Job Overview

A leading financial services firm with over £2 billion in assets under management, is seeking an experienced Senior Financial Analyst to join our growing team in the City Centre.

As a Senior Financial Analyst, you will play a crucial role in providing financial insights, analysis, and recommendations that drive strategic decision-making across our investment portfolios. This position offers an exceptional opportunity to work with a dynamic team of investment professionals in a collaborative and innovative environment.

The ideal candidate will bring strong analytical skills, financial modeling expertise, and a passion for delivering data-driven insights that create value for our clients and stakeholders.

Key Responsibilities

• Develop and maintain complex financial models to evaluate investment opportunities, portfolio performance, and risk metrics
• Conduct in-depth financial analysis of companies, sectors, and market trends to identify investment opportunities and risks
• Prepare comprehensive financial reports, presentations, and recommendations for senior management and investment committees
• Collaborate with portfolio managers to develop investment strategies and asset allocation recommendations
• Monitor and analyze portfolio performance against benchmarks and investment objectives
• Conduct scenario analysis and stress testing to evaluate potential impacts of market changes on investment portfolios
• Support due diligence processes for potential investments and acquisitions
• Mentor and provide guidance to junior analysts on the team

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field; MBA or Master's degree preferred
• 5+ years of experience in financial analysis, investment banking, equity research, or related roles
• Strong proficiency in financial modeling, valuation methodologies, and forecasting techniques
• Advanced Excel skills and experience with financial analysis software
• Excellent analytical and problem-solving abilities with attention to detail
• Strong written and verbal communication skills, with the ability to present complex financial information clearly
• CFA designation or progress toward completion is highly desirable

Preferred Qualifications

• Experience in asset management, investment management, or wealth management
• Knowledge of ESG (Environmental, Social, Governance) investment principles and analysis
• Proficiency with Bloomberg Terminal, FactSet, or similar financial data platforms
• Experience with programming languages such as Python, R, or SQL for financial analysis
• Understanding of risk management frameworks and methodologies

Benefits Package

Our Company Culture

At Norwich Investment Partners, we foster a collaborative, innovative, and inclusive environment where talented professionals can thrive. Our culture is built on these core values:

About the Company

A leading investment management firm founded in 2010. We specialize in providing personalized investment solutions for high-net-worth individuals, families, and institutional clients.

Job Details

Applications close on:

July 17, 2025