Investments Analyst

Salary: £57,240 - £64,610 (pro-rata) per annum inclusive of all allowances

Contractual Hours: 28 hours per week

Basis: Part-Time Permanent

Workplace category: Hybrid

This is a part-time role (28 hours per week) and the salary will be paid pro rata accordingly.

Attachments: Job Information Pack

About us

City Bridge Foundation (registered charity 1035628) is a unique and historic charity, with origins dating back to 1097. Formally established by Royal Charter in 1282, CBF continues to play a vital role in London today. City Bridge Foundation’s primary purpose is to maintain and support five of London’s most iconic Thames Bridges and its secondary purpose is to deliver further impact through its charitable funding activities. The City of London Corporation is the corporate trustee of City Bridge Foundation.

City Bridge Foundation’s activities are supported by the returns from its £1.6 billion investment portfolio, part of which is made up of the historic endowment fund held by the charity. Without this fund, City Bridge Foundation would not be able to carry out its work supporting the people of London.

About you

We are seeking an exceptional Investments Analyst to support the effective monitoring and reporting of CBF’s investment portfolio, ensuring alignment with our strategic financial objectives and broader mission.

Reporting to the Charities Technical & Strategic Finance Manager, this role would suit an enthusiastic finance professional with strong analytical skills and a passion for collaborating across teams. In addition, you will play a key role in developing impact measurement frameworks, including in relation to our Climate Action Strategy, and conduct due diligence reviews for social investment proposals.

You should also be able to demonstrate that you:

• are a fully qualified (CCAB or CIMA) accountant
• have relevant experience working in the charitable sector including working with larger charities with a minimum income of £30m, with investment portfolios of a minimum of £10m
• have practical knowledge of the Charities Statement of Recommended Practice (SORP) that you can apply
• have the ability to organise and prioritise a range of diverse data with a focus on problem solving.

Previous experience of supporting investment management activities is not a pre-requisite of this role – the ability to apply your analytical skills is what we are looking for!

Further information

This is a permanent contract role at 28 hours per week based in Guildhall, Central London. Flexible working arrangements are currently in place with a current requirement to attend the office 3 days per week pro-rata. Time can also be spent at the offices at Tower Bridge.

We are values-based and welcome applications from all backgrounds. Equity, diversity and inclusion is as important in our staff and governance as it is in our charitable activities. The City Corporation is a Disability Confident employer and positively welcomes applications from disabled people.

The City of London Corporation is committed to Equal Opportunities and welcomes applications from all sections of the community.

We will review applications and may close the advert earlier should we receive a high number of applications.