leaders across the business and be exposed to a teams and function in and out of your direct scope. To be successful as a Finance Intern, you should have strong analytical skills, be a clear communicator, proficient in excel and adaptable to working in changing and ambiguous situations.
A Finance Internship within GE HealthCare (GEHC) is designed to enable undergraduates pursuing a Bachelor's or Master's degree to gain hands-on work experience as the foundation of their professional lives. As an Intern you will receive specific supervision from both a direct manager, and a people leader, with the aim of nurturing your technical and soft skills to develop you into a well-rounded finance individual. There will also be the opportunity to, at the end of your internship, apply for a place on the Financial Management Program (FMP), which would start at the end of your studies. By applying for this internship, your application will automatically be considered for a variety of finance roles that match our graduate programs skill set.
Fixed-Term Contract: 12 Months Office-Based in Chalfont St. Giles, Greater London Area, UK. Target Start Date: July 2026
GE HealthCare is a leading global medical technology and digital solutions innovator. Our mission is to improve lives in the moments that matter. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.
**Job Description**
**Roles and Responsibilities** **- Change depending on assigned role, but will revolve around**
+ Contribute to the activities your finance team in the areas mentioned above, developing technical finance skills alongside corporate specific soft skills.
+ Partner and collaborate with wider internal business unit teams to drive execution and financial performance of GE HealthCare.
+ Develop an understanding of key business drivers to inform your work. Gain insights into how your team's efforts integrate with other teams and contribute to broader objectives.
+ Engage with the wider Intern Community in an Internship Curriculum, networking events, along with charity and volunteering events.
+ Operate within a team setting under the guidance of an Assignment Leader and Program Rep.
**Required Qualifications and Desired Characteristics**
+ Taking a placement year as part of a curriculum leading to a bachelor's or master's degree from an accredited university, college, or school.
+ Carry yourself with a positive attitude, a team player and able to deliver expected results on time.
+ Confident, self-motivated, able to demonstrate initiative and work with limited supervision when needed.
+ Strong analytical and problem-solving skills, highly numerate with a good attention to detail.
+ Confident in both oral and written communication.
+ Proficient in Microsoft Excel and main Microsoft Office applications.
+ Fluent in English.
+ Must have unlimited authorization to work in the UK. GE Healthcare does not sponsor visas for internships.
**The Internship.**
+ Contract Length: 12 months
+ Start Date: Likely to be in July 2026.
+ You will gain hands-on experience working on business-critical task and projects, while also participating in driving the wider intern community.
+ You will have guided development which can potentially gain you a place on the FMP Scheme if successful in the internship.
**Please submit your CV (no cover letter required) if you'd like to apply. If you pass through the CV Round, you will be invited to complete an on-line application questionnaire via HireVue - you must complete this to be considered for the role.**
**Inclusion and Diversity**
GE HealthCare is an Equal Opportunity Employer where inclusion matters. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
We expect all employees to live and breathe our behaviors: to act with humility and build trust; lead with transparency; deliver with focus, and drive ownership - always with unyielding integrity.
Our total rewards are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration, and support.
**Additional Information**
**Relocation Assistance Provided:** No
We are looking to employ an enthusiastic and driven Finance Intern (12 months) to play a key role in our Health Care Systems (HCS) or Pharmaceutical Diagnostics' (PDx) Finance Teams. You would be applying to be considered for one of seven select internships, covering areas like Financial Planning & Analysis, Controllership, Commercial Finance and Product Finance. You will be working with Finance Leaders across the business and be exposed to a teams and function in and out of your direct scope. To be successful as a Finance Intern, you should have strong analytical skills, be a clear communicator, proficient in excel and adaptable to working in changing and ambiguous situations.
A Finance Internship within GE HealthCare (GEHC) is designed to enable undergraduates pursuing a Bachelor's or Master's degree to gain hands-on work experience as the foundation of their professional lives. As an Intern you will receive specific supervision from both a direct manager, and a people leader, with the aim of nurturing your technical and soft skills to develop you into a well-rounded finance individual. There will also be the opportunity to, at the end of your internship, apply for a place on the Financial Management Program (FMP), which would start at the end of your studies. By applying for this internship, your application will automatically be considered for a variety of finance roles that match our graduate programs skill set.
Fixed-Term Contract: 12 Months Office-Based in Chalfont St. Giles, Greater London Area, UK. Target Start Date: July 2026
GE HealthCare is a leading global medical technology and digital solutions innovator. Our mission is to improve lives in the moments that matter. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.
