Investments Analyst
New Today
Overview
This is a part-time role (28 hours per week) and the salary will be paid pro rata accordingly. This is a permanent contract role at 28 hours/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. If this role is advertised as a secondment, secondments are subject to the agreement of your department releasing you, therefore, you need to discuss this with your line manager prior to applying. The purpose of this will be to discuss what, if any, impact your secondment might have on the service and service delivery should your application be successful, and how this might be addressed. We will be reviewing this policy and approach at regular intervals to ensure we're meeting our attendance needs.
City Bridge Foundation is 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.
Responsibilities
- Report to the Charities Technical & Strategic Finance Manager and contribute to monitoring and reporting of the investment portfolio to support strategic financial objectives and the Foundation's mission.
- Develop impact measurement frameworks, including in relation to our Climate Action Strategy.
- Conduct due diligence reviews for social investment proposals.
Qualifications
- Fully qualified (CCAB or CIMA) accountant
- Relevant experience in the charitable sector, including working with larger charities with a minimum income of £30m and investment portfolios of at least £10m
- Practical knowledge of the Charities Statement of Recommended Practice (SORP) and the ability to apply it
- Ability to organise and prioritise a range of diverse data with a focus on problem solving
- Previous experience in supporting investment management activities is not a prerequisite; the ability to apply analytical skills is valued
About City Bridge Foundation
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.
- Location:
- City Of London, England, United Kingdom
- Salary:
- £80,000 - £100,000
- Job Type:
- PartTime
- Category:
- Finance
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