Alterna Search
Finance & Operations Associate

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Finance & Operations Associate
Alterna Search has partnered with a dynamic and fast-growing investment fund to appoint a commercially minded Finance & Operations Associate.
With a distinctive mandate within the investment ecosystem, the firm has built impressive momentum since inception, successfully raising capital, expanding its portfolio, and establishing a strong market presence. As the business enters its next phase of growth, this newly created role offers a rare opportunity to join an ambitious investment platform at a pivotal stage in its journey.
This is a rare opportunity for an recently qualified accountant to step beyond audit and gain hands-on exposure to the inner workings of an investment fund, developing a unique blend of financial, commercial, and strategic experience that can accelerate a long-term career in the investment industry. Working with lean founding team, you will gain broad exposure across fund finance, portfolio analysis, investor reporting, fundraising, and strategic decision-making.
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.
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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.
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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.
Responsibilities
Fund Financial Management
- Lead fund financial management, reporting, and operational finance activities.
- Manage relationships with service providers, auditors, and stakeholders.
- Ensure accuracy and integrity of financial data and reporting.
Investor Relations & Fundraising
- Deliver investor reporting, presentations, and performance updates.
- Respond to investor queries and support stakeholder engagement.
- Assist fundraising activities, including due diligence and data room management.
Portfolio Analytics, Valuations & Investment Support
- Monitor portfolio performance, analysing financial and operational KPIs.
- Produce investment analysis, valuations, and management reporting to support decision-making.
- Track investment performance and provide insights to senior leadership.
- Support portfolio reviews, valuation processes, and investment monitoring.
- Contribute to strategic investment projects and initiatives.
Process Improvement & Business Growth
- Enhance financial processes, controls, and operational efficiency.
- Support the adoption of AI, systems, and reporting tools.
- Develop scalable processes and best practices to support growth.


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Requirements
We are seeking an outstanding recently qualified ACA or ACCA professional from a Big Four or leading mid-tier audit background. You will combine strong technical accounting skills with commercial awareness, intellectual curiosity, and a proactive mindset. Experience auditing funds, private equity, asset management, or investment vehicles is advantageous, but not essential.
Further Details
- Excellent package
- London office based, with hybrid working.
Alterna Search specialises in recruiting emerging and executive talent for private capital and alternative funds. We partner with clients across finance, operations and investment functions predominantly in London, with wider networks in New York, Dublin and other jurisdictions across EMEA.
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