Finance Business Partner

We’re looking for a Finance Business Partner to join our Institutional Retirement Finance Business Partnering team. You’ll work closely with the Core Capital team, Private Markets Finance and Portfolio Management, providing high-quality financial insight, analysis and challenge to support effective planning, forecasting and reporting.

This is an excellent opportunity to build a detailed understanding of the Core Capital portfolio, develop trusted relationships across the business and help senior stakeholders understand financial performance, risks and opportunities. The role works alongside investment teams to ensure accurate financial representation and alignment but does not involve making investment decisions or managing portfolios.

• Partnering with Core Capital, Private Markets Finance and Portfolio Management to support aligned business plans and forecasts
• Developing a detailed understanding of the Core Capital portfolio, including its performance and risk metrics
• Analysing financial performance and communicating key risks, opportunities and potential management actions
• Reviewing and challenging shareholder fund projections and management information to ensure they reflect business and portfolio views
• Producing Traded portfolio projections, commentary and management information to explain performance and variances
• Preparing monthly Core Capital liquidity projections and maintaining effective controls across Finance and asset liability management assumptions
• Coordinating inputs from relevant teams to support accurate and timely Institutional Retirement plans and forecasts
• Supporting performance reporting, Finance Transformation initiatives and wider project activity across the Business Partnering team

• An ACCA, ACA or CIMA qualification, or significant relevant professional experience
• Strong accounting, financial planning and analysis knowledge, including a sound understanding of IFRS
• Experience of preparing robust financial information and translating analysis into clear, meaningful insight
• Strong analytical skills, attention to detail and the ability to identify and communicate risks and opportunities
• Experience of managing competing priorities and delivering high-quality work to tight deadlines
• Excellent written and verbal communication skills, including producing commentary for senior and Board-level audiences
• The ability to build effective relationships, influence constructively and align expectations across multiple teams
• Advanced Excel capability, with knowledge of private markets accounting, the shareholder fund portfolio, One Stream or Anaplan being advantageous

• The opportunity to participate in our annual, performance
  -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

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