Marlborough Fund Managers Limited was formed in 1986. The wider Marlborough Group consists of a number of businesses which provide products and services in the Financial Services sector. The Group continues to see strong positive organic growth and will look to continue to expand through further acquisitions where this is viable. The Marlborough Group has in excess of £10 billion of assets under management in a mixture of unit trusts, open ended investment companies (OEICs) and discretionary management portfolios.

Joining the Group Finance department, which is responsible for the production of consolidated accounts for the group as well as other monthly and quarterly consolidated reports.  The team is also responsible for managing the production of the subsidiaries’ statutory and management accounts.  Reporting to the Financial Controller, the successful candidate will sit in the Analysis team within the Group Finance department.  Main responsibilities will be as follows:

• Assisting with preparation of the monthly management accounts and Board reports
• Assisting with preparation and maintenance of budgets and forecasts for the Bolton headquartered subsidiaries
• Acting as Finance Business Partner to other teams within the organisation
• Analysis of results, including understanding of variances to prior period actual results and budgets, and other data such as fund performance against assets under management
• Working on ad hoc projects such as participating in due diligence on potential acquisitions
• Assisting with pricing quotes
• Supporting other Group functions (for example HR, Fund Pricing and Fund Accounting) as required
• Working with the wider Group Finance team to continue to improve controls and processes
• Producing parts of the subsidiary annual statutory reports, obtaining explanations and understanding of the figures
• Liaising with external auditors where required

The ideal candidate will be a graduate ACA or ACCA qualified accountant, preferably with audit or direct experience within the financial services industry.  They will be technically strong with good analytical skills and will have proactive problem solving skills, including an ability to build productive relationships with other departments.  Preferred candidates will have an interest in additional qualifications such as those relevant to the collective investment industry.

Training to be undertaken

The training to be undertaken would be agreed with the successful candidate but would include undertaking the Investment operations Certificate (CISI IOC) as well as attendance at other relevant training course and workshops.

Personal Qualities

• Friendly and approachable
• Good attention to detail
• Ability to function well as part of a team and work with the wider organisation
• Positive attitude
• Efficient
• Self-motivated
• Confident communication skills
• Ability to work flexibly and learn quickly
• Ability to make a positive contribution to both the team and the Company
• Ability to work under pressure when necessary but also an ability to think through problems and make thorough assessments of different courses of action.

Company Benefits:

• Competitive salary with annual salary reviews
• 8% non-contributory pension
• Annual discretionary bonus scheme
• AXA Private Healthcare Scheme
• Death in Service at 5 x annual salary
• 35 hour working week
• Training for IOC and other relevant qualifications
• Exam completion bonus £500 (IOC)
• Study leave
• Childcare voucher scheme
• Cycle 2 work scheme
• Eye test reimbursement
• Additional 1.5 days discretionary Christmas leave
• Christmas party and paid for social events during the year
• 13 weeks fully paid maternity leave
• 2 weeks fully paid paternity leave
• Perkbox membership - access to more than a hundred rewards, ranging from free food in major UK restaurants, to movie tickets, to phone insurance and more.