At a Glance
- Tasks: Ensure accurate performance reporting and portfolio valuations across various asset classes.
- Company: Join a leading financial services firm in Newcastle upon Tyne.
- Benefits: Enjoy a competitive salary and equal opportunities for all applicants.
- Other info: Dynamic team environment with opportunities for continuous improvement.
- Why this job: Play a key role in financial accuracy and contribute to impactful projects.
- Qualifications: 2:1 degree from a Russell Group university and relevant experience required.
The predicted salary is between 35000 - 45000 £ per year.
Core-Asset Consulting is partnering with a leading financial services firm to recruit a Fund Control Analyst for their growing Newcastle upon Tyne team. This is an exciting opportunity where you will play a key role in ensuring accurate performance reporting, portfolio valuations, and Net Asset Value (NAV) oversight across multiple asset classes.
Qualifications
- A minimum 2:1 degree from a Russell Group university or equivalent
- 1–3 years’ experience in Product Control, Valuations, or Audit within investment banking, buy-side, or professional services
- Knowledge of financial products such as Bonds, Equities, and simple derivatives is advantageous
- Strong attention to detail and excellent written and verbal communication skills
- Proficiency in Microsoft Excel
- Familiarity with SQL, Python, or Tableau is desirable
Core Responsibilities
- Deliver accurate P&L reporting, breaking down performance by asset class, strategy, and risk measures
- Conduct valuations testing to ensure portfolio accuracy using independent pricing sources
- Provide NAV reporting for internal stakeholders and regulators, including management and performance fee review
- Support additional team projects and contribute to continuous improvement initiatives
Benefits
- A highly competitive salary.
Equal Opportunities
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Control Analyst
✨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 Core-Asset-Consulting. 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 Control Analyst
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 Core-Asset-Consulting.
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 Core-Asset-Consulting'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 Core-Asset-Consulting
✨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 Core-Asset-Consulting.
✨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 Core-Asset-Consulting 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 Core-Asset-Consulting 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.
