Official Specifications
Role Overview & Mandate
Executive Summary
About Us As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a...
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About Us
As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.
Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.
It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
Overview of role
- To provide reporting and analysis to assist Global Advisory senior management on decision making and planning;
- Provide regular reporting and analysis on our competitors and the global and regional market environments;
- Part of the GA divisional Finance team, focused on finance projects
Responsibilities
Competitor and market environment monitoring and reporting
- Monthly review of the global and regional market environment, including key trends and deals;
- Quarterly review and analysis of our competitor results, producing league tables and understand key drivers
- Ad hoc questions from Investor relations relating to the Global Advisory Division
Global management reporting
- Review Global GA cost base on a monthly basis, identifying and investigating variances from Budget and Forecast
- Provide direct finance oversight and support for one of our European offices with outsourced accountants
- Support global advisory business initiatives and ad hoc projects as required, such as results presentation, partnership offsite and annual planning
Other
- Assist in pricing queries and maintenance of the global pricing database
- Provide support and cover for the monthly reporting process of the outsourced European GA entities
- Provide support to the GA finance team as required
Key skills
- Excellent analytical skills, attention to detail and highly numerate;
- Confidence to communicate clearly (both written and verbal) with various stakeholders at all levels across the business;
- Ability to manage a varied workload; self-starter able to take the initiative;
- Advance excel proficiency; able to manage large volumes of data;
- Proficiency in presentation production (incl. PowerPoint)
Experience required
- 0-2 years’ experience working in a finance department, AAT or just starting studying for chartered accounting exams.
- Experience of working in a corporate environment, preferably in financial services or other professional services industries.
- Commercial acumen
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