211 Investment Strategy jobs in the United Kingdom

• Develop and implement comprehensive investment strategies across various asset classes.
• Conduct in-depth market research, economic analysis, and due diligence on potential investments.
• Build and manage investment portfolios, aligning them with client objectives and risk tolerance.
• Monitor market conditions and portfolio performance, making timely adjustments as necessary.
• Collaborate with portfolio managers and analysts to generate investment ideas and recommendations.
• Communicate investment strategies and performance updates to senior management, clients, and advisory boards.
• Ensure compliance with all regulatory requirements and internal policies.
• Lead and mentor a team of investment professionals.
• Stay abreast of industry trends, regulatory changes, and emerging investment opportunities.
• Contribute to the development of thought leadership content and industry commentary.

• A minimum of 10 years of experience in investment management, portfolio strategy, or asset allocation.
• Proven track record of developing and successfully implementing investment strategies that have achieved significant returns.
• Deep understanding of financial markets, various asset classes (equities, fixed income, alternatives), and derivatives.
• Exceptional analytical, quantitative, and problem-solving skills.
• Strong knowledge of financial modelling, valuation techniques, and risk management frameworks.
• Excellent communication, presentation, and interpersonal skills, with the ability to influence stakeholders.
• CFA charterholder or equivalent professional designation is highly preferred.
• Master's degree in Finance, Economics, or a related quantitative field.
• Experience managing remote teams is advantageous.
• Must possess a high level of integrity, professionalism, and strategic thinking.

Financial Strategy Analyst | Manchester (Hybrid – 1 day a week in the office, usually Wednesday) | Up to £55,000 + Bonus

Join WEX Europe Fleet Services as a Financial Strategy Analyst and play a visible, high-impact role shaping financial decision-making across our business.

We’re looking for a commercially minded finance professional who can see beyond the spreadsheets — someone who thrives on turning complex data into clear insights that drive strategic decisions.

If you enjoy building models, analysing trends, and partnering with teams across the business to shape the future, this is your opportunity.

Why join us?

At WEX, you’ll work in a dynamic, collaborative, and high-visibility role where your insights genuinely shape decision-making. You won’t just be reporting the numbers — you’ll be driving the conversation, influencing strategic projects, and working with leaders across the business.

• Competitive salary £0,000 – £5 000
li>Annual bonus (STIP)
• Hybrid working (only 1 day a week in the office)
• Opportunity to work on high-impact projects (2–3 per week)
< i>Collaborative culture with strong support for growth and development
• 25 days holiday + bank holidays (option to buy more)
• Industry-leading pension
• Life assurance & income protection
• Access to our employee wellbeing and perks platform
• No evenings or weekends – just a healthy work-life balance

Key Responsibilities if the Financial Strategy Analyst:

< i>Develop and enhance financial models to support strategic projects and commercial opportunities.
• Deliver insightful financial analysis and recommendations to senior stakeholders.
• Support budgeting and forecasting, working closely with cross-functional teams.
• Lead variance analysis to explain performance drivers and identify trends.
• Produce the monthly business review pack with data-driven insights.
• Collaborate with commercial and operational teams to evaluate performance and influence decision-making.
• Drive process improvements to enhance reporting efficiency and data integrity.

What we’re looking for:

< i>A qualified finance professional (ACCA, CIMA, or equivalent).
• Proven experience in financial analysis, forecasting, and commercial insight.
• Advanced Excel and modelling skills (complex formulas, pivot tables, scenario modelling).
• Strong analytical thinker with a commercial mindset — able to turn numbers into strategy.
< i>Excellent communication skills, comfortable presenting complex data to non-finance audiences.
• Self-starter who thrives in a fast-paced, changing environment.
• Experience in fleet services, energy, or financial services is a bonus.
• Knowledge of ERP/financial systems (Oracle, Business Objects, Peoplesoft) desirable.

What’s Next?

Apply now to become a key voice in shaping WEX’s financial strategy.

Financial Strategy Analyst | Manchester (Hybrid – 1 day a week in the office, usually Wednesday) | Up to £55,000 + Bonus

Join WEX Europe Fleet Services as a Financial Strategy Analyst and play a visible, high-impact role shaping financial decision-making across our business.

We’re looking for a commercially minded finance professional who can see beyond the spreadsheets — someone who thrives on turning complex data into clear insights that drive strategic decisions.

If you enjoy building models, analysing trends, and partnering with teams across the business to shape the future, this is your opportunity.

Why join us?

At WEX, you’ll work in a dynamic, collaborative, and high-visibility role where your insights genuinely shape decision-making. You won’t just be reporting the numbers — you’ll be driving the conversation, influencing strategic projects, and working with leaders across the business.

