Financial Planning Analyst at Lefosse analyzing and reporting financial performance. Collaborating with teams to build budgets and forecasts in a hybrid work environment.
About the role
- Investment Manager evaluating and managing investment opportunities for British Patient Capital. Collaborating across teams and overseeing portfolio performance on maternity cover basis.
Responsibilities
- Evaluate and critically assess proposals for new venture and growth funds, including analysing fund track records and team dynamics.
- Support investment proposals through internal approval processes, including preparation of investment papers.
- Conduct financial and investment analysis, financial modelling, and due diligence activities.
- Work with internal teams and external legal advisors to review and negotiate investment legal documentation.
- Assist in the ongoing management and monitoring of the investment portfolio.
- Prepare portfolio analysis, reports, and updates for internal stakeholders.
- Support advisory board participation and engagement with fund managers.
- Address matters arising within investments by analysing issues and developing solutions.
Requirements
- Strong understanding of financial accounts and financial reporting.
- Excellent analytical and commercial awareness.
- Advanced Microsoft Office skills.
- Strong communication skills, both written and verbal.
- Ability to collaborate effectively within a team environment.
- Experience in fund management, investment banking, corporate finance, or commercial lending.
- Knowledge of venture capital funding and due diligence processes.
- Experience advising or working with SMEs in a financial capacity.
- Strong stakeholder relationship management skills and the ability to develop external networks.
- A numerate graduate with a degree in an analytical discipline such as Economics, Accounting, Law, Engineering, or Science, or equivalent analytical and operational experience.
- A professional accounting qualification or investment management certificate is desirable.
Benefits
- 30 days annual leave plus bank holidays, opportunity to buy and sell up to 5 days holiday
- 15% employer pension contribution
- Flexible working
- Cycle to work scheme, healthcare cash plan, Group Income Protection and life assurance
- Paid voluntary days, maternity, paternity, adoption, and shared parental leave
- Benefits designed to suit your lifestyle - from discounts on retail and dining, to health and wellbeing, travel, and technology...and plenty more
Job title
Job type
Experience level
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Not specified
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