Financial Analyst

Company Description

ABOUT IQ-EQ

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. 

We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities.

Job Description

Role Summary:

The Finance Analyst will provide day-to-day support in financial tracking, reporting, and analysis for strategic projects across the Group. This role is ideal for someone looking to build a career in finance within a dynamic, project-driven environment.

Key Responsibilities

• Assist in monthly cost tracking and variance analysis for strategic projects.
• Support the preparation of financial reports and dashboards for internal stakeholders.
• Help maintain accurate project cost allocations and ensure timely updates in financial systems.
• Coordinate with Project Managers to gather inputs for forecasts and benefit tracking.
• Assist in preparing documentation for project initiation, including cost estimates and benefit summaries.
• Support the Finance Manager in preparing commentary for Group reporting and budget submissions.
• Help manage documentation and records for audits and compliance.
• Collaborate with the Portfolio Governance Team on ad hoc reporting and planning tasks.
  
  

Qualifications

Qualifications & Skills:

• Bachelor’s degree in Finance, Accounting, or related field.
• 3–5 years of experience in finance or accounting (entry-level roles).
• Strong Excel and PowerPoint skills; familiarity with financial systems is a plus.
• Good understanding of basic financial principles and project accounting.
• Strong attention to detail and organizational skills.
• Ability to work collaboratively and communicate effectively with cross-functional teams.
• Willingness to learn and take initiative in a fast-paced environment.
  
  

Preferred Attributes

• Enthusiastic and proactive attitude.
• Comfortable working with data and producing clear, concise reports.
• Interest in project finance and transformation initiatives
  
  

Additional Information

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our client’s sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

---