**Job Description**
**Roles and Responsibilities** **- Change depending on assigned role, but will revolve around**
+ Contribute to the activities your finance team in the areas mentioned above, developing technical finance skills alongside corporate specific soft skills.
+ Partner and collaborate with wider internal business unit teams to drive execution and financial performance of GE HealthCare.
+ Develop an understanding of key business drivers to inform your work. Gain insights into how your team's efforts integrate with other teams and contribute to broader objectives.
+ Engage with the wider Intern Community in an Internship Curriculum, networking events, along with charity and volunteering events.
+ Operate within a team setting under the guidance of an Assignment Leader and Program Rep.
**Required Qualifications and Desired Characteristics**
+ Taking a placement year as part of a curriculum leading to a bachelor's or master's degree from an accredited university, college, or school.
+ Carry yourself with a positive attitude, a team player and able to deliver expected results on time.
+ Confident, self-motivated, able to demonstrate initiative and work with limited supervision when needed.
+ Strong analytical and problem-solving skills, highly numerate with a good attention to detail.
+ Confident in both oral and written communication.
+ Proficient in Microsoft Excel and main Microsoft Office applications.
+ Fluent in English.
+ Must have unlimited authorization to work in the UK. GE Healthcare does not sponsor visas for internships.
**The Internship.**
+ Contract Length: 12 months
+ Start Date: Likely to be in July 2026.
+ You will gain hands-on experience working on business-critical task and projects, while also participating in driving the wider intern community.
+ You will have guided development which can potentially gain you a place on the FMP Scheme if successful in the internship.
**Please submit your CV (no cover letter required) if you'd like to apply. If you pass through the CV Round, you will be invited to complete an on-line application questionnaire via HireVue - you must complete this to be considered for the role.**
**Inclusion and Diversity**
GE HealthCare is an Equal Opportunity Employer where inclusion matters. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
We expect all employees to live and breathe our behaviors: to act with humility and build trust; lead with transparency; deliver with focus, and drive ownership - always with unyielding integrity.
Our total rewards are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you'd expect from an organization with global strength and scale, and you'll be surrounded by career opportunities in a culture that fosters care, collaboration, and support.
**Additional Information**
**Relocation Assistance Provided:** No
This advertiser has chosen not to accept applicants from your region.
0
Senior Financial Accountant - Management Reporting
RG1 1AA Reading, South East
£55000 Annually
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
Our client, a rapidly growing financial services firm, is seeking an accomplished Senior Financial Accountant to enhance our management reporting capabilities. This hybrid role offers a dynamic blend of in-office collaboration and remote work flexibility. The successful candidate will be responsible for preparing accurate and insightful financial reports, analysing financial performance, and contributing to strategic financial planning. You will play a critical role in ensuring compliance with accounting standards, supporting financial decision-making, and driving process improvements within the finance department.
Key Responsibilities:
Required Qualifications:
Key Responsibilities:
- Prepare monthly, quarterly, and annual financial statements and management reports in accordance with relevant accounting standards (e.g., IFRS, GAAP).
- Conduct in-depth financial analysis, identifying key trends, variances, and performance drivers.
- Develop and maintain financial models to support budgeting, forecasting, and strategic planning.
- Manage the month-end and year-end closing processes.
- Ensure the accuracy and integrity of financial data and systems.
- Collaborate with internal and external auditors during financial audits.
- Identify and implement process improvements to enhance efficiency and accuracy in financial reporting.
- Assist in the development and implementation of internal controls.
- Prepare financial data for regulatory filings and other compliance requirements.
- Support ad-hoc financial projects and analyses as required by senior management.
- Provide financial insights and recommendations to support business objectives.
- Mentor and guide junior members of the finance team.
Required Qualifications:
- ACA, ACCA, CIMA, or equivalent professional accounting qualification.
- 5+ years of progressive experience in financial accounting and reporting.
- Strong understanding of IFRS and/or UK GAAP.
- Proficiency in financial accounting software and advanced Excel skills.
- Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is a strong asset.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong attention to detail and commitment to accuracy.
- Effective communication and interpersonal skills, with the ability to explain complex financial information clearly.
- Ability to work independently and manage multiple priorities in a hybrid work environment.
- Experience in financial services or a related industry is a plus.
This advertiser has chosen not to accept applicants from your region.
