Senior Financial Analyst supporting Operations FP&A team at WEX. Contributing to financial planning, performance management, and operational reporting.
About the role
- Junior Investment Analyst role involving pre-investment support and data analysis in a London fintech company. Great opportunity for recent finance or accounting graduates to grow their careers.
Responsibilities
- Providing pre-investment support to the Investment Team - this will involve reviewing data provided by customers and ensuring that they are complete and meet our minimum requirements.
- Transferring relevant information from financial statements or bank statements into investment models and sense-checking model outcomes
- Supporting the due diligence of integrity & accuracy of data provided by customers - liaising with account executives and customers to ensure that the information is gathered and fit for purpose
- Documenting discussions and key actions coming out of the Credit Committee
- Developing knowledge of Uncapped’s investment approach to different business segments
- Participating in ad-hoc project work to improve our investment capabilities
- Assisting in the preparation of due diligence reports, performing KYC and KYB checks to verify businesses and assisting in tracking due diligence timelines and deliverables
Requirements
- Previous internship and work experience with a financial institution is a big plus
- Finance or accounting background
- Keen eye for details and the ability to follow processes diligently
- Numerate with good computer skills, with well-developed spreadsheet skills
- Can communicate effectively in English, both verbally and in writing
- Team player as well as able to work on your own initiative
- Ability to manage time, meet deadlines and prioritise
Benefits
- Unlimited holiday: we believe that well-rested and happy people make the best employees
- Competitive compensation plan
- Personal growth fund: Raise your game from great to spectacular
- The opportunity to make a big impact every day on the lives of European and US entrepreneurs.
- Workspaces in Warsaw, London, Atlanta and Toronto
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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