Goodman Masson are searching for a Finance Analyst to join a recently established, global Private Equity firm based in London s West End. This is a fantastic opportunity for a qualified accountant to gain broad exposure across fund finance, working in a high-performing, tech-enabled team that partners closely with investment professionals and senior stakeholders.
The role superbly broad and varied role will involve working with investment and execution teams to ensure optimal liquidity management, executing FX trades, and managing loan facility utilisations. The successful candidate will also contribute to financial reporting, investment performance analysis and investor communication, helping to shape strategy and improve operational efficiency across funds and affiliated vehicles.
This is an excellent opportunity for someone with strong analytical skills, commercial acumen and the ability to influence decision-making. The firm offers a dynamic, collaborative environment with a clear path for career progression, making it an ideal role for those looking to develop rapidly within a high-growth Private Equity business.
Responsibilities:
- Detailed review of investment valuations and cashflows down to portfolio company level, with regular exception reporting to ensure accuracy and correct classification;
- Analyse investment performance and partner with Investment and Investor Relations teams to deliver performance analysis and assist with investor data requests and fundraising materials;
- Manage and monitor complex underlying investment structures and the progress of new investments to ensure funding and reporting requirements are met;
- Daily cash management and forecasting working with investment teams and the fund administrator to ensure sufficient liquidity for investment calls and expenses, and making recommendations on timing of cashflows and use of leverage;
- Collaborate with FX trading counterparties and leverage providers to execute FX trades, manage loan facility utilisations and negotiate transaction terms;
- Review fund accounting and bookkeeping prepared by third-party administrators, including quarterly fund accounts and investor capital account statements;
- Monitor invested capital, investment restrictions and covenant compliance on loan facilities.
- Assist with preparation and review of quarterly and annual financial statements for management companies, including multi-entity consolidations;
- Support regulatory, tax and audit processes through close collaboration with advisors and external providers.
Key Skills:
- Recently qualified accountant up to 2 years PQE;
- Experience in Private Equity or Investment Management, either gained within an accounting firm auditing funds, in-house as a Fund Accountant, or through a Fund Administrator;
- Strong organisational skills with excellent attention to detail and proven Excel ability;
- Strong academics (2:1 degree or higher preferred);
- Excellent interpersonal skills with the ability to build trusted relationships with senior stakeholders;
- Commercial mindset with the ability to influence strategic decision-making;
- Proactive, forward-thinking and eager to identify process improvements and drive efficiencies.