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Financial Modeller - Investment Banking
Our client is a specialist investor and lender focused on supporting UK SMEs. Over the past three years, their ambitious team of 10 professionals has built a portfolio of over 100 million across 16 high-growth companies. With a clear target to scale this to 500 million by mid-2026, they are now looking to bring on a Financial Modeller at a junior level to support their continued growth.
This is a fantastic opportunity for a graduate or early-career finance professional to develop hands-on modelling and investment analysis experience in a dynamic, high-growth environment.
As a Financial Modeller, you will support the investment team by building and maintaining financial models, conducting analysis, and helping assess new business opportunities. You'll gain exposure to real transactions, portfolio performance tracking, and long-term forecasting in a hands-on, commercial role.
Firstly, what's in it for you?
- 35,000-45,000 salary + bonus scheme
- Hybrid working (2-3 days in-office) & standard pension
- Mentorship from highly experienced professionals with investment banking backgrounds
- Exposure to live investment deals across a broad range of UK sectors
- Opportunities to work with leading financial institutions
- Full financial support for professional certifications such as the CFA
- A chance to build ownership stakes in asset-backed, high-growth businesses
Financial Modeller - Investment Banking
Responsibilities
- Assist in designing and updating Excel-based financial models
- Support scenario and sensitivity analysis for valuations and business cases
- Analyse financial statements and performance data to extract insights
- Collaborate with internal stakeholders in finance and operations
- Contribute to due diligence, deal evaluation, and forecasting processes
Financial Modeller - Investment Banking
Requirements
- Strong Excel skills, with a good grasp of formulas and model structures
- Solid understanding of basic accounting and financial statements
- Degree in Finance, Accounting, Economics, Mathematics, or similar
- Up to 1-3 years of experience in a financial modelling, accounting, or analyst role
- Analytical mindset with strong attention to detail
Desirable:
- Experience with modelling in transaction services, FP&A, or investment analysis
Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.
