Financial Analyst - Remote Opportunity at Schroders
About the Role
We are seeking a talented Financial Analyst to join our Operations Solutions & Analytics team at Schroders Capital. This Financial Analyst remote position is vital for supporting the financial planning and analysis needs of our private equity funds and mandates. You will play a crucial role in ensuring cash flow projections and performance forecasting are accurate and efficient.
What You'll Do
- Assist in the preparation of Requests for Proposals (RFPs) and Requests for Information (RFIs), providing financial insights and data to support proposals.
- Respond to ad-hoc requests concerning historical and future product performance, financial data, revenues, fundraising activities, and AuM, with a focus on streamlining recurring analyses and improving turnaround times.
- Participate in internal and external client reporting efforts by ensuring the accurate and timely dissemination of financial data and analyses.
- Ensure compliance with regulatory reporting requirements, preparing necessary documentation and submissions.
- Build and maintain predictive waterfall models for private equity funds to forecast cash flow and performance.
- Conduct commitment planning and exposure modeling to optimize fund allocations for clients.
- Prepare detailed revenue forecasts and scenario analysis for new products, including management fees and carried interest.
- Support the pricing of products by conducting thorough financial analyses and scenario modeling.
- Collaborate across teams, finding opportunities for workflow optimization, automation, and the thoughtful application of AI-enabled tools.
Requirements
- Bachelor’s degree in Business Administration, Finance, Operations Management, or a related field; or equivalent experience.
- Strong understanding of private equity operations, including fund structures and performance measurements.
- Proficiency in Microsoft Excel is required; experience with User-Defined Tools (UDT) systems and Power BI is highly preferred, and familiarity with eFront is advantageous.
- Strong analytical skills with the ability to translate complex data into actionable insights.
- Excellent communication skills, both written and verbal, with the ability to present complex information clearly and convincingly.
- Strong organizational skills, with the ability to manage multiple projects and deadlines effectively.
- Attention to detail balanced with a continuous-improvement approach.
- Ability to work collaboratively within a team environment, focusing on enhancing product initiatives and operational strategies.
- Excellent command of the English language, both written and spoken.
What We Offer
- Competitive salary and benefits package.
- Remote work flexibility.
- Opportunities for professional development and growth.
- Inclusive and diverse work environment.
- Access to cutting-edge tools and technologies.
This remote Financial Analyst position at Schroders offers an exciting opportunity to support private equity funds while enjoying a competitive salary and a commitment to diversity.
Who Will Succeed Here
Proficient in advanced Microsoft Excel functions such as VLOOKUP, pivot tables, and macros, allowing for efficient data manipulation and analysis in financial modeling.
Self-motivated and disciplined to work independently in a remote setting while managing multiple priorities and deadlines, ensuring timely delivery of financial insights.
Strong analytical mindset with experience in using Power BI for data visualization and reporting, enabling effective communication of financial data to stakeholders.
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