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- Tasks: Manage budgets, track investments, and liaise with stakeholders daily.
- Company: Davies Consulting is a dynamic firm focused on IT investment management.
- 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: Opportunities for personal development and participation in employee volunteering programmes.
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
Investment Associate - Davies Consulting employer: Davies Consulting
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. Attend industry events or join relevant online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at Davies Consulting.
✨Tip Number 3
Brush up on your numerical and analytical skills, as these are crucial for the role. Consider taking a short course or using online resources to enhance your data-driven approach, which will be beneficial in discussions with the hiring team.
✨Tip Number 4
Prepare to demonstrate your problem-solving abilities during the interview. Think of examples from your past experiences where you successfully deconstructed complex issues and arrived at effective solutions, as this aligns with the expectations for the position.
We think you need these skills to ace Investment Associate - Davies Consulting
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Associate Investment Officer position. Tailor your application to highlight relevant experiences that align with the job description.
Highlight Relevant Skills: Focus on showcasing your numerical skills, problem-solving abilities, and communication skills in your CV and cover letter. Provide specific examples of how you've successfully managed budgets or worked with stakeholders in previous roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only expresses your interest in the role but also demonstrates your understanding of the company's values and how you can contribute to their goals. Mention your passion for quality and detail, as these are key attributes for this position.
Proofread Your Application: Ensure that your CV and cover letter are free from errors. A well-presented application reflects your attention to detail, which is crucial for the Associate Investment Officer role. Consider asking a friend or using tools to help with proofreading.
How to prepare for a job interview at Davies Consulting
✨Understand the Budgeting Process
Make sure you have a solid grasp of budgeting principles, especially in relation to overhead and operational budgets. Be prepared to discuss how you would manage and track these budgets effectively.
✨Showcase Your Problem-Solving Skills
As a key requirement for this role is problem-solving, think of examples from your past experiences where you've successfully deconstructed complex issues. Be ready to explain your thought process and the solutions you implemented.
✨Communicate Clearly and Confidently
Excellent communication skills are essential for this position. Practice articulating your thoughts clearly, both verbally and in writing. Consider preparing a few key points about your experience that highlight your communication abilities.
✨Build Relationships with Stakeholders
Since the role involves liaising with various stakeholders, think about how you can demonstrate your ability to build strong working relationships. Prepare examples of how you've successfully collaborated with others in previous roles.
