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- Tasks: Manage budgets, track investments, and liaise with stakeholders daily.
- Company: Davies Consulting is a dynamic firm focused on innovative investment solutions.
- Benefits: Enjoy 25 days holiday, private medical insurance, and flexible working options.
- Why this job: Join a fast-paced team, build relationships, and make a real impact on investments.
- Qualifications: Strong numerical and communication skills; self-starter with problem-solving abilities required.
- Other info: Remote work available; great opportunities for personal and professional growth.
The predicted salary is between 28800 - 43200 £ per year.
Would you like to work across a range of stakeholders and enjoy building relationships? Would you like to have a detailed understanding of measuring spend against budget? Would you like to have a detailed understanding of how to consider, prioritise and track IT product investments? Do you have a passion for quality and ensuring a high level of detail in everything you do? Do you enjoy working in a fast-paced environment continually looking to evolve? If so, this could be the role for you!
As an Associate Investment Officer you will assist the Investment Team with:
- The preparation and day to day management of the overhead budget
- Manage procurement and invoice approval relating to this budget
- Assist with the tracking, spending and returns against UK/I investments following input from the Investment Manager.
- Assist with the management of the investment requests
- Assist with the management of RAID logs
You will also assist with tracking our operational budgets, recording expenditure and changes and ensuring they are realigned to our budgeting. You will participate in regular review calls with the necessary stakeholders, including our internal Finance department, to provide evidence and assurance that our budgets are maintained and on target. The Associate Investment Officer will be able to assist with how to monitor, track and evidence our expenditure in the most efficient and understandable way.
- Take over the prep and day to day management of the non-people budget
- Manage procurement and invoice approval (first approver)
- Receive a summary of people cost per investment from AD/GC (not actual people costs)
- Receive a summary of benefits
- Use above to track spend and returns against investments
Key Responsibilities
- Assist in the preparation and management of the day to day spend on overhead related budget, including liaising with key stakeholders on anticipated spend
- Assist in the management of the procurement and invoice approval relating to both the people and non-people related budget
- Assist with the tracking of spend and return against investments on headcount budget
- Participate in regular meetings with the Heads of Products to assess expenditure and returns against target per investment
- Work closely with the Investment Manager to review and evidence expenditure
- Advise key stakeholders on when savings need to be made or where they could be made
- Assist in maintaining RAID logs
- Assist the investment team with administrative support
- Build strong working relationships with stakeholders, including our Finance department
- Participate fully in our end of year budgeting process
- Participate in regular review meetings with Finance, Director of Products and Delivery and Head of Delivery to monitor budgets
Skills, Knowledge and Expertise
- You will be a self-starter with a strong work ethic that can work with limited supervision.
- You will need to be a skilled problem solver; a key requirement for this role is being able to deconstruct problems into constituent parts to come to the best solution.
- Excellent numerical skills are essential
- Excellent communication skills both written and verbal are also a requirement.
- Being focused and accurate, you will need to have a data driven approach
- You will have an open and expansive approach, willing and able to interact internally and externally and at all levels within the company.
- You will show a highly committed attitude.
Benefits
- Davies Incentive Plan
- 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days)
- Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining.
- Simply Health Care Cash Plan
- WeCare - 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing
- Death in Service
- Critical Illness Cover
- PHI/Income Protection (Private health insurance)
- Pension Contribution based 5% Employee / 3% Employer
- Employee Resource Groups
- Employee Volunteering Programme
- Cycle to Work Scheme
- Tech Scheme
- Season Ticket Loan
- Gym Flex
- Access to Online Discount Sites
- Discounted Gourmet Society Membership
- Discounted Tickets for Merlin Attractions nationwide
- Discounts at local retail outlets after successfully completing probation
Contact Detail:
Davies Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate - Davies Consulting
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Associate Investment Officer role. Understanding the nuances of budget management and procurement processes will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment and finance sectors. Building relationships with individuals who work in similar roles can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your problem-solving skills in detail. Since the role requires deconstructing complex issues, think of specific examples from your past experiences where you've successfully tackled challenges related to budgeting or financial tracking.
✨Tip Number 4
Stay updated on industry trends and best practices in investment management. Demonstrating your knowledge of current market conditions and how they impact budgeting decisions can set you apart from other candidates.
We think you need these skills to ace Investment Associate - Davies Consulting
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Associate Investment Officer role. Focus on your numerical skills, problem-solving abilities, and any experience managing budgets or working with stakeholders.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how your background makes you a great fit. Mention specific examples of how you've successfully managed budgets or tracked investments in previous roles to demonstrate your capability.
Highlight Communication Skills: Since excellent communication is key for this position, ensure you provide examples in your application that showcase your written and verbal communication skills. This could include experiences where you liaised with stakeholders or presented financial information.
Showcase Your Attention to Detail: Given the emphasis on quality and detail in the job description, include examples in your application that illustrate your meticulous approach to work. This could be through past projects where accuracy was crucial or instances where you improved processes.
How to prepare for a job interview at Davies Consulting
✨Understand the Role
Make sure you have a clear understanding of the Associate Investment Officer role. Familiarise yourself with the key responsibilities, such as budget management and stakeholder communication, so you can discuss how your skills align with these tasks.
✨Showcase Your Numerical Skills
Since excellent numerical skills are essential for this position, be prepared to demonstrate your proficiency with numbers. You might be asked to solve a problem or analyse data during the interview, so practice relevant scenarios beforehand.
✨Prepare for Stakeholder Interaction
This role involves building strong relationships with various stakeholders. Think of examples from your past experiences where you've successfully collaborated with others, and be ready to share these stories to highlight your interpersonal skills.
✨Demonstrate Problem-Solving Abilities
As a skilled problem solver, you should be able to break down complex issues into manageable parts. Prepare to discuss specific challenges you've faced in previous roles and how you approached finding solutions, as this will showcase your analytical thinking.