1
Senior Financial Accountant - Management Reporting
OX1 1AJ Oxford, South East
£60000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a dynamic and rapidly expanding organisation based in Oxford, Oxfordshire, UK , is seeking a highly skilled and motivated Senior Financial Accountant to join their esteemed finance department. This is an exceptional opportunity for an ambitious professional to contribute to the strategic financial direction of the company and play a pivotal role in financial reporting and analysis. The successful candidate will be responsible for preparing accurate and timely financial statements, managing the general ledger, and ensuring compliance with all relevant accounting standards and regulations. Key responsibilities include performing complex balance sheet reconciliations, developing and implementing robust internal controls, and assisting with the annual audit process. You will also be involved in budgeting and forecasting activities, providing insightful analysis to support business decisions, and collaborating with cross-functional teams to improve financial processes. This role requires a proactive approach to problem-solving and a keen eye for detail. You will also mentor junior members of the finance team, fostering a collaborative and high-performing environment. The ideal candidate will possess a strong understanding of accounting principles, advanced Excel skills, and experience with financial accounting software. We are looking for an individual with excellent communication and interpersonal skills, capable of presenting financial information clearly and concisely to both finance and non-finance stakeholders. This position offers a blend of in-office collaboration and remote flexibility, ensuring a balanced work-life integration. If you are a qualified accountant (ACA, ACCA, CIMA or equivalent) with a proven track record in financial accounting and reporting, we encourage you to apply.
This advertiser has chosen not to accept applicants from your region.
2
Senior Management Consultant - Financial Services
OX1 2JD Oxford, South East
£70000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a prestigious global management consultancy, is seeking a highly experienced Senior Management Consultant to join their thriving Financial Services practice. This hybrid role, based in **Oxford, Oxfordshire, UK**, offers an exciting opportunity to advise leading financial institutions on their most critical strategic challenges. The ideal candidate will possess a deep understanding of the financial services landscape, including banking, insurance, and asset management, coupled with a strong track record in driving business transformation, operational improvement, and digital innovation. You will lead client engagements, manage project teams, and develop innovative solutions to complex problems, working closely with clients on-site and contributing remotely to analysis and reporting.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Lead and manage consulting projects for financial services clients, from initial diagnosis to implementation and value realization.
- Develop strategic recommendations for clients facing challenges in areas such as digital strategy, regulatory compliance, risk management, operational efficiency, and customer experience.
- Conduct rigorous data analysis, market research, and financial modeling to support strategic recommendations.
- Build strong, trusted relationships with senior client stakeholders and decision-makers.
- Manage project teams, mentor junior consultants, and ensure the delivery of high-quality work products.
- Facilitate workshops, interviews, and presentations to effectively communicate insights and recommendations.
- Contribute to the development of the firm's intellectual capital and thought leadership in the financial services sector.
- Collaborate effectively with colleagues across different practice areas and geographies.
- Work on-site with clients as required for project delivery, and contribute remotely to analysis, reporting, and internal team collaboration.
Qualifications:
- Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
- Minimum of 7 years of progressive experience in management consulting, with a significant focus on the financial services industry.
- Proven expertise in areas such as digital transformation, operational excellence, risk management, or regulatory strategy within FS.
- Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights.
- Excellent client management and interpersonal skills, with a proven ability to influence senior executives.
- Demonstrated experience in leading project teams and delivering successful client outcomes.
- Superior written and verbal communication and presentation skills.
- Willingness to travel to client sites as needed for hybrid working arrangements.
- Experience with data analysis tools and techniques is a plus.
This advertiser has chosen not to accept applicants from your region.
3
Senior Management Consultant - Financial Services
OX1 1AX Oxford, South East
£75000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a top-tier management consultancy, is actively seeking an experienced Senior Management Consultant with a strong focus on the Financial Services sector. This permanent, office-based role is situated in Oxford, Oxfordshire, UK . You will be a key member of their practice, advising leading financial institutions on critical strategic and operational challenges. Your expertise will be crucial in areas such as digital transformation, regulatory compliance, risk management, operational efficiency, and customer experience enhancement within banking, insurance, and asset management. Responsibilities include leading project teams, managing client relationships, developing strategic solutions, and delivering tangible value to clients. You will conduct in-depth analyses, create compelling business cases, and present findings and recommendations to C-suite executives. The ideal candidate will possess a deep understanding of the financial services industry, including its regulatory landscape and market dynamics. A strong track record in management consulting, preferably within financial services, is essential. Exceptional analytical, problem-solving, and communication skills are a prerequisite. You must be adept at navigating complex client organisations, influencing stakeholders, and driving change. A Master's degree or MBA from a reputable institution is highly preferred. This role offers a challenging and rewarding career path, with significant opportunities for professional development and exposure to high-profile projects. You will play a pivotal role in helping our clients adapt to evolving market conditions and achieve sustainable competitive advantage. We are looking for a motivated, results-driven individual with a passion for problem-solving and a commitment to delivering exceptional client service. The ability to thrive in a demanding, team-oriented environment is crucial. This position requires a minimum of 8 years of relevant experience. You will be expected to contribute to the firm's intellectual capital and mentor junior consultants.
