Financial Planning & Analysis Senior Manager
My client, a leading Asset Management firm is currently recruiting for a Financial Planning Analysis Senior Manager.
The role aim of the role is to lead on the preparation of ad hoc financial analyses and ongoing management information for the firm's Management Committee and Board of Directors.
The organisation provides investment management services primarily to institutions and manages a combination of long-only and alternative products across the sub-asset classes of investment grade corporate debt, high yield corporate debt, emerging market debt, convertible bonds, distressed debt and multi-strategy debt products.
The successful candidate will be involved in supporting Members of the Management Committee with monthly reporting and ad hoc requests, this will include and not be restricted to the below:
*Production of firm wide monthly PL and AUM
*Production of CEO Board Presentation
*Production of monthly reports including Group Management Reports
*Production of Quarterly Board Packs for both corporate entities and fund packs
*Involvement in the Budgeting and Forecasting Process and involvement in automating the Budget process.
*Enhancement of current reporting structure and improvement of Management information
*Other ad hoc information to enhance distribution, AUM and flow analysis
*AUM by Investor Region to ascertain markets where the organisation needs to grow
*Monthly Yield Analysis
*Profitability by business type (Long only funds, Segregated accounts and Alternatives)
Requirements
*2.1 or above from a Redbrick University
*CIMA or ACA, ideally four years post qualification experience.
*Currently at a Investment Bank or another Asset Manager in FPA role
*Commercially minded, with Financial Services experience, with Senior level stakeholder interaction
*Candidates must be self starters who are comfortable dealing with a rapidly changing environment as the business grows.
*Advanced excel skills to include modeling or macro capabilities
*Experience of the Financial Services industry either gained in a commercial role at an Investment Bank or at an Asset Manager
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