Financial Analyst

Executive Mandate Specification

Shearer Associates are delighted to be partnering exclusively with this interesting, diverse and philanthropic investment business in the recruitment of a Financial Analyst. As part of a small and highly professional team, this is an opportunity for the right candidate to be involved with a wide range of varied project work alongside daily duties.Responsibilities include

• Management reporting on institutional investments

• Management reporting for our regular quarterly boards

• Design, develop and improvements in financial reporting

• Analysis of data collected from various sources (inc investment managers, custodian)

• Maintenance and creation of internal databases and processes

• Working closely with investment managers to collate and critique performance against Investment Policy benchmarks

• Manage and produce flexible reporting on a growing and diversifying investment base

• Production of ad hoc reports for the board and senior management team

• Manage and develop improvement measures to provide efficiencies

• Work to automate where appropriate

• Work closely with third party platforms and partners

• Assistance as required with traditional financial accounting (statutory accounts etc.)

Working in a small, professional team you will enjoy exceptional support and learning opportunities, matched by a commitment to improvement and cooperation with the team, a positive approach to work and outstanding communication skills

Job Types: Full-time, Permanent

Salary: £50,000.00-£55,000.00 per year

Benefits:

• Casual dress
• Company pension
• Cycle to work scheme
• Free or subsidised travel
• Free parking
• Life insurance
• On-site parking
• Paid volunteer time
• Private dental insurance
• Private medical insurance
• Wellness programme
• Work from home

Flexible Language Requirement:

• English not required

Supplemental pay types:

• Bonus scheme
• Performance bonus

Ability to commute/relocate:

• Tewkesbury: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Tewkesbury

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship