At a Glance
- Tasks: Analyse property investments and provide insights to support decision-making.
- Company: Join Bidwells, a leading UK property consultancy with over 185 years of history.
- Benefits: Enjoy competitive salary, generous holiday, wellness days, and professional development opportunities.
- Other info: Be part of an inclusive culture that values work-life balance and personal growth.
- Why this job: Broaden your expertise in finance while working on impactful property investment projects.
- Qualifications: Qualified accountant (ACA, ACCA or CIMA) with strong analytical skills and financial modelling experience.
The predicted salary is between 45000 - 55000 £ per year.
Are you a qualified accountant who wants to do more than report the numbers? Bidwells is looking for a Fund Analyst to join our Investment and Property Management team in Cambridge, providing a unique opportunity for a qualified accountant to apply their expertise within property investment and portfolio management. Working across significant long-term endowment portfolios, you'll go beyond traditional financial reporting, using modelling, investment appraisal and performance analysis to provide insight that directly supports commercial and investment decision-making.
For an ACA, ACCA or CIMA qualified accountant who loves getting underneath the numbers, this is an exciting opportunity to broaden your expertise and develop a career at the intersection of finance, property and investment.
Why Bidwells? Bidwells is a leading UK property consultancy with more than 185 years of history. With over 600 people across 11 offices, we advise on some of the country's most significant long-term property portfolios for institutional, charitable and endowment clients. We're also a certified B Corp.
You'll work on interesting, challenging projects, gain exposure to high-profile long-term endowment portfolios and develop your expertise in property investment while having real influence on the information and analysis used to support client decisions.
What you'll be doing:
- Preparing accounts, forecasts and high-quality quarterly reporting packs for client committees
- Analysing portfolio performance and monitoring performance against budget
- Building robust financial models to assess investment and commercial business cases
- Appraising development opportunities, capital expenditure projects, acquisitions and disposals
- Assessing returns using measures including IRR, NPV and cash-on-cash returns
- Running sensitivity, scenario and risk analysis to understand different outcomes
- Turning complex financial information into clear commercial insights for decision-makers
- Using data analysis and visualisation to bring portfolio performance to life
- Identifying opportunities to make reporting and analytical processes smarter and more effective
What we're looking for:
Our successful applicant will be a qualified accountant (ACA, ACCA or CIMA) with excellent Excel and financial modelling capability. You'll be comfortable building models from first principles, analysing performance against budgets and explaining what the numbers mean commercially.
You’ll also bring:
- Strong analytical and problem-solving skills
- Excellent attention to detail
- Commercial judgement and the confidence to assess a business case
- The ability to communicate financial information clearly to non-financial audiences
- A proactive, collaborative approach
- A genuine interest in property and investment
- A genuine appetite to learn and develop your investment expertise
- Previous financial modelling experience within property, investment or corporate finance would be particularly valuable, as would experience with Power BI, MRI or Argus.
- CFA study or another relevant investment or property qualification would also be advantageous, but isn't essential.
What's in it for you:
- Competitive Salary: We recognise and reward talent with generous salary and bonus scheme. As a Real Living Wage employer, we're committed to fair pay that reflects the true cost of living.
- Comprehensive Benefits: Including up to 8% matched pension, 28 days holiday (+ bank holidays) as a minimum, along with your birthday off work, a wellness day, paid sabbaticals, private medical cover, medicash plan, lifestyle discounts and perks, and more.
- Professional Development: Continuous learning, study support and promotion opportunities.
- Innovative Culture: Be part of a forward-thinking team at the forefront of industry trends.
- Family Friendly: We offer enhanced family leave policies to support individuals close to you.
- Work-Life Balance: We value your well-being and offer agile working to support it.
Bidwells is dedicated to fostering a truly inclusive culture of belonging, where everyone can thrive and succeed as their true and authentic selves at every level. We are committed to equal employment opportunity and positively encourage applications from all suitably qualified and eligible candidates regardless of race, sex, gender, gender identity or expression, disability, age, sexual orientation, transgender status, religion or belief. Flexible working requests are considered from day one.
Fund Analyst in Newtown employer: Bidwells LLP
At Bidwells, we pride ourselves on fostering a supportive and collaborative work environment that empowers our employees to thrive. As an Assistant Rent Accountant in Inverness, you will benefit from competitive salary packages, ongoing professional development opportunities, and a culture that values innovation and teamwork. Join us to be part of a dynamic team where your contributions are recognised and rewarded, all while enjoying the beautiful surroundings of Inverness.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Analyst in Newtown
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bidwells LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Fund Analyst in Newtown
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bidwells LLP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bidwells LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bidwells LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bidwells LLP.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bidwells LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bidwells LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