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4
Head of Investment Risk Management
OX1 2AG Oxford, South East
£110000 Annually
WhatJobs
Posted 13 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking an accomplished Head of Investment Risk Management to lead their dedicated risk function in Oxford, Oxfordshire, UK . This senior position is responsible for overseeing all aspects of investment risk, ensuring robust frameworks are in place to identify, measure, monitor, and control risks across a diverse portfolio. The ideal candidate will possess extensive experience in risk management within the investment banking or asset management sectors, combined with a deep understanding of financial markets, derivatives, and regulatory requirements. You will play a critical role in advising senior management and the board on risk appetite, capital adequacy, and strategic risk mitigation. Responsibilities include:
Qualifications:
- Developing, implementing, and maintaining the firm's investment risk management framework and policies.
- Leading the analysis and assessment of market risk, credit risk, liquidity risk, and operational risk associated with investment activities.
- Establishing and monitoring risk limits and ensuring compliance with internal policies and external regulations.
- Producing comprehensive risk reports for senior management, the risk committee, and regulatory bodies.
- Managing and mentoring a team of investment risk professionals.
- Conducting stress testing and scenario analysis to evaluate portfolio resilience under adverse market conditions.
- Collaborating with portfolio managers and traders to ensure risk considerations are integrated into investment decisions.
- Staying informed about evolving regulatory landscapes (e.g., Basel III/IV, Solvency II) and their impact on investment risk.
- Acting as a key point of contact for regulators on investment risk matters.
Qualifications:
- Advanced degree (Master's or PhD) in Finance, Economics, Mathematics, or a related quantitative field.
- 10+ years of experience in investment risk management, with a significant portion in a leadership role.
- Proven expertise in quantitative risk modeling, VaR, CVA, XVA, and other risk metrics.
- In-depth knowledge of financial instruments, derivatives, and fixed income/equity markets.
- Strong understanding of regulatory frameworks relevant to investment firms.
- Excellent analytical, strategic thinking, and decision-making abilities.
- Exceptional leadership and communication skills, with the ability to convey complex risk concepts clearly.
- FRM, PRM, or CFA qualifications are highly desirable.
- This role operates on a hybrid model, requiring regular presence at our Oxford office for collaborative sessions and strategic meetings.
This advertiser has chosen not to accept applicants from your region.
5
Head of Real Estate Investment & Portfolio Management
RG1 1AX Reading, South East
£90000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a prestigious real estate investment firm with a substantial and diverse portfolio, is seeking an accomplished Head of Real Estate Investment & Portfolio Management to lead their strategic acquisition and asset management functions. This is a senior, remote-first role that requires a seasoned professional with a deep understanding of real estate markets, financial analysis, and investment strategies. The successful candidate will be responsible for identifying new investment opportunities, managing existing assets to maximize returns, and driving the overall growth and performance of the firm's property holdings.
Key responsibilities include developing and executing comprehensive investment strategies, conducting thorough market research, and performing due diligence on potential acquisitions across various real estate sectors. You will be responsible for portfolio analysis, performance monitoring, and implementing asset management plans to enhance property value and rental income. This role involves managing relationships with brokers, developers, lenders, and joint venture partners. Financial modeling, valuation analysis, and presenting investment recommendations to senior leadership and investment committees will be critical. Budgeting, forecasting, and reporting on portfolio performance are also key aspects of the role. Leading and mentoring a team of investment and asset managers is a core requirement.
We are seeking candidates with a Master's degree in Finance, Real Estate, Economics, or a related field, or an MBA. A minimum of 10-12 years of progressive experience in real estate investment, asset management, or corporate finance, with a strong focus on direct property investments, is essential. Proven experience in sourcing, underwriting, and closing significant real estate transactions is required. Exceptional financial modeling, analytical, and valuation skills are a must. A deep understanding of real estate capital markets, legal structures, and risk management principles is crucial. Outstanding leadership, negotiation, and communication skills are vital for success in this high-level, remote position. The ability to work autonomously, drive results, and collaborate effectively with teams across different locations is expected.
