Senior Financial Analyst - Investment - £750pd Outside IR35

Senior Financial Analyst

6-8 month initial contract

£650-£750 per day Outside IR35

Fully Remote

Key Responsibilities:

Investment & Product Analytics

• Conduct in-depth analysis of investment products
• Evaluate portfolio risk/return profiles across geographies, asset classes, and investor segments.
• Track key investment metrics: alpha, beta, Sharpe ratio, drawdown, volatility, VaR.
• Prepare product comparison dashboards and market positioning reports using BI tools.

Financial Modeling & Forecasting:

Build and maintain robust financial models for:

• Revenue forecasting
• CAC-to-LTV modeling across investor segments
• Unit economics for investment features
• Use scenario/sensitivity analysis to model the impact of asset performance, fee structures, and FX shifts on platform P&L.

Market & Competitive Intelligence

• Analyze global investment trends, macroeconomic indicators, and competitor performance.
• Monitor regulatory updates affecting product design or investor access.
• Benchmark offerings against industry leaders using data from Morningstar, Bloomberg, or crypto analytics platforms.

Data & Tooling Integration

• Extract and analyze data from financial systems and DWHs (e.g., SQL, Snowflake, Redshift).
• Automate recurring reports using Python, Excel VBA, or cloud workflows (e.g., Google Cloud Functions).
• Collaborate on building investor dashboards, reporting APIs, and interactive financial tools.

Required Qualifications

• Bachelors or Master’s in Finance, Economics, Accounting, Statistics, or related field.
• 5+ years of experience in financial analysis, investment banking, asset management, or fintech environments.
• Strong experience with financial modeling, forecasting, and investment performance analysis.
• Advanced Excel skills, plus proficiency in SQL and at least one scripting language (Python or R).
• Familiarity with multi-asset portfolio theory, risk modeling, and global capital markets.