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Investment Finance Analyst

  • £50000 - £55000 per annum
  • Bristol
  • Posted: 03/03/2021
  • Permanent
  • Job Ref: 096112550

Job Details

Investment Finance Analyst - £50K - £55K - Bristol

An award-winning investment company in Bristol are looking for a commercial minded, qualified Accountant to be responsible for reviewing a range of investment opportunities and writing business reports to help the Investment Director decide on which investments to promote to clients. This role will cover a range of duties including investment research and company analysis, as well as company onboarding.


  • Analyse potential investment opportunities and understand the statutory accounts, management accounts and financial forecasts
  • Research sectors and comparable deals and valuations
  • Write reviews explaining the risks and opportunities
  • Manage the full investment onboarding process and ensure the post deal administration runs smoothly

  • ACA, ACCA or CIMA Qualified Accountant with 5+ years PQE
  • Strong understanding of business models
  • Excellent project management skills
  • Advanced Excel skills
  • Strong report writing skills
  • Excellent communicator