Cashflow Forecasting Analyst - Private Equity

Carnegie Consulting
London, United Kingdom
GBP65000 - GBP70000 per annum + bonus, pension, health, life assurance
13 May 2022
12 Jun 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Cashflow Forecasting Analyst - Private Markets

To £70,000 basic salary plus bonus and employee benefits

The Opportunity:
  • Newly created role working for an Award winning and market leading Global Private Market focused investment business
  • This role is totally unique and sits within the Performance / Risk function, albeit a standalone role focused on providing additional value to both existing and potential new clients via a wide range of investment / IR focused internal stakeholders
  • Within this high profile position you will be responsible for designing, building and maintaining the firm's long-term cashflow forecasting models (in Excel) by partnering with Technology, which will allow internal stakeholders, clients and prospects to understand the cashflow dynamics of their portfolios, fund of funds and strategies
  • The initial scope of the role is to understand and gather the requirements from the business and design and build the solutions that takes into account all of the functionality/ assumptions/ outputs required to provide a flexible long-term cashflow forecasting model
  • You will then establish yourself as a subject matter expert in the subject of long-term cashflow forecasting, thereby enabling my client to provide improved modelling across their wide array of Strategies (including Private Equity, Infrastructure, Private Debt, Real Estate)
  • Continue to maintain models periodically to ensure that all inputs/assumptions are up-to-date and schedule updates/ enhancements to the model and communicate this plan to stakeholders
  • Provide training and support to stakeholders on the mechanics/ results of the cashflow model

Your Experience:
  • You will possess a strong and accomplished record of education, culminating with a degree in an analytical subject (e.g. Mathematics, Economics, Finance)
  • Professional qualification is desirable (e.g. CFA, ACA, CAIA, CIPM, IMC)
  • Demonstrate a good understanding of the typical Private Equity investment process and the PE market, most likely from having worked directly with, or, within the PE industry
  • A good understanding of a wider range of relevant strategies would be helpful i.e. Infrastructure, Private Debt and Real Estate investments
  • Understand the cashflows incurred by a Private Market fund e.g. Calls / Distributions / Drawdowns, fund expenses, management fees etc.)
  • Communication skills - be able to clearly and concisely communicate cashflow forecasting-related concepts and results to key stakeholders (up to Partner level)
  • Be highly numerate with advanced Excel skills with the ability to confidently build, navigate and manipulate complex spreadsheets with the ability to organise and analyse large sets of complex data in order to produce simple and insightful solutions
  • Possess strong Project Management skills with the ability to formulate plans and deliver to schedule
  • Presentation skills - experience of creating client-ready outputs that are clear and visually appealing
  • Ability to work independently and comfortable taking the lead

My Client:
  • Market leading Private Market focused investment business with offices in a number of major financial centres
  • The beautifully appointed London office is located in the heart of the City and is close to a number of train and tube stations
  • A culture that genuinely promotes diversity, equality and inclusion, internal mobility, and, personal and professional development

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