Fund Analyst

Bidwells LLP; Cambridge; On-site; GBP 52,000 - 76,000; Full time

Benefits offered by this job

Bonus scheme

Pension up to 8% matched

28 days holiday + bank holidays

Birthday off work

Wellness day

Private medical cover

Job summary

Bidwells LLP in Cambridge is seeking a Fund Analyst to join our Investment and Property Management team. You will apply accounting expertise to property investment, performing modelling, performance analysis and investment appraisal to support decision-making.

The role targets ACA/ACCA/CIMA qualified accountants who enjoy turning numbers into commercial insights within long-term endowment portfolios and development opportunities.

Qualifications

• Qualified accountant (ACA/ACCA/CIMA) with strong Excel and modelling skills.
• Ability to build models from first principles and explain commercial meaning.
• Experience in property, investment or corporate finance is advantageous.

Responsibilities

• Prepare accounts, forecasts and quarterly reporting packs for client committees.
• Analyse portfolio performance and monitor against budget.
• Build robust financial models to assess investment and development cases.
• Appraise opportunities, capex, acquisitions and disposals.
• Assess returns using IRR, NPV and cash-on-cash metrics.
• Run sensitivity and risk analyses to understand outcomes.
• Translate complex finance data into clear commercial insights.

Skills

Excel

Financial modelling

Analytical thinking

Commercial judgement

Education

CFA study or related investment qualification

Tools

Power BI

MRI

Argus

Job description

Job Advert

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.

For someone coming from an accounting background, this role offers something particularly compelling: the chance to take the technical skills you've already built and apply them in a much broader commercial and investment environment.

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

• You'll have a varied remit combining fund reporting, investment analysis and commercial modelling, including:
• 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 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.
• 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.

Recruitment agencies: Bidwells do not require agency support for this role. Bidwells only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and specifically directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Bidwells or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid. Submission of any unsolicited CVs or proposals to Bidwells will be deemed evidence of full and unlimited acceptance of this approach