Financial Analyst
About Schroders
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
Reporting line: The role reports to the Head of Finance, North Asia excluding Japan.
Key Responsibilities
Budgeting, Forecasting & Business Analysis
• Participate in the annual budget and forecasting processes, with a particular focus on Private Assets budgeting, planning assumptions and financial modelling.
• Track actual performance against budget and forecast, analyse key variances and provide timely insights to front-office and business stakeholders.
• Prepare business analysis for North Asia markets, including revenue, expense, profitability, product and segment-level performance.
• Develop a strong understanding of each market’s business model, products, client channels and commercial drivers to support meaningful financial analysis.
Expense Analysis & Cost Management
• Perform detailed expense analysis, including cost trend review, run-rate analysis, accrual assessment and budget utilisation tracking.
• Highlight cost risks, savings opportunities and unusual movements to the Finance leadership team and relevant business owners.
• Support expense governance by improving transparency over cost ownership, allocation methodology and management actions.
Group FP&A Engagement & Regional Support
• Act as a key coordination point with Group FP&A on budgeting, forecasting, performance reporting and ad hoc analytical requests.
• Support North Asia markets excluding Japan with business analysis, financial analysis and management reporting requirements.
• Work closely with local finance teams and business stakeholders to ensure consistent reporting, clear explanations and timely follow-up on financial matters.
Data Analytics, AI & Process Improvement
• Use data analytics tools to improve the quality, speed and depth of financial analysis and management reporting.
• Leverage AI tools to enhance analytical capability, automate routine analysis, identify insights and improve presentation of financial information.
• Build dashboards, templates and repeatable analysis frameworks to support better decision-making across the Finance function.
Projects & Stakeholder Management
• Partner with Finance, front-office, operations and Group stakeholders on cross-functional analysis, planning and reporting initiatives.
• Support finance transformation, automation and process improvement initiatives across North Asia.
• Prepare clear, concise and insight-led materials for senior stakeholders, including variance explanations, business updates and management presentations.
• Perform other ad hoc finance, reporting and analytical duties as assigned.
Financial Reporting & Control
• Support month-end reporting and selected entity closing activities, ensuring timely, accurate and well-controlled financial information.
• Prepare and review management reporting outputs, including variance analysis, commentary and supporting schedules.
• Ensure reporting is aligned with Group accounting policies, local requirements and internal control standards.
• Identify opportunities to streamline reporting processes and improve data quality, consistency and transparency.
Candidate Profile
• Degree in Accounting, Finance, Business, Data Analytics or related discipline.
• Professional accounting qualification, CFA or relevant finance qualification is preferred but not mandatory.
• 4-6 years’ experience in FP&A, business finance, financial analysis and management reporting preferably within financial services industry.
• Strong data analytics capability, with the ability to handle large data sets, build analytical models and translate data into clear business insights.
• Advanced Excel skills are essential; experience with Power BI, Power Query, SQL, Python or similar analytics tools is highly desirable.
• Practical experience using AI tools to improve productivity, automate analysis or enhance financial reporting is a strong advantage.
• Good commercial mindset, curiosity to understand business drivers and ability to communicate financial insights to non-finance stakeholders.
• Strong attention to detail, ownership, problem-solving skills and ability to manage competing priorities under tight timelines.
• Excellent written and verbal communication skills in English.
We recognise potential, whoever you are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
About UsSkills Required
- Degree in Accounting, Finance, Business, Data Analytics, or a related discipline
- 4-6 years of experience in FP&A, business finance, financial analysis, or management reporting
- Strong data analytics capability, including handling large datasets, building analytical models, and translating data into business insights
- Advanced Microsoft Excel skills
- Experience with Power BI, Power Query, SQL, Python, or similar analytics tools
- Practical experience using AI tools to improve productivity, automate analysis, or enhance financial reporting
- Professional accounting qualification, CFA, or relevant finance qualification
- Commercial mindset and ability to understand business drivers and communicate financial insights to non-finance stakeholders
- Strong attention to detail, ownership, problem-solving skills, and ability to manage competing priorities under tight timelines
- Excellent written and verbal communication skills in English
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
