Senior Financial Analyst
6-8 month initial contract
£650-£750 per day Outside IR35
Fully Remote
Key Responsibilities:
Investment & Product Analytics
- Conduct in-depth analysis of investment products
- Evaluate portfolio risk/return profiles across geographies, asset classes, and investor segments.
- Track key investment metrics: alpha, beta, Sharpe ratio, drawdown, volatility, VaR.
- Prepare product comparison dashboards and market positioning reports using BI tools.
Financial Modeling & Forecasting:
Build and maintain robust financial models for:
- Revenue forecasting
- CAC-to-LTV modeling across investor segments
- Unit economics for investment features
- Use scenario/sensitivity analysis to model the impact of asset performance, fee structures, and FX shifts on platform P&L.
Market & Competitive Intelligence
- Analyze global investment trends, macroeconomic indicators, and competitor performance.
- Monitor regulatory updates affecting product design or investor access.
- Benchmark offerings against industry leaders using data from Morningstar, Bloomberg, or crypto analytics platforms.
Data & Tooling Integration
- Extract and analyze data from financial systems and DWHs (e.g., SQL, Snowflake, Redshift).
- Automate recurring reports using Python, Excel VBA, or cloud workflows (e.g., Google Cloud Functions).
- Collaborate on building investor dashboards, reporting APIs, and interactive financial tools.
Required Qualifications
- Bachelors or Master's in Finance, Economics, Accounting, Statistics, or related field.
- 5+ years of experience in financial analysis, investment banking, asset management, or fintech environments.
- Strong experience with financial modeling, forecasting, and investment performance analysis.
- Advanced Excel skills, plus proficiency in SQL and at least one scripting language (Python or R).
- Familiarity with multi-asset portfolio theory, risk modeling, and global capital markets.
