Associate
🔒 Confidential Employer
Posted 14 August 2025
LOCATION
London
TYPE
Full-time
LEVEL
Entry-level
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Financial Modeling
Client Communication
Financial Reporting
Client Onboarding
Analytical Skills
Organizational Skills
Presenting Skills
FULL DESCRIPTION
Summary
The Associate role involves reviewing financial models, qualitative reporting on prospective clients, creating investor materials, attending client meetings, writing meeting notes, providing client advice, and leading client onboarding. Candidates need a 2.1 University Degree, 1 year of financial services experience, and strong communication, analytical, and organizational skills.
Key Responsibilities/Duties:
- Reviewing detailed financial models
- Initial qualitative reporting on prospective clients, determining viability of the business case
- Creating and reviewing client investor materials, I.e Pitch decks and client teasers
- Attending client meetings and new business meetings
- Writing detailed briefing and meeting notes
- Providing advice to clients in guidance from senior team members
- Leading on the client on-boarding processes
Core Requirements/Qualifications/Skills:
- Minimum 2.1 University Degree
- 1 year of proven work experience in financial services sector
- Strong communications and presenting skills
- Strong work ethic
- Proven analytical and organizational skills with the ability to lead specific management task functions
- Able to travel to participate in networking and client events
- Ability to work well under pressure
Responsibilities
- Reviewing detailed financial models
- Initial qualitative reporting on prospective clients, determining viability of the business case
- Creating and reviewing client investor materials, I.e Pitch decks and client teasers
- Attending client meetings and new business meetings
- Writing detailed briefing and meeting notes
- Providing advice to clients in guidance from senior team members
- Leading on the client on-boarding processes
Criteria
- Minimum 2.1 University Degree
- 1 year of proven work experience in financial services sector
- Strong communications and presenting skills
- Strong work ethic
- Proven analytical and organizational skills with the ability to lead specific management task functions
- Able to travel to participate in networking and client events
- Ability to work well under pressure
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