Investments Analyst

Hybrid – you’ll be expected to be in the office at least 3 days per week or 60% of your working time in the office.

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 represents 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 

As the Investments Analyst you will be responsible for supporting the effective operation of the Investment Committee of the charity, by the monitoring and reporting of the performance of our investment portfolio against agreed strategic targets.  

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. You will have a drive for understanding and developing impact measurement across our investments held. 

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 investments held is not a pre-requisite of this role – the ability to apply your analytical skills to this activity is what we require! 

Further information 

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. 

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.  

To be considered for this role and become part of a dynamic and expert team, please submit your application before the closing date.   

Closing date: Noon, 24 October 2024.

Interviews will take place during the following week.  

To apply online please click the apply button below. 

The City of London Corporation want to ensure that everyone has the opportunity to thrive in the work that we do. The City of London Corporation is currently undergoing a programme to ensure that our pay and reward practices are competitive and equitable. We are committed to regularly benchmarking and reviewing pay across the whole organisation and against external sectors.

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

Because our roles are so varied, we don’t have a ‘one size fits all’ policy for workplace attendance. How many days a week you’ll be required to attend your workplace will depend on the requirements of your role. It’s important that you understand the requirements before applying to ensure you are able to meet them. We are committed to considering requests to work flexibly and job share. Requests will be considered by the recruiting manager in line with our policies and business needs.

We will be reviewing this policy and approach at regular intervals to ensure we’re meeting our attendance needs.