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Financial Insight Associate

Financial Insight Associate

Hybrid

London, United kingdom

£ 65,000 /year

Full Time

30-01-2026

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Skills

Monitoring Attention to detail

Job Specifications

Financial Insights Associate, Investment Manager, London, up to £65k

We will be reviewing CVs throughout the process so please apply as soon as you are able to.

We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.

A highly reputable ESG investment firm are looking to welcome a Financial Insights Associate to their Finance Team. This candidate will be responsible for ensuring the accuracy and completeness of financial and operational reporting.

The company are offering £60,000 - £65,000 to the successful candidate + brilliant benefits package to the successful candidate.

Your Role

Preparing monthly and quarterly segmental reporting across business units, funds and cost centres
Monitoring and analyse financial performance and operation results to ensure regular and accurate tracking
Preparing the datapack for half- year and full - year, consolidating key financial and operational data for reporting purposes
Maintaining ongoing, up- to - date statistical data to ensure accuracy for reporting and analysis need
Assisting with scenario modelling and ad hoc analysis of the group forecast
Providing analysis on budget vs actuals

Your Skills & Qualifications:

Qualified Accountant (ACA, ACCA, or CIMA Equivalent)
Strong excel skills
Be strong analytically and have great attention to detail
Experience with preparing management information and regulatory reports is ideal but not essential
Someone who is ambitious and eager to really get stuck in

This is a great role for a newly qualified accountant looking to make their first step into industry.

At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.

If you have any further questions regarding accessibility throughout the process, then please get in touch DEIB@tracerecruit.com or call a member of our DEIB Champions team.

About the Company

Established in 2010, we are an accountancy and finance recruitment consultancy with offices in London and Reading. We are experts in accountancy, and our consultants are industry specialists across Industry & Commerce, Financial Services and Not-for-Profit. We have the capability to deliver traditional permanent recruitment, interim and contract assignments, or executive search and multi-vacancy retainers. We are market leaders with a widely experienced leadership team and carefully trained and developed consultants at ev... Know more