Overview
About Schroders Group
Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.
Schroders Capital
Schroders Capital is the private markets business of Schroders with $111bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity.
Job Description
The Firm and Focus
The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives. Supported by the resources, experience, and institutional framework of one of the world’s leading asset managers, Schroders Capital is dedicated to helping investors achieve their goals and is at the forefront of product innovation to meet the evolving needs of investors. We see our role as being a driver of positive change drawing on deep skills to select, acquire, and improve the assets we own.
Who We’re Looking For
The Financial Analyst within the Operations Solutions & Analytics team at Schroders Capital plays a vital role in supporting the financial planning and analysis needs of our private equity funds and mandates. Responsibilities involve ensuring cash flow projections and performance forecasting are accurate and efficient. You will support planning efforts for commitments and exposure modeling. You will also develop detailed revenue forecasts and pricing scenarios for new products. The role also involves participating in the client reporting process and maintaining compliance with regulatory reporting standards. The successful candidate will work collaboratively with cross-functional teams, including operations implementation, operational excellence, and client reporting, to support and enhance product initiatives, drive innovation, and improve operational efficiency through data-driven insights and modern analytical approaches. With a strong emphasis on data accuracy, analytical precision, and continuous improvement, this role is essential for developing scalable, forward-looking solutions that support the complex financial needs typical of private equity operations.
* Assist in the preparation of Requests for Proposals (RFPs) and Requests for Information (RFIs), providing financial insights and data to support proposals
* Respond to ad-hoc requests concerning historical and future product performance, financial data, revenues, fundraising activities, and AuM, with a focus on streamlining recurring analyses and improving turnaround times
* Participate in internal and external client reporting efforts by ensuring the accurate and timely dissemination of financial data and analyses
* Ensure compliance with regulatory reporting requirements, preparing necessary documentation and submissions
* Build and maintain predictive waterfall models for private equity funds to forecast cash flow and performance
* Conduct commitment planning and exposure modeling to optimize fund allocations for clients
* Prepare detailed revenue forecasts and scenario analysis for new products, including management fees and carried interest
* Support the pricing of products by conducting thorough financial analyses and scenario modeling
* Collaborate across teams, finding opportunities for workflow optimization, automation, and the thoughtful application of AI-enabled tools
The Knowledge, Experience And Qualifications You Need
* Bachelor’s degree in Business Administration, Finance, Operations Management, or a related field; or equivalent experience
* Strong understanding of private equity operations, including fund structures and performance measurements
* Proficiency in Microsoft Excel is required; experience with User-Defined Tools (UDT) systems and Power BI is highly preferred, and familiarity with eFront is advantageous
* Strong analytical skills with the ability to translate complex data into actionable insights
* Excellent communication skills, both written and verbal, with the ability to present complex information clearly and convincingly
* Strong organizational skills, with the ability to manage multiple projects and deadlines effectively
* Attention to detail balanced with a continuous-improvement approach
* Ability to work collaboratively within a team environment, focusing on enhancing product initiatives and operational strategies
* Excellent command of the English language, both written and spoken
We Recognise Potential, Whoever You Are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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.
About Us
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
#J-18808-Ljbffr