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Finance Analyst - Investment Management

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Finance Analyst
This Finance Analyst role offers the opportunity to join a dynamic Investment Management firm, where you'll be responsible for providing meaningful financial analysis, supporting budgeting and forecasting activities, and delivering high-quality reporting to inform key business decisions.
Client Details
Our client is a well-established and highly regarded Investment Management firm with a track record of delivering strong results for institutional and retail clients.
Description
- Prepare and analyse financial reports to support business decision-making.
- Monitor financial performance and identify trends or variances.
- Assist in budgeting and forecasting processes.
- Maintain accurate financial records and ensure compliance with reporting standards.
- Collaborate with other departments to provide financial insights and recommendations.
- Support month-end and year-end closing processes.
- Contribute to process improvements within the finance function.
- Provide ad hoc financial analysis as required.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
A Successful Finance Analyst Should Have
- 1-2 years' finance experience within an Investment Management, Asset Management, or Financial Services firm.
- Progress towards an ACCA, CIMA, or ACA qualification (part-qualified preferred).
- A strong background in accounting, financial reporting, and analysis.
- Proficiency in Excel and financial reporting tools.
- An understanding of budgeting, forecasting, and variance analysis.
- Excellent attention to detail and problem-solving skills.
- Strong communication skills and the ability to collaborate with stakeholders across the business.
- A proactive and organised approach, with a genuine interest in the Investment Management industry.


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Job Offer
- Competitive salary of £45,000-£55,000, dependent on the level of experience.
- Permanent role with progression
If you're interested in this role, apply now.
People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter, we welcome applications from people of all backgrounds, identities, and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
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