• Competitive salary £0,000 – £5 000
li>Annual bonus (STIP)
• Hybrid working (only 1 day a week in the office)
• Opportunity to work on high-impact projects (2–3 per week)
< i>Collaborative culture with strong support for growth and development
• 25 days holiday + bank holidays (option to buy more)
• Industry-leading pension
• Life assurance & income protection
• Access to our employee wellbeing and perks platform
• No evenings or weekends – just a healthy work-life balance

Key Responsibilities if the Financial Strategy Analyst:

< i>Develop and enhance financial models to support strategic projects and commercial opportunities.
• Deliver insightful financial analysis and recommendations to senior stakeholders.
• Support budgeting and forecasting, working closely with cross-functional teams.
• Lead variance analysis to explain performance drivers and identify trends.
• Produce the monthly business review pack with data-driven insights.
• Collaborate with commercial and operational teams to evaluate performance and influence decision-making.
• Drive process improvements to enhance reporting efficiency and data integrity.

What we’re looking for:

< i>A qualified finance professional (ACCA, CIMA, or equivalent).
• Proven experience in financial analysis, forecasting, and commercial insight.
• Advanced Excel and modelling skills (complex formulas, pivot tables, scenario modelling).
• Strong analytical thinker with a commercial mindset — able to turn numbers into strategy.
< i>Excellent communication skills, comfortable presenting complex data to non-finance audiences.
• Self-starter who thrives in a fast-paced, changing environment.
• Experience in fleet services, energy, or financial services is a bonus.
• Knowledge of ERP/financial systems (Oracle, Business Objects, Peoplesoft) desirable.

What’s Next?

Apply now to become a key voice in shaping WEX’s financial strategy.

Financial Strategy Analyst | Manchester (Hybrid 1 day a week in the office, usually Wednesday) | Up to £55,000 + Bonus

Join WEX Europe Fleet Services as a Financial Strategy Analyst and play a visible, high-impact role shaping financial decision-making across our business.

Were looking for a commercially minded finance professional who can see beyond the spreadsheets someone who thrives on turning.

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• Prepare, review, and analyze monthly, quarterly, and annual financial statements and management reports.
• Develop and manage budgets, forecasts, and long-term financial plans in collaboration with department heads.
• Conduct variance analysis, investigating discrepancies and providing insightful explanations to senior management.
• Identify key performance indicators (KPIs) and develop dashboards to monitor business performance.
• Implement and maintain robust internal controls to ensure financial accuracy and compliance.
• Support strategic decision-making by providing financial modeling, scenario analysis, and business case development.
• Assist in the optimization of financial processes and systems, recommending improvements for efficiency and effectiveness.
• Manage the month-end and year-end closing processes.
• Ensure compliance with accounting standards (e.g., IFRS, GAAP) and regulatory requirements.
• Provide financial guidance and support to operational teams.
• Stay abreast of changes in accounting regulations and industry best practices.

• Professional accounting qualification (e.g., ACCA, CIMA, ACA) or equivalent.
• Minimum of 5 years of experience in management accounting or a similar financial role.
• Strong understanding of financial accounting principles, management accounting techniques, and financial analysis.
• Proficiency in accounting software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills.
• Experience with financial modeling and business forecasting.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong communication and interpersonal skills, with the ability to present complex financial information clearly.
• Ability to work independently and manage multiple priorities in a hybrid setting.
• Experience within the financial services sector is a plus.
• A proactive and results-oriented approach to financial management.

• Prepare and analyse monthly management accounts, including P&L, balance sheet, and cash flow statements.
• Conduct detailed variance analysis against budget and forecast, providing insightful commentary.
• Develop and maintain financial models for forecasting, budgeting, and business case analysis.
• Support the annual budgeting process and provide financial projections.
• Identify and analyse trends in financial performance and key performance indicators (KPIs).
• Contribute to the development and implementation of financial strategies and policies.
• Evaluate business opportunities and provide financial support for strategic initiatives.
• Assist in the preparation of financial reports for senior management and stakeholders.
• Improve financial processes and systems to enhance efficiency and accuracy.
• Ensure compliance with accounting standards and internal controls.

• Qualified Accountant (ACCA, CIMA, ACA) or nearing qualification with significant relevant experience.
• Proven experience in management accounting or financial analysis roles.
• Strong understanding of financial reporting, budgeting, and forecasting principles.
• Advanced proficiency in Microsoft Excel, including financial modelling and data analysis techniques.
• Experience with accounting software (e.g., SAP, Oracle, QuickBooks Enterprise) is desirable.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong communication and interpersonal skills, with the ability to liaise effectively with non-financial stakeholders.
• Meticulous attention to detail and commitment to accuracy.
• Ability to work independently and manage multiple priorities effectively.
• Proactive and driven approach to continuous improvement.