Accountant – Newly Qualified (Asset Management)

Equifind – United Kingdom

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Introductory Summary

Equifind is partnering with a leading asset management firm to recruit a newly qualified Accountant to join their finance team. This is an exciting full-time opportunity for a recently qualified ACA, ACCA, or CIMA accountant who is looking to apply their technical expertise within the dynamic asset management sector. Offering a competitive salary of £60,000 – £65,000, this role provides exposure to financial reporting, fund accounting, and business partnering in a fast-paced environment with excellent career growth potential.

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About the Company

Equifind is a specialist financial recruitment consultancy that works with some of the most respected names in the finance and investment sector. With a reputation for connecting talented professionals to opportunities that align with their career aspirations, Equifind supports candidates across banking, asset management, and corporate finance.

This opportunity is with a prestigious asset management firm headquartered in the United Kingdom, recognised for its strong track record of delivering long-term investment value to its clients. The company manages a diverse portfolio of funds and assets, with a focus on responsible investment practices and sustainable growth.

Their mission is to provide innovative investment solutions while maintaining a culture built on integrity, collaboration, and excellence. Employees are encouraged to bring fresh perspectives and are supported with ongoing training, mentorship, and career development programmes.

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The Role & Responsibilities

The Accountant (Newly Qualified) will join the finance team to support the delivery of accurate and timely reporting, compliance, and business insights. This role offers significant exposure to senior stakeholders, investment professionals, and auditors. It is an excellent opportunity for someone eager to grow within the asset management industry.

Core Responsibilities

Financial Reporting

Prepare monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with IFRS and regulatory standards. Provide clear commentary on variances and trends to senior management.

Fund Accounting

Assist with fund-level accounting, including valuation, performance monitoring, and reconciliations. Work closely with fund managers to ensure financial data aligns with investment strategies and reporting requirements.

Budgeting and Forecasting

Support the annual budget process and produce rolling forecasts. Provide detailed variance analysis to highlight areas for efficiency and improvement.

Regulatory Compliance

Ensure adherence to FCA and other regulatory requirements applicable to asset management. Support the preparation of statutory filings and coordinate with external auditors.

Business Partnering

Collaborate with investment and operational teams to provide financial insights that support decision-making. Translate financial data into meaningful analysis for non-finance colleagues.

Process Improvement

Contribute to ongoing improvements in financial systems, reporting processes, and internal controls. Recommend automation and best practices where possible.

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Qualifications & Experience

This role is ideal for a newly qualified accountant with ambition to develop within the financial services industry.

• Professional Qualification
  ACA, ACCA, or CIMA qualified within the last 1–2 years. Big Four or Top 10 audit firm background with asset management or financial services clients is highly desirable.

• Technical Skills
  Strong technical knowledge of IFRS and UK GAAP. Previous exposure to fund accounting, consolidations, or financial instruments will be an advantage.

• Analytical Ability
  Excellent attention to detail with the ability to analyse complex financial data and provide actionable insights.

• Technology Proficiency
  Confident in Excel, with experience in financial modelling. Familiarity with accounting systems such as Oracle, SAP, or Sun will be beneficial.

• Soft Skills
  Strong interpersonal and communication skills, with the confidence to liaise with stakeholders at all levels. A commercial mindset with curiosity about how financial information drives investment decisions.

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Duties and Benefits

Key Duties

• Preparation of management and statutory accounts.

• Support fund accounting, valuations, and reconciliations.

• Provide budgetary analysis and variance commentary.

• Ensure compliance with regulatory and audit requirements.

• Collaborate with operational teams to support financial decision-making.

• Contribute to process efficiency projects and systems improvements.

Benefits

• Salary: £60,000 – £65,000 depending on experience.

• Training & Development: Structured career progression with opportunities to specialise in asset management accounting.

• Exposure: Work closely with investment managers, auditors, and senior finance professionals.

• Professional Growth: Mentorship from experienced finance leaders within the firm.

• Work-Life Balance: Flexible working arrangements, combining office-based collaboration with hybrid options.

• Employee Benefits Package: Competitive pension, performance bonus, health insurance, and additional wellbeing perks.

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What We’re Looking For

The ideal candidate will be ambitious, adaptable, and eager to build a long-term career in asset management.

• Ambition and Drive – You are motivated to learn, grow, and contribute to a high-performing finance team.

• Commercial Awareness – You understand the asset management industry and are keen to apply your financial skills to investment-focused challenges.

• Collaborative Personality – You thrive in a team environment, building strong relationships with colleagues across different departments.

• Resilience and Adaptability – Comfortable working under pressure and adapting to the fast-moving nature of investment management.

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Why Join Us?

This is more than just an accounting role—it’s an entry point into the asset management industry, offering exposure to some of the most exciting areas of financial services. As part of the finance team, you will gain valuable experience working on fund accounting, regulatory reporting, and strategic financial analysis, while receiving the support and mentorship needed to accelerate your career.

The company offers a culture that rewards curiosity, innovation, and professionalism. Employees are empowered to take ownership of their work while being supported with continuous professional development. By joining, you will have the opportunity to build a career in an industry that combines financial expertise with global economic impact.

With a strong reputation, a collaborative environment, and competitive rewards, this is an exceptional opportunity for a newly qualified accountant ready to take the next step.

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Final Thoughts

If you are a newly qualified ACA, ACCA, or CIMA accountant seeking to establish yourself within asset management, this role offers the perfect combination of challenge, learning, and career progression. With Equifind’s support and the firm’s commitment to developing its people, you will be well-positioned to grow into a successful career in the investment management sector.

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Would you like me to expand the “About the Company” section with more details on the asset management industry trends (ESG, sustainable finance, digital transformation) to bring this closer to 1,000 words and make it even more future-focused?