Financial Model Manager

2 weeks ago


London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Valuations Manager Modelling Position

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive. Based in London, we offer a range of financial and professional services to our clients.

We are driven by our core values: Personal, delivering tailored advice; Performance, showcasing expertise to achieve exceptional results.

  • Create complex financial models for our clients
  • Review and refine complex financial models for our clients
  • Lead and train a team of junior professionals
  • Present model build and review courses to clients and colleagues
Key Experience Requirements:
  • Develop various Excel-based models, including integrated three-statement financial models
  • Use VBA to automate administrative tasks within models
  • Review Excel-based financial models
  • Hold a Qualified Accountant qualification (advantageous)
  • Analyse large datasets using Power BI and/or Power Query
  • Collaborate effectively as part of a team
Benefits:
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • A generous holiday package
  • Option to purchase additional holiday time
  • Shared parental leave

We value diversity and strive to create an inclusive workplace, representative of society and our clients. We have active employee resource groups and deliver initiatives promoting diversity, equity, and inclusion across the organisation.

The estimated annual salary for this position is £60,000-£80,000, depending on qualifications and experience.



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