Associate - Fund Management

Associate - Fund Management

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
ENGINEERINGUK

At a Glance

  • Tasks: Support fund management with reporting, operations, and strategic execution for international accounts.
  • Company: Join a leading firm in fund management with a commitment to inclusivity.
  • Benefits: Enjoy healthcare, generous leave, pension, and wellness perks.
  • Other info: Dynamic role with clear development potential and a collaborative team environment.
  • Why this job: Gain hands-on experience in fund management while working with industry experts.
  • Qualifications: Degree level education and some experience in financial services or real estate.

The predicted salary is between 30000 - 40000 £ per year.

The Associate will support the fund management team in the management and reporting of international separate accounts (over €3bn in asset value), providing level support across investor reporting, portfolio operations and strategic execution with clear development potential within the fund management function.

Benefits

  • Company-provided healthcare
  • A generous annual leave allowance
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance

Responsibilities

  • Working closely with senior fund managers, support the day‑to‑day management of international separate accounts with investments in traditional and alternative real estate sectors and across Europe, ensuring that all work is organized and undertaken effectively and in line with the team's requirements.
  • Act as an interface with clients to ensure service meets their requirements and objectives; prepare and coordinate investor reporting and presentation materials (quarterly/annual reporting, updates, ad hoc requests), ensuring accuracy, clarity and timeliness.
  • Support portfolio performance monitoring, including business plan tracking, valuations, cash flow and return analysis; maintain relevant trackers and dashboards, and develop the ability to analyze property and fund returns at a portfolio level with the Fund Analyst.
  • Coordinate inputs across asset management, transactions, finance, tax, legal and local teams to support execution of asset strategies, capex programmes, financings and disposals; develop the ability to present the Fund strategy and represent the Fund internally and to relevant Boards.
  • Support fund/mandate operations including liquidity forecasting, distribution processes, budgeting and internal approval workflows (e.g., leases, capex, investment papers).
  • Support data governance for the mandates, ensuring integrity and consistency of portfolio/investor data across systems and outputs; contribute to process improvement and automation initiatives.

Qualifications

  • Experience in financial services/real estate, fund management or a related investment/financial discipline, with exposure to financial analysis, reporting and multi‑stakeholder coordination.
  • Understanding of real estate investment and fund management concepts, including basic financial modelling/cash flow analysis and institutional investor reporting experience helpful.
  • Degree level education.
  • High attention to detail; strong analytical capability; clear written and verbal communication; organized and proactive; collaborative mindset; strong desire to develop within the fund management function.

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the minimum criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting‑in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

Employment Details

  • Full time Employee
  • Job Exempt: Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role’s advertised office.

Commitment to Inclusion

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

ENGINEERINGUK

Contact Details:

ENGINEERINGUK Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Associate - Fund Management

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 ENGINEERINGUK. 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 Associate - Fund Management

Financial Analysis
Investor Reporting
Portfolio Operations
Real Estate Investment Knowledge
Cash Flow Analysis
Stakeholder Coordination
Attention to Detail

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 ENGINEERINGUK.

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 ENGINEERINGUK'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 ENGINEERINGUK

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 ENGINEERINGUK.

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 ENGINEERINGUK 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 ENGINEERINGUK 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.