Investment Associate

We are looking for a proactive and driven Investment Associate with strong attention to detail, intellectual curiosity, and excellent communication skills to join our dynamic Finance & Investments team managing over £200m in assets and in partnership with our Donor Advised Fund and Philanthropy Fund Teams. 

Our clients increasingly aspire for donor advised funds to be used for impact, utilising both grant-making and investment as tools within their philanthropic toolkit. Your expertise is needed to help support our client facing teams serve these client needs.

As our charitable funds increase, you will monitor, actively manage and report on the ongoing allocation of Stewardship’s assets and review returns, risk and monitor the performance of our investments. We want to be responsible stewards of our resources and have ambitions to achieve our mission through how we invest and engage responsibly.

As a result of our Christian ethos, this post is covered by an Occupational Requirement (OR) under Part 1 of Schedule 9 to the Equality Act 2010. The successful applicant will be expected to be a practising Christian and to clearly demonstrate a personal commitment to the mission, principles, values and practices contained in our Ethos Statement, by:

·         Active membership of local church congregation.

An understanding of the faith aspects of the work of Christian charities, including the preparedness to pray with colleagues, where appropriate.