Description

Goodman Masson are partnering with a leading global private markets investment firm to recruit a Finance Analyst into their Investment Finance team. This is an excellent opportunity for a qualified accountant to gain broad exposure across private equity, private credit and wider private markets strategies within a highly commercial finance function that partners closely with investment and investor-facing teams. The role offers strong exposure to investment valuations, portfolio analysis and senior stakeholder interaction within a fast-paced and collaborative environment.

The firm is known for its strong track record of developing finance talent. Many team members progress internally as their responsibilities grow, and individuals are encouraged to take ownership, contribute ideas and develop a broad commercial understanding of the investment lifecycle. The business operates in a highly collaborative and meritocratic environment with a genuinely low-hierarchy culture, where high performers are given meaningful responsibility and exposure from an early stage.

The successful candidate will work in a high-profile, fast-paced team where proactive thinking, strong interpersonal skills and the ability to influence are key to success.

Responsibilities will include:

• Monitoring and reviewing investment valuations through detailed analysis of underlying manager reporting and portfolio company financial information;
• Preparing materials for internal valuation and performance review processes;
• Supporting investment monitoring activities including analysis of portfolio performance, fund exposure and underlying investment trends;
• Partnering with investment, fundraising and investor relations teams to support performance analysis, investor reporting and fundraising materials;
• Tracking new transactions and coordinating with internal stakeholders to ensure operational readiness and reporting accuracy;
• Supporting quarterly reporting processes including performance packs and analysis for senior stakeholders;
• Working across finance, operations and investment teams to support governance processes and complex investment structures;
• Contributing to process improvements, automation initiatives and data enhancement projects in partnership with finance and technology teams;
• Supporting cross-functional projects across finance, operations and investment teams.

Key requirements:

• Recently qualified accountant (ACA / ACCA / CIMA) - 0 - 2 / 3 years PQE;
• Trained in practice (Audit, Transaction Services, M&A, Corporate Finance, etc.) and/or in industry (Fund Accounting, an Investment Banking graduate rotation, etc), within Private Equity, Private Credit, Investment Management, or wider Financial Services;
• Strong academic background (2:1 or equivalent preferred);
• Strong analytical skills with excellent attention to detail;
• Advanced Excel skills and confidence working with financial data;
• Strong communication and interpersonal skills, with the confidence to engage with senior stakeholders and build relationships across the business;
• Proactive mindset with the confidence to take ownership, solve problems and suggest improvements;
• Exposure to valuation methodologies, investment performance analysis or portfolio monitoring would be advantageous.