5 Investment Management jobs in Edinburgh

The Company:

Our client is a highly successful and expanding Investment Management firm, widely recognised with an excellent reputation.

The Role:

THIS ROLE IS A 6 MONTH FTC POSITION

The Client Fees Analyst role is to implement and oversee a new client Fees Management process for this Investment Management Firm based in Edinburgh.

The Client Fees Analyst will have a full understanding of the data the Investment Management firm uses in the course of its daily business activities in relation to client fees, the key objective being to ensure the client data is accurate, to maintain client fee data integrity and charge clients the appropriate fees.

The Client Fees Analyst must be a self-starter with extensive knowledge of data management, end-to-end trade processing and double entry book-keeping. This will include ongoing monitoring, exception and MI reporting. The position requires an inquisitive approach to understand all aspects of fees management.

The Client Fees Analyst will require a close co-operation with Investment Management Front Office, Finance, Custody Control as well as the account opening and maintenance team members.

The Client Fees Analyst will Manage and oversee the entire operational client fee process each quarter - Ongoing monitoring to identify any incorrect client fee set ups.

The Client Fees Analyst will manage the fee discount process for IFA firms to ensure the Investment Management business have a consistent approach across the firm.

Maintain the client fee discount register and review on a quarterly basis with the Head of Front Office.

Monitor and manage the process for all client

fee amendment requests.

The Client Fees Analyst will improve client fee processes and identify efficiencies to benefit the Investment Management business and it’s clients.

The Candidate

2 years minimum experience working on Client Fees and/or Client fee processing with an Investment Management setting.

Competent in all MS Office products - especially Excel.

Knowledge of FNZ’s Figaro system is desirable.

Wealth management and/or Financial Services data experience gained within an Operations environment.

Highly numerate and accurate.

Strong analytical skills.

Excellent verbal and written communications skills, and excellent time management abilities.

• Lead the preparation of monthly, quarterly, and annual financial reports, including management accounts, variance analysis, and commentary.
• Develop and manage the budgeting and forecasting processes, working closely with department heads to ensure accuracy and alignment with strategic goals.
• Perform in-depth financial analysis to identify key performance indicators (KPIs), trends, and business drivers.
• Provide insightful financial recommendations to senior management to support informed business decisions.
• Develop and maintain financial models to support strategic initiatives, investment appraisals, and scenario planning.
• Assist in the preparation of board materials and presentations.
• Identify opportunities for process improvements within the finance function and implement best practices.
• Ensure the integrity and accuracy of financial data and systems.
• Support internal and external audits by providing necessary documentation and explanations.
• Stay abreast of changes in accounting standards and relevant regulations.
• Mentor and guide junior members of the finance team.

• Qualified Accountant (ACCA, CIMA, ACA, or equivalent) with significant post-qualification experience.
• Proven experience in management accounting, financial planning & analysis (FP&A), budgeting, and forecasting.
• Strong understanding of financial modelling and data analysis techniques.
• Proficiency in accounting software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills (pivot tables, VLOOKUPs, macros).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong communication and interpersonal skills, with the ability to present complex financial information clearly to non-financial stakeholders.
• Ability to work independently, manage multiple priorities, and meet tight deadlines in a remote environment.
• Proactive approach to identifying financial risks and opportunities.
• Experience in a remote-first or hybrid working environment is highly desirable.
• A commitment to continuous professional development.

• Oversee and manage the entire FP&A cycle, including annual budgeting, quarterly forecasting, and long-range planning.
• Develop sophisticated financial models to support strategic decision-making, scenario analysis, and investment appraisal.
• Provide detailed variance analysis and insights into financial performance against budget and forecast.
• Collaborate with department heads to understand business drivers and build accurate operational forecasts.
• Prepare comprehensive financial reports and presentations for the executive leadership team and board of directors.
• Identify key performance indicators (KPIs) and develop dashboards to monitor business health and progress towards strategic goals.
• Drive continuous improvement in financial processes, systems, and reporting tools.
• Lead and mentor a team of finance professionals, fostering a culture of accuracy, collaboration, and continuous learning.
• Assist in fundraising activities by preparing financial projections and investor materials.
• Ensure compliance with financial regulations and reporting standards.

• Recognised accounting qualification (e.g., ACA, ACCA, CIMA) or equivalent experience.
• Significant experience in FP&A roles, with a proven track record of leading financial planning processes in a growth-oriented company.
• Advanced proficiency in Excel and financial modelling techniques.
• Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, Workday Adaptive Planning) is highly desirable.
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to convey complex financial information clearly and concisely.
• Experience in a remote-first environment is essential.
• Ability to work autonomously and manage deadlines effectively in a dynamic setting.

Financial Planning and Analysis Manager| 4 Month Contract | (Inside IR35) | Hybrid | Starting ASAP

Day Rate: DOE

About the role

Harvey Nash's Pub Sec client is seeking a Strategic Financial Planning and Analysis Manager. You will be responsible for the analysis and reporting of directorate monthly financial position and for providing an accurate monthly forecast annual outturn position for all budge.