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Financial Analyst at Allstate | JobVerse
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Financial Analyst
Allstate
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LinkedIn
Financial Analyst
United Kingdom
Full Time
2 days ago
H1B Sponsor
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Key skills
Python
SQL
VBA
AI
BI
Power BI
Leadership
About this role
Role Overview
Produce recurring and ad‑hoc Private Asset portfolio reports with high accuracy and consistency
Build, optimise, and maintain Power BI dashboards to visualise performance, trends, and exceptions
Perform data validation, reconciliation, and enrichment to maintain audit‑ready datasets
Analyse portfolio performance, quantify key drivers, and prepare business‑ready insights
Integrate data across performance, cash flows, valuations, and pipeline sources to inform analysis
Develop clear written and visual summaries that communicate private markets financial narratives
Identify opportunities to automate manual workflows and improve reporting efficiency
Support stakeholders across Investments and Finance with data, insights, and analysis
Prepare materials for presentations, leadership updates, and decision‑making forums
Requirements
Minimum of 1 years’ experience in financial analysis or a similar analytical role
Hands‑on experience with Power BI, including creating data models and interactive dashboards
Practical SQL experience, including writing queries for data extraction, transformation, or validation
Prior exposure to Private Assets platforms or tools, such as eFront, Burgiss, iLevel, Black Mountain, or similar systems
Experience delivering analysis or reporting to finance, investment, or senior leadership stakeholders in a corporate or financial services environment
Experience automating reporting processes using Power Query, Python, VBA, or workflow automation tools
Experience developing portfolio narratives, investment insights, or performance commentary for business audiences
Practical experience using Microsoft Copilot or AI‑enabled productivity tools to support reporting, analysis, or documentation
Tech Stack
Python
SQL
VBA
Benefits
A generous, flexible benefits package including annual leave, healthcare and dental cover, pension, and lifestyle discounts
Access to world-class learning platforms and award-winning L&D
Clear career paths, internal mobility, and a strong focus on growth
A people-first culture with flexible working options
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