Senior Covenant Associate/Financial Analysis

Dimensions Specialist Recruitment
Leeds, UK
Competitive salary
26 Nov 2020
03 Dec 2020
We are working with a highly respected pension, actuarial and investment consulting organisation that is consistently growing and evolving due to new business and acquisition wins.

They now have an unusual but progressive career opportunity within their Covenant Advisory Team. This role preferred location is London or Leeds but this can be flexible and include home based. This area provides advice to both trustees of defined benefit pension schemes and the companies which sponsor them regarding all aspects of the employer covenant. The services provided by the team cover the entire spectrum of covenant assessments in terms of the required level of detail and complexity, including in-depth reviews with bespoke analysis and modelling, as well as high level desktop assessments.

As one of the Senior Covenant Associates, you will be able to further utilise your excellent analytic and communication skills, along with a drive to learn about and understand the financial health of businesses. Responsibilities will develop as you grow within the role and will include bit not be limited to:
  • Analysing company accounts and financial statements, identifying key trends, strengths and weaknesses
  • Prepare the required summary tables and charts, and draft the report incorporating these along with the relevant explanations and commentary.
  • Liaise with clients and other advisers regarding our data and information requests, as well as follow up queries seeking further clarifications. You will also help with general research, compliance related
  • Gather information from relevant sources (including requesting information from companies and obtaining publicly available information) as part of employer covenant projects.
  • Using various data sources to obtain relevant information, such as DataStream, Companies House, or equivalent.
  • Researching various industries, sectors or companies, as required for client works and/or business development.
  • Assisting with a range of marketing related activities regarding the Covenant Advisory Team and the business more generally,

Educated within a relevant accountancy qualification or equivalent (or working towards this), no formal prior knowledge or experience relating to the employer covenant area is required, although any experience of working in a client focused environment or in a numerate discipline would be useful, as would prior experience of financial analysis or in accounting

However, it is essential that you possess strong numerical and analytical skills, are someone who is diligent, with exceptional attention to detail and a strong desire to learn and work within a dynamic team

Offering an excellent remuneration and benefits package that includes being fully support towards a professional qualification such as becoming a Chartered Financial Analyst (CFA), further information is available on application.

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