Key responsibilities include developing and executing comprehensive investment strategies, conducting thorough market research, and performing due diligence on potential acquisitions across various real estate sectors. You will be responsible for portfolio analysis, performance monitoring, and implementing asset management plans to enhance property value and rental income. This role involves managing relationships with brokers, developers, lenders, and joint venture partners. Financial modeling, valuation analysis, and presenting investment recommendations to senior leadership and investment committees will be critical. Budgeting, forecasting, and reporting on portfolio performance are also key aspects of the role. Leading and mentoring a team of investment and asset managers is a core requirement.
We are seeking candidates with a Master's degree in Finance, Real Estate, Economics, or a related field, or an MBA. A minimum of 10-12 years of progressive experience in real estate investment, asset management, or corporate finance, with a strong focus on direct property investments, is essential. Proven experience in sourcing, underwriting, and closing significant real estate transactions is required. Exceptional financial modeling, analytical, and valuation skills are a must. A deep understanding of real estate capital markets, legal structures, and risk management principles is crucial. Outstanding leadership, negotiation, and communication skills are vital for success in this high-level, remote position. The ability to work autonomously, drive results, and collaborate effectively with teams across different locations is expected.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Investment Analyst - Portfolio Management
OX1 1AA Oxford, South East
£65000 Annually
WhatJobs
Posted today
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly skilled Senior Investment Analyst to join their dynamic portfolio management team. This hybrid role offers the opportunity to work both remotely and from their offices located in **Oxford, Oxfordshire, UK**. You will be responsible for conducting in-depth financial research, analysing market trends, and evaluating investment opportunities across various asset classes. Your core duties will involve developing and maintaining sophisticated financial models, preparing detailed investment reports, and providing strategic recommendations to portfolio managers. The ideal candidate will possess a strong understanding of investment strategies, risk management principles, and financial regulations. Excellent analytical, quantitative, and communication skills are essential for success in this role. You will be expected to contribute to the development of investment strategies, monitor portfolio performance, and effectively articulate investment rationale to clients and internal stakeholders. Key responsibilities include:
- Conducting comprehensive research and analysis of financial markets, economic conditions, and industry trends.
- Evaluating and recommending investment opportunities across equities, fixed income, alternatives, and other asset classes.
- Developing and maintaining complex financial models for valuation, forecasting, and scenario analysis.
- Preparing detailed investment research reports, presentations, and performance reviews.
- Assisting portfolio managers in constructing and managing investment portfolios to meet specific objectives.
- Monitoring portfolio performance, identifying risks, and recommending adjustments.
- Staying abreast of regulatory changes and their impact on investment strategies.
- Communicating investment insights and recommendations clearly to internal teams and clients.
- Collaborating with traders, analysts, and other financial professionals.
- Contributing to the development and refinement of proprietary investment strategies.
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7
Senior Investment Analyst (Asset Management)
RG1 1AA Reading, South East
£60000 annum + bon
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
Our client, a highly reputable asset management firm, is seeking a Senior Investment Analyst to join their esteemed team in Reading, Berkshire, UK . This role requires a sharp, analytical mind with a proven track record in investment research, financial modelling, and portfolio analysis within the asset management industry. You will be responsible for conducting in-depth research on various asset classes, sectors, and specific securities, contributing to investment strategy formulation, and supporting portfolio managers in making informed investment decisions.
Key responsibilities include:
The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with a strong preference for a Master's degree or CFA charterholder/candidate. A minimum of 5 years of relevant experience in investment analysis, preferably with sell-side or buy-side research experience, is required. Exceptional quantitative and analytical skills, coupled with advanced proficiency in financial modelling and valuation techniques, are essential. Strong knowledge of various asset classes and financial markets is a must. Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely, are paramount. The ability to work independently, manage multiple tasks, and meet tight deadlines in a demanding environment is crucial. This is an excellent opportunity for a dedicated analyst to advance their career within a leading financial institution, contributing to significant investment decisions and portfolio growth. Our client fosters a culture of intellectual curiosity and professional development.
Key responsibilities include:
- Performing fundamental analysis of equities, fixed income, and alternative investments.
- Developing and maintaining sophisticated financial models to forecast company performance and value securities.
- Conducting macroeconomic and industry research to identify investment opportunities and risks.
- Preparing detailed investment reports, presentations, and recommendations for investment committees and clients.
- Monitoring portfolio performance, attribution analysis, and risk management.
- Collaborating closely with portfolio managers, traders, and other members of the investment team.
- Staying abreast of market developments, regulatory changes, and industry best practices.
