Senior Process Specialist

EPIC Investment Partners

About Us

EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.

EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.

Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions :

• Capital : patient and flexible private capital encompassing early-stage investing, private equity and SPACs. £1300 million assets under management (“AuM”).
• Markets : fund management platform with £250 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.
• Administration : full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 billion assets under administration.
• Advisory : discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value.

We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.

This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.

We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision making are the guiding principles.

Our Values

Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations.

Role Profile : Senior Process Specialist

We are looking for an Senior Process Specialist to support our Reporting function, who will contribute to the success of the business by handling international accounts. The incumbent is expected to be a self- starter, who can work with minimal supervision,in a dynamic, fast- paced environment.

Reporting to Manager , the Senior Process Specialist will have responsibility for the following key areas.

Role description and responsibility overview

Reviewing month end journals and book-keeping activities..

Preparing management accounts

Suppliers – communicating to obtain information and interrogation.

Client – communicating with the clients to obtain information and approval

Payments – preparation and obtaining approval for payments.

VAT Returns – review and file returns

Corporation Tax – prepare for review

Audit – preparation of year end audit file and collation of audit information.

Overseeing the work prepared by Trainee or Process Associates

Training the junior members of the team

Supporting the Manager.

IT System Requirements

Xero, Sage, Quickbooks

Candidate profile

CA / ACCA qualified with 1 to 2 years PQE or MBA / Business graduate with 3 to 5 years of finance experience

Between 3 to 5 years relevant experience

Proficiency in English communication.

Communicates clearly and concisely

Focused on internal and external client needs

Calm and focused under pressure

Delivers on commitments with a sense of urgency

Works with the utmost integrity, does the right thing

Structured thinker, anticipates and solves problems

Builds positive working relationships with energy

Location / Hours