Who we’re looking for
We are seeking a highly motivated FP&A analyst to join our finance team. This role will support the Wealth Management FP&A Team, providing essential insights and analyses that drives decision-making and strategic financial planning. The ideal candidate will have proven experience in management accounting, strong analytical skills, and a proactive approach to both financial reporting and business partnership.
About Us
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.
The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
What you'll do
This is an important role providing an excellent opportunity for a motivated individual to gain an understanding of the Wealth Management business through exposure to reporting, analysis and senior management. The financial analyst will play a critical role in the success of the Wealth Management FP&A team by collaborating closely with various stakeholders to produce accurate, timely and useful cost insight, taking ownership of analysis end to end, proactively identifying issues, and confidently explaining financial drivers and outcomes, while ensuring compliance with financial policies, process, and regulations.
Responsibilities include:
Reporting:
- Prepare insightful variance analysis for performance reporting, focusing on explaining the underlying drivers and root causes, not just the outcomes.
- Work with the business to develop and update cost allocation drivers and provide analysis on any material changes to budget assumptions.
- Produce standardised reporting on a monthly and quarterly cadence to support finance business partners and senior stakeholders.
Budgeting & Forecasting:
- Support the business stakeholders and finance business partners in the development and system updating of annual budgets and quarterly cost re-forecasts.
Performance Analysis:
- Track actuals vs targets for our key reporting metrics, including identifying trends, risks, and opportunities and use data to explain the ‘why’ behind performance movements through structured root cause analysis.
- Understanding and analysis of Steel management allocations into Wealth, liaising with Group FP&A and business stakeholders to challenge drivers and recharges.
Process Improvement:
- Deliver accurate and timely finance process (budget and forecast system updating and reconciliations, allocation updates and reconciliation, and ensure finance systems remain aligned to business structures and changes) while also identifying opportunities supporting simplification and continuous improvement.
Ad hoc Analysis:
- Provide support for ad hoc financial analysis and projects as required across the Wealth Management FP&A Team
The knowledge, experience and qualifications you need
- Qualified with a professional accounting qualification (e.g., ACA, ACCA, CIMA or equivalent)
- Strong analytical skills with a proven ability to interpret complex financial information.
- Excellent communication skills, both written and verbal, with the ability to articulate financial concepts to non-financial stakeholders.
- Proficiency in financial software and advanced Excel skills, with experience in Hyperion Financial Management and Hyperion Planning being desirable.
- Strong organisational skills and the ability to manage multiple priorities in a fast-paced environment.
- Proactive and detail-oriented, with a strong commitment to producing high-quality work.
- Strong problem-solving skills, focused on delivering practical solutions.
- Trustworthy and capable of maintaining confidentiality with sensitive financial information.
- Proactive team player with excellent interpersonal skills and able to establish and maintain effective, cooperative working relationships.
- Highly energetic, curious, and self-motivated, demonstrating an ability to self-solve and seek to be a good example in terms of the ‘what’ and the ‘how.’
The knowledge, experience and qualifications that’ll help
- Experience in the financial services industry is preferable, and experience in Wealth Management would be advantageous but not essential.
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 Us
Skills Required
- Professional accounting qualification such as ACA, ACCA, CIMA, or equivalent
- Strong analytical skills and ability to interpret complex financial information
- Excellent written and verbal communication skills, including explaining financial concepts to non-financial stakeholders
- Proficiency in financial software and advanced Excel skills
- Experience with Hyperion Financial Management and Hyperion Planning
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
- Proactive, detail-oriented approach and commitment to high-quality work
- Strong problem-solving skills focused on practical solutions
- Ability to maintain confidentiality with sensitive financial information
- Strong interpersonal, teamwork, and relationship-building skills
- Self-motivated, curious, energetic, and proactive approach
- Financial services industry experience
- Wealth Management experience
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
