Investments Business Partner, Abrdn
Anaplan - Profitability
Savings & investment company
Be an early applicant
Savings & investment company
501-1000 employees
Be an early applicant
501-1000 employees
Company mission
Helping clients to prepare for the future
Role
Who you are
- Qualified Accountant (ACA, ACCA, CIMA) (Desirable)
- Asset management or financial services background and knowledge of investment strategies and asset management principles (Desirable)
- Excellent analytical ability with a good attention to detail. Strong analytical and problem-solving abilities
- Ability to interpret complex financial data and provide actionable insights
- Expertise in financial modelling tools (Excel, PowerBI, Anaplan etc.)
- Data science, governance and visualisation skills
- Proven accounting skills, diligent and accurate
- Strong communication and presentation skills with the ability to present plans to support business decisions
- Be driven and assertive, prepared to get into the detail to understand the sophisticated cost drivers of the business
- Takes personal accountability for quality delivery
- Manage priorities, delivering at times to tight deadlines and coping with a varied portfolio of work will also be important
- Collaborate across Finance and the Business in order to develop a network of people from which the role holder can leverage support
What the job involves
- The role holder will work closely with colleagues across the Investments Business ensuring the commercial objectives of the business are met through the provision of informed management information
- Owning the profitability models for Investments business including the governance and oversight of inputs, assumptions (allocation basis) and outputs
- Collaborating and work closely with Profitability modelling implementation partners to enhance Anaplan modelling and reporting, assumptions, and further develop profitability KPIs
- Owning and maintaining the profitability methodology for Business and Regulatory modelling including cost classification and allocation methodology to Asset Class, Desk, Strategies and Fund to ensure they reflect commercial reality, operating model and strategic priorities
- Delivering quarterly profitability performance for Asset Classes, Investment Desks and Funds working with the business partners and managers to ensure profitability performance is transparent and understood and responding promptly to queries
- Overseeing the offshore WNS team responsibilities for the production of the profitability data hub each quarter. Ensure the WNS team process is performed robustly to ensure data accuracy, process control and timely delivery to support the quarterly models production
- Driving automation and process optimisation across data inputs, handling and reporting workflows using data visualisation tools to provide efficient Executive reporting and insights
- Working with the business and function areas to ensure the cost centre allocation basis to Asset Classes, Desks and strategies are refreshed and correlated to the costs associated with the allocation
- Providing swift and insightful responses to requests for ad hoc profitability analysis, financial modelling, scenario analysis to enable proactive business management
- Providing analysis and insight that links financial reports to business strategies. Providing timely and impactful of Profitability reporting and insights on business performance, including relevant performance KPIs
Application process
- End Date: October 14, 2025
Our take
Abrdn, formerly known as Standard Life Aberdeen, is a global investment company helping its clients to save and invest for their futures. It operates three businesses - Investments, Adviser and Personal - and has been operating since way back in 1825.
Nowadays, atop its investment and advice services, the company delivers two platforms for financial advisers. The first, Wrap, enables users to build and manage portfolios for each client. It also includes SIPP drawdown capabilities - which means advisers can choose the best platform charges when client assets are at their highest. The second, Elevate, encompasses a suite of tools for advisers to save time and make sure their clients are informed.
In 2023, Abrdn announced "adviserOS", which represents an upgrade to their platform offerings. There is limited information to go on, but the company claims this new venture will be simpler and data-led, as well as require less admin. It will be interesting to see if this new release keeps pace with tech developments across the investment space and allows abrdn to continue as an innovator.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company HQ
Edinburgh New Town, Edinburgh, UK
Leadership
Jason Windsor
(CEO)Previously CFO at Persimmon Homes, Group CFO at Aviva and was the Managing Director of Morgan Stanley.
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