Financial Analyst

Schroders Investment Management
14 Mar 2018
16 Mar 2018
Contract Type
Full Time

The London Wealth Management - Management Reporting team is responsible for the provision of Management Information to the Wealth Management Executive Committee and Board, including both financial and non-financial information. To meet these requirements the team produces a suite of monthly information and related commentary in accordance with a monthly timetable. It also produces ad hoc analysis to support business decisions as they are required, as well as involvement in the Group-wide budget process, working closing with the Swiss based Service Centre.

Overview of role

This is an important role providing an excellent opportunity for a motivated individual to gain an understanding of the Wealth Management business through exposure to reporting, analysis and senior management. As a small team, each member will have exposure to the whole spectrum of work that the team is involved in. However, this role will have a number of key responsibilities within the team:


The successful candidate will take responsibility for:

• Preparing reports for the Wealth Management Executive Committee, Boards and local Management Committees
• Analysing key drivers of the income, cost and memorandum lines and providing insightful analysis
• Monthly review of statutory and management accounting income statement and balance sheet
• Net New Business flows and Assets Under Management reporting
• Client and team profitability analysis
• Assist in production of annual budget for Schroders Wealth Management
• Interrogation of the core financial reporting systems (HFM and T24) and participate in system development initiatives
• Maintaining an appropriate control framework around the reporting and forecasting processes to minimise the risk of misstatement
• Preparing various schedules and analyses on a scheduled and ad hoc basis
• Providing context on financial performance to Group Finance
• Assist with various financial accounting tasks as and when required

Essential Skills / Person Profile

• Qualified Accountant (or equivalent)
• Strong IT skills and an experienced user of Excel to an advanced stage
• Able to demonstrate a high level of awareness of the commercial implications of trends within the financial data and of business drivers and their impact
• Highly numerate with strong attention to detail and controls
• Very strong written and verbal communication skills
• Able to deal proficiently with large sets of data and present information clearly so as to aid management's understanding of the business
• Able to work under own initiative, to tight deadlines and be proactive in their approach
• Able to develop close and effective working relationships within finance and across other areas of the business. Good inter-personal skills, as these will be required to deal with a wide range of people
• Able to analyse process flows and identify areas to improve efficiency
• Control focussed and diligent

Desirable Skills

• Experience in Financial Services is preferable and experience in Asset Management or Wealth Management would be advantageous, but not essential
• Experience with T24, Oracle, Hyperion Financial Management and Hyperion Planning is desirable

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