- Contributing to the development and refinement of investment processes and methodologies.
- Mentoring junior analysts and sharing knowledge across the team.
The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related field, with a strong preference for a Master's degree or CFA charterholder/candidate. A minimum of 5 years of relevant experience in investment analysis, preferably with sell-side or buy-side research experience, is required. Exceptional quantitative and analytical skills, coupled with advanced proficiency in financial modelling and valuation techniques, are essential. Strong knowledge of various asset classes and financial markets is a must. Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely, are paramount. The ability to work independently, manage multiple tasks, and meet tight deadlines in a demanding environment is crucial. This is an excellent opportunity for a dedicated analyst to advance their career within a leading financial institution, contributing to significant investment decisions and portfolio growth. Our client fosters a culture of intellectual curiosity and professional development.
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8
Senior Investment Analyst - Asset Management
OX1 1PG Oxford, South East
£70000 annum + bon
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a prestigious asset management firm, is seeking a highly analytical and driven Senior Investment Analyst to join their team in **Oxford**. This role is integral to the investment decision-making process, focusing on rigorous research, valuation, and portfolio construction across various asset classes. You will be responsible for generating investment ideas, conducting in-depth due diligence, and providing insightful recommendations to portfolio managers and investment committees.
Key responsibilities include performing fundamental analysis on companies, industries, and macroeconomic trends to identify investment opportunities and risks. You will develop and maintain complex financial models, conduct valuation analyses (DCF, comparables, precedent transactions), and assess the potential return and risk profiles of investment candidates. The role involves extensive market research, staying abreast of industry developments, regulatory changes, and geopolitical events that may impact investment strategies. You will prepare detailed investment reports, presentations, and memos to clearly articulate your research findings and recommendations. Collaboration with portfolio managers and other analysts to refine investment strategies and manage portfolio positioning will be essential. Monitoring existing portfolio investments and providing ongoing analysis and updates is also a key duty.
The ideal candidate will possess a strong academic background, typically a bachelor's or master's degree in Finance, Economics, or a related quantitative field. Progress towards or completion of professional designations such as CFA (Chartered Financial Analyst) is highly desirable. You should have a minimum of 5 years of relevant experience in investment analysis, equity research, or portfolio management within the financial services industry. Exceptional analytical, quantitative, and financial modelling skills are paramount, with a proven ability to build robust and dynamic models. A deep understanding of financial markets, investment strategies, and valuation methodologies is required. Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely, are essential. Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and advanced Excel skills are necessary. Experience in specific sectors or asset classes relevant to the firm's focus would be an advantage.
This is an exciting opportunity for a talented individual to contribute to a high-performing investment team in the historic city of **Oxford**. You will have the chance to work on challenging investment opportunities, hone your analytical skills, and develop your career within a reputable and growing firm. The position offers a competitive remuneration package and significant potential for professional growth.
Key responsibilities include performing fundamental analysis on companies, industries, and macroeconomic trends to identify investment opportunities and risks. You will develop and maintain complex financial models, conduct valuation analyses (DCF, comparables, precedent transactions), and assess the potential return and risk profiles of investment candidates. The role involves extensive market research, staying abreast of industry developments, regulatory changes, and geopolitical events that may impact investment strategies. You will prepare detailed investment reports, presentations, and memos to clearly articulate your research findings and recommendations. Collaboration with portfolio managers and other analysts to refine investment strategies and manage portfolio positioning will be essential. Monitoring existing portfolio investments and providing ongoing analysis and updates is also a key duty.
The ideal candidate will possess a strong academic background, typically a bachelor's or master's degree in Finance, Economics, or a related quantitative field. Progress towards or completion of professional designations such as CFA (Chartered Financial Analyst) is highly desirable. You should have a minimum of 5 years of relevant experience in investment analysis, equity research, or portfolio management within the financial services industry. Exceptional analytical, quantitative, and financial modelling skills are paramount, with a proven ability to build robust and dynamic models. A deep understanding of financial markets, investment strategies, and valuation methodologies is required. Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely, are essential. Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and advanced Excel skills are necessary. Experience in specific sectors or asset classes relevant to the firm's focus would be an advantage.
This is an exciting opportunity for a talented individual to contribute to a high-performing investment team in the historic city of **Oxford**. You will have the chance to work on challenging investment opportunities, hone your analytical skills, and develop your career within a reputable and growing firm. The position offers a competitive remuneration package and significant potential for professional growth.
This advertiser has chosen not to accept applicants from your region.
9