Financial Planning Analyst

Are you a commercially minded finance professional with a passion for reporting, data analysis and investor communications? This is an excellent opportunity to join a high-performing finance team within a well-established investment business, where you'll gain exposure to executive leadership, investors, board reporting and fund performance analysis.

Working closely with an experienced Reporting Manager, you'll play a key role in delivering high-quality reporting across multiple investment vehicles while helping drive continuous improvements in reporting processes, systems and analytics.

About the Role

This position sits within a specialised FP&A and Reporting function and offers broad exposure across corporate, fund and portfolio-level reporting activities.

Key responsibilities include

• Preparing monthly, quarterly and annual reporting packs for senior executives, boards and investors.
• Supporting the production of investor presentations and key stakeholder communications.
• Maintaining and enhancing fund reporting models, performance metrics and attribution analysis.
• Producing fund and portfolio reporting across multiple investment strategies.
• Supporting capital raising activities through the preparation of reporting materials, performance analysis and investor responses.
• Assisting with board reporting and governance requirements.
• Managing reporting data, controls and documentation to ensure accuracy and consistency.
• Identifying opportunities to improve reporting processes, automation and data quality.

About You

We're interested in speaking with candidates who bring:

Experience in FP&A, management reporting, investment reporting, funds management finance or a related analytical finance role.

Strong Excel and financial modelling capabilities.

Excellent attention to detail and a commitment to producing high-quality outputs.

The ability to analyse large datasets and translate information into meaningful insights.

Strong written and verbal communication skills.A proactive mindset with a genuine interest in improving processes and reporting frameworks.

What's on OfferExposure to senior executives, investors and board-level stakeholders.A broad and varied reporting role with genuine commercial impact.

Opportunity to develop expertise in fund and portfolio reporting.

Collaborative team environment with strong mentorship and development opportunities.

Exposure to sophisticated reporting tools, investment data and business transformation initiatives.

Long-term career progression within a growing and highly regarded investment organisation.

If you're looking to move into a role that combines reporting, analysis, stakeholder exposure and investment industry experience, we'd love to hear from you.