Teams at Utmost International

Supports the acquisition and lifecycle management of private market investments within insurance-based wealth structures. Responsibilities include conducting investment due diligence, reviewing private equity documentation, assessing valuations and risks, maintaining documentation, coordinating asset onboarding and initial deposits with custodians, and applying corporate private market asset policies. The role requires finance studies, strong analytical and communication skills, English fluency, and Microsoft Office proficiency.

Supports FP&A activities including monthly management accounts, budgeting, business planning, financial modeling, variance analysis, expense monitoring, revenue analysis, and cross-functional reporting. Maintains financial data integrity, chart of accounts, Cognos TM1, and other FP&A systems while improving automation, reporting processes, and financial insights for management.

Provides UK tax, legal, and regulatory expertise for insurance-based wealth products. Advises sales teams on compliant and tax-efficient structuring, reviews marketing and product materials, monitors regulatory changes, supports product launches, develops legal documentation, manages external advisers, and contributes to staff training and business initiatives.