Modelling Associate – Financial Modelling

EPIC Investment Partners

About Us

EPIC Investment Partners (“EPIC”) is a global financial services platform with 230 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. £300 million assets under management (“AuM”).
• Markets: fund management platform with £400 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.

• Intellectual Integrity: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view.
• Clients First: we place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short term needs and seek to deliver on commitments with a sense of urgency.
• Collegiate: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform.

We provide discreet and independent advice to help our clients achieve their goals, leveraging our buyside experience to bring a deep understanding of the motivations of investors.

Our Corporate Finance team advises corporates, management teams and shareholders on capital raising, mergers and acquisitions and other specialist transactions.

Our General Partner Services team helps general partners structure and establish funds and raise capital from institutions worldwide. We have expertise in the secondary sale and restructuring of fund assets.

Role

We are seeking a highly skilled Modelling Associate with strong expertise in Modano to support the development and maintenance of complex financial models for group reporting, forecasting, and strategic decision-making. The role will directly contribute to enhancing the quality, speed, and accuracy of our financial planning process.

Key Responsibilities

• Build, design, and maintain robust financial models in Modano aligned with group requirements.
• Support the finance team with scenario analysis, sensitivity testing, and forecasting.
• Translate business and operational data into meaningful insights via financial modelling.
• Ensure all models are accurate, well-structured, and comply with industry best practices.
• Collaborate with stakeholders across finance, strategy, and operations to integrate inputs into models.

Skills & Experience Required

• Mandatory: Hands-on professional expertise with Modano software.
• Strong background in financial modelling, FP&A, or transaction modelling .
• Proficiency in Excel and understanding of advanced modelling techniques.
• Experience in corporate finance, consulting, investment banking, or similar environments preferred.

Qualifications

• Degree in Finance, Accounting, Economics, or related field .
• Professional qualification (CA, CFA, ACA, or equivalent) desirable but not mandatory.

What We Offer

• Opportunity to work on large-scale group financial models impacting strategic decision-making.
• Exposure to international finance operations and senior stakeholders.
• Growth and learning opportunities in financial modelling and software-specific expertise.