IWM Finance UK # 107749

We Offer
  • Monitor and analyse key performance drivers for the UK platform and IWM Europe's Market Area UK.
  • Provide financial performance assessment, reporting, analysis and insightful commentary to local (senior) stakeholders.
  • Track development of direct costs including managing expense accruals with Financial Accounting and including ExA cost management.
  • Investigate and explain differences between Legal Entity IFRS results versus internal performance assessment results.
  • Update of quarterly local allocation and IT keys which distribute costs across the various UK desks.
  • Managing the cross legal entity payment process for several revenue sharing agreements.
  • Local AuM officer role which includes periodic reviews and support on asset classification in order to assure a fully compliant external disclosure.
  • Support of other team members and ad hoc queries as and when necessary.


Open to discussing flexible/agile working.

You Offer
  • He / She will have a Finance background including relevant university degree with accounting professional qualification desirable.
  • You will have experience / background in management information / reporting for private banking.
  • Good knowledge of Microsoft Office.
  • Previous experience in a cost analysis and reporting role.
  • Knowledge of banking industry and financial products.