Investec - Where Out of the Ordinary Happens
At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.
The Financial Planning, Analysis and Strategy function plays a central role in supporting Investec plc's strategic decision-making. The team develops financial forecasts, produces insight-led performance analysis and partners across the business to support executive-level decision-making and drive financial performance.
This role resides with the Central FP&A team and is responsible for producing group management reporting including reports to the Board, liaising closely with Investor Relations during market updates, providing ad-hoc analytical support for strategic decision making and partnering with Technology to evolve our core Finance technology capabilities.
What will I be doing?
This is an opportunity for a commercially minded FP&A professional to gain exposure to senior decision-making, group-level performance reporting, market-facing analysis and finance transformation in a banking environment.
Key responsibilities include:
Review financial performance, identify key drivers and work with Finance Business Partners to explain results and drive performance
Creation and distribution of regular ExCo Reports and Board papers
Coordinating regular financial forecasts of P&L and key Banking KPIs
Consolidating the annual 3-year P&L & Balance Sheet plans
Supporting Investor Relations' preparation for Earnings calls
Collating and reviewing the annual stress scenarios as prescribed by the Stress Testing and Capital Planning teams
Assistance in preparing the presentation of the final plans by senior management to the Board
Monitoring and analysing industry trends and market conditions to identify opportunities and risks
Driving system improvements to continue streamlining processes and ensuring new business and reporting requirements are accommodated
Elevating existing reporting standards as necessary
Supporting the ongoing Finance Transformation agenda and other ad-hoc projects as required
Core skills and knowledge:
Qualified accountant, or equivalent professional qualification, with relevant post-qualification experience in FP&A, management accounting or financial performance analysis
Excellent written and verbal communication skills
Strong stakeholder-management skills, with the confidence to build relationships, influence outcomes and work effectively with senior Finance and business stakeholders
Ability to effectively manage conflicting priorities
Pragmatic approach to problem solving
Strong attention to detail
Pro-active work-ethic and high levels of curiosity
Strong Excel and PowerPoint skills
Knowledge of Oracle Fusion or Essbase/Hyperion desirable
Previous experience in Financial Services/Large Corporate (Preferred)
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.
Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here
Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.
We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.
If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!
At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.
Be part of something Out of the Ordinary.
Recite Me
We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.
The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.
If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at
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