Financial analyst in wealth management

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

• AuM reporting/analysis – using systems to automate the reporting of AuM across the group and to allow for agile reporting by division, individual, revenue class etc.
• CFO Pack production – producing slides on AuM, GNM and NNM. Will include detailed analysis of outflows and correlation to markets.
• When necessary, work with Business Intelligence to provide up-to-date AuM data to feed external communications.
• Provide regular information on AuM cut by various views to the Corporate Affairs department, to ensure timely and accurate data is provided to the market.
• Challenge AuM/GNM data rather than simply reporting it. Benchmark against forecast and budget and really understand what is driving variances.
• Assist the annual Budget and quarterly Forecast processes, working closely with the FP&A team. Will also include input into the 5 year plan.

• Qualified Accountant - ACCA/CIMA
• Experience with month end reporting is desired
• Demonstrable interest in financial services industry
• Working knowledge of Microsoft Office packages: Minimum basic Word, advanced Excel & intermediate PowerPoint
• Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences and an ability to work well in a team and comfortable to work individually
• Demonstrate an ability to understand and summarise complex information in a professional and concise manner, high levels of accuracy and attention to detail with an ability to solve problems quickly
• Будет плюсом: Experience gained working in a management accounts team is desired; Experience within a financial services institution is advantageous but not essential

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave