Investment Accounting Manager

Overview

In this role, you will lead Investment Accounting within the Wealth & Insurance Finance team, overseeing data and climate reporting for a large investment portfolio. You will drive process improvements, automation, and use modern analytics to deliver accurate statutory and regulatory reporting under IFRS, Solvency II/UK, and TCFD. You’ll manage a team, collaborate with internal and external stakeholders, and shape data-driven reporting to support business decisions and governance. This is a chance to influence reporting quality and operational efficiency in a large financial services group.

Pay / Benefits

• flexible working options
• hybrid working
• job share
• location flexibility (Bristol/Leeds)
• professional development
• supportive culture

Responsibilities

• Managing multiple direct reports and supporting their career development
• Deeply understanding internal and external data requirements and embedding them in processes
• Leading process advancements, automation efforts, and digital initiatives (Power Platform)
• Delivering change initiatives alongside core reporting responsibilities
• Producing accurate statutory and regulatory reports for the investment portfolio
• Leading climate reporting production on an annual basis
• Analyzing large datasets, identifying issues, and coordinating with stakeholders to resolve them
• Building strong relationships with internal teams, external service providers, and finance colleagues
• Driving automation and simplification of reporting procedures to boost outputs
• Providing insightful analysis on financial performance and key drivers
• Supporting system and process upgrades and change initiatives

Key requirements

• Qualified finance professional or relevant experience in financial reporting
• Experience in investment reporting and understanding of W&I data attributes
• Willingness to learn or experience with the PCAF framework for GHG emissions
• Strong communication and interpersonal skills
• Excellent organizational skills with attention to detail and ability to manage priorities
• Ability to transform financial data into clear insights
• Proactive, collaborative, and able to take ownership of work
• Interest in refining processes and automation
• Experience or willingness to build skills with Excel and Power Platform tools (Power BI, Power Query, Power Automate)

• strong communication
• interpersonal skills
• attention to detail
• Excel
• Power BI
• Power Query

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