06.08.25

Recently Qualified ACA: Corporate Finance & Investment Analytics

One potential route after qualifying from audit is a move into corporate finance or investment analytics. The most common entry point is through internal advisory teams within your current firm, though some professionals transition directly into industry roles or boutique advisory firms. These positions can be highly competitive, so a strong foundation in financial analysis and modelling is essential.

Roles in this area vary depending on the business model, but commonly pursued positions by newly qualified professionals include:

Investment Analyst
Supports strategic investment decisions by conducting financial analysis, valuations, and due diligence across a portfolio of opportunities.

  • Investment Due Diligence
    Collect and analyse data across legal, financial, and operational dimensions to assess risk and value.
  • Financial Modelling & Analysis
    Build and maintain detailed models (e.g., DCF, IRR, scenario and sensitivity analysis) to support decision-making.
  • Market Research & Data Gathering
    Conduct sector-specific research and gather data on economic trends, competitors, and comparable transactions.
  • Reporting & Presentations
    Prepare investment memos, reports, and presentation materials for internal committees or external stakeholders.

Portfolio Management Analyst
Monitors the performance of assets or investments, aiming to optimise returns and manage risk through data-driven analysis.

  • Portfolio Performance Analysis
    Track and interpret key performance indicators such as revenue, cost drivers, project returns, and value creation metrics.
  • Strategy Implementation & Oversight
    Assist in executing strategic initiatives such as performance improvement, asset reallocation, or restructuring efforts.
  • Data Management & Process Improvement
    Maintain performance tracking systems and improve processes through automation and analysis.
  • Reporting & Stakeholder Communication
    Produce internal dashboards and external reports to update stakeholders on performance and strategic progress.

Corporate Finance Analyst
Works supporting capital allocation, financial planning, and strategic decision-making.

  • Capital Allocation
    Assess funding opportunities (e.g., debt, equity, M&A) using robust financial analysis and modelling.
  • Stakeholder Support & Strategic Projects
    Provide financial insight for strategic projects, partnerships, or internal business cases.
  • Cash Flow & Liquidity Management
    Track cash flows and assist with treasury and funding strategies, ensuring liquidity and financial health.
  • Financial Planning
    Support long-term financial planning, including budgets, forecasts, and scenario modelling.