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Finance/Pension Analyst - CFA study.

Finance/Pension Analyst - CFA study

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Finance/Pension Analyst - CFA study.

Date: 11 May 2020
Type: Permanent
Location: London
Salary: £ per annum
Email: brian@taylorjamesresourcing.com
Ref: BT5465

Finance/Pension Analyst - CFA study to £30,000

For a candidate with excellent financial analysis skills, potentially an accountant or part qualified accountant looking to move away from practice, this could be an ideal opportunity to join this multi-award winning financial services organisation. Support towards CFA study would be encouraged for the successful candidate.

The main function of this role will be to analyse company accounts and financial statements, identify key trends, strengths and weaknesses. This will require you to using technical skills to collect and collate the relevant data and analyse them in a time efficient manner and prepare the required summary tables and charts, and draft the report incorporating these along with the relevant explanations and commentary.


Gather information from relevant sources (including requesting information from companies and obtaining publicly available information) as part of projects.

Use various data sources to obtain relevant information.

Analyse financial statements of companies and other information received to assess the current financial position of employer(s), both on a qualitative and quantitative basis.

Prepare draft reports and / or presentations of varying degrees of detail, setting out the results of the analysis.

Research various industries, sectors or companies, as required for client works and/or business development.

Assist with the preparation of briefing notes and other literature regarding the latest legislative developments and case studies relating to this sector.

Assist with the preparation of internal training courses. While the candidate will not be expected to deliver these courses initially, there will be opportunities for the job holder to take on these responsibilities over time, depending on their skill set.

Assist with the preparation of presentations regarding various topics relating to the employer covenant, to be presented externally for marketing purposes. Again, there will be opportunities for the job holder to take on responsibility for delivering these presentations in future.

Assisting with tenders to win new business.

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