Finance Analyst – Private Equity

Goodman Masson Limited; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global Private Equity firm in London is seeking a Finance Analyst to join their high-performing team. The successful candidate will engage in a variety of responsibilities including investment analysis, cash management, and contributing to financial reporting. We seek a recently qualified accountant up to 2 years PQE with experience in Private Equity or Investment Management. This role offers a collaborative work environment and opportunities for rapid career development within a growth-oriented business.

Qualifications

• Recently qualified accountant with relevant PQE experience.
• Experience in Private Equity or Investment Management preferred.
• Proven ability in Excel and strong organisational skills.

Responsibilities

• Review investment valuations and cashflows for accuracy.
• Analyse investment performance and assist with investor data requests.
• Manage daily cash forecasting to ensure sufficient liquidity for investments.
• Execute FX trades and manage loan facility utilisations.
• Review fund accounting prepared by third-party administrators.
• Prepare and review financial statements for management companies.

Skills

Recently qualified accountant — up to 2 years PQE

Experience in Private Equity or Investment Management

Strong organisational skills

Excellent Excel ability

Strong academics (2:1 degree or higher preferred)

Excellent interpersonal skills

Commercial mindset

Proactive and eager to drive efficiencies

Education

2:1 degree or higher preferred

Job description

Goodman Masson are searching for a Finance Analyst to join a recently established, global Private Equity firm based in London’s West End. This is a fantastic opportunity for a qualified accountant to gain broad exposure across fund finance, working in a high-performing, tech-enabled team that partners closely with investment professionals and senior stakeholders.

The role superbly broad and varied role will involve working with investment and execution teams to ensure optimal liquidity management, executing FX trades, and managing loan facility utilisations. The successful candidate will also contribute to financial reporting, investment performance analysis and investor communication, helping to shape strategy and improve operational efficiency across funds and affiliated vehicles.

This is an excellent opportunity for someone with strong analytical skills, commercial acumen and the ability to influence decision-making. The firm offers a dynamic, collaborative environment with a clear path for career progression, making it an ideal role for those looking to develop rapidly within a high-growth Private Equity business.

Responsibilities

• Detailed review of investment valuations and cashflows down to portfolio company level, with regular exception reporting to ensure accuracy and correct classification;
• Analyse investment performance and partner with Investment and Investor Relations teams to deliver performance analysis and assist with investor data requests and fundraising materials;
• Manage and monitor complex underlying investment structures and the progress of new investments to ensure funding and reporting requirements are met;
• Daily cash management and forecasting — working with investment teams and the fund administrator to ensure sufficient liquidity for investment calls and expenses, and making recommendations on timing of cashflows and use of leverage;
• Collaborate with FX trading counterparties and leverage providers to execute FX trades, manage loan facility utilisations and negotiate transaction terms;
• Review fund accounting and bookkeeping prepared by third-party administrators, including quarterly fund accounts and investor capital account statements;
• Monitor invested capital, investment restrictions and covenant compliance on loan facilities.
• Assist with preparation and review of quarterly and annual financial statements for management companies, including multi-entity consolidations;
• Support regulatory, tax and audit processes through close collaboration with advisors and external providers.

Key Skills

• Recently qualified accountant — up to 2 years PQE;
• Experience in Private Equity or Investment Management, either gained within an accounting firm auditing funds, in-house as a Fund Accountant, or through a Fund Administrator;
• Strong organisational skills with excellent attention to detail and proven Excel ability;
• Strong academics (2:1 degree or higher preferred);
• Excellent interpersonal skills with the ability to build trusted relationships with senior stakeholders;
• Commercial mindset with the ability to influence strategic decision-making;
• Proactive, forward-thinking and eager to identify process improvements and drive efficiencies.