Fund Analyst

Bidwells; Cambridge; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Salary and bonus scheme

8% matched pension

28 days holiday + birthday off

Wellness day

Private medical cover

Medicash plan

Lifestyle discounts

Sabbaticals

Flexible working

Job summary

Bidwells in Cambridge is seeking a Fund Analyst to join the Investment and Property Management team, applying accounting expertise to property investment and portfolio management. You’ll work across long-term endowment portfolios, modelling and analysing investments to support commercial decisions.

The role requires ACA/ACCA/CIMA qualification, strong Excel and modelling skills, and a passion for property and investment. Cambridge-based with an emphasis on impactful, data-driven insights.

Qualifications

• Qualified accountant (ACA/ACCA/CIMA) with strong analytical skills.
• Proven ability to build financial models from first principles.
• Experience in property investment and portfolio analysis is a plus.
• Excellent Excel and financial modelling capabilities.

Responsibilities

• Prepare accounts, forecasts and quarterly reporting packs for client committees.
• Analyse portfolio performance and monitor performance against budgets.
• Build robust financial models to assess investment and commercial business cases.
• Appraise development opportunities, capital expenditure projects, acquisitions and disposals.
• Assess returns using IRR, NPV and cash-on-cash returns.
• Run sensitivity, scenario and risk analyses to understand outcomes.
• Turn complex financial information into clear commercial insights for decision-makers.

Skills

Excel

Financial modelling

Data analysis

Education

ACA/ACCA/CIMA qualification

Tools

Power BI

MRI

Argus

Job description

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 casesAppraising 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
• A genuine appetite to learn and develop your investment expertise

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.

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 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.