Summary

This finance business partner role supports planning, forecasting and performance reporting for Institutional Retirement, working with Core Capital, Private Markets Finance and Portfolio Management. It provides financial insight and challenge but does not involve investment decisions or portfolio management; flexible working options can be discussed.

Responsibilities

• Partner with teams on aligned business plans and forecasts
• Analyse portfolio performance, risks and opportunities
• Review shareholder fund projections and management information
• Produce traded portfolio projections and performance commentary
• Prepare monthly Core Capital liquidity projections
• Coordinate inputs for Institutional Retirement plans and forecasts
• Support performance reporting and finance transformation initiatives