At a Glance
- Tasks: Monitor and report on investment portfolios, ensuring alignment with strategic financial goals.
- Company: Join the historic City Bridge Foundation, making a real impact in London.
- Benefits: Flexible working hours, competitive salary, and a chance to contribute to meaningful projects.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Be part of a unique charity with a rich history and a focus on social impact.
- Qualifications: Qualified accountant with experience in the charitable sector and strong analytical skills.
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.
Investments Analyst in City of London employer: City of London Corporation
City Bridge Foundation is an exceptional employer that offers a unique opportunity to contribute to London's heritage while supporting impactful charitable initiatives. With a flexible working environment and a commitment to employee growth, you will be part of a dedicated team focused on strategic financial objectives and climate action. The Foundation's rich history and significant investment portfolio provide a rewarding backdrop for your career as an Investments Analyst in the heart of Central London.
Contact Details:
City of London Corporation Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investments Analyst in City of London
✨Join Investment Clubs
Getting involved in local or university investment clubs can be a game-changer. Not only do you get to sharpen your analytic skills, but you'll also rub shoulders with like-minded enthusiasts who might point you towards part-time roles in firms like City of London Corporation.
✨Engage with Industry Events
Make sure to keep an eye on finance seminars, webinars, and networking events. These gatherings can lead to valuable connections with professionals in asset management, and you might even hear about part-time opportunities before they’re advertised. Plus, there's nothing like a face-to-face chat to stand out!
✨Use Your Contacts Wisely
Don’t be shy about reaching out to your professors or mentors who have connections in the investment world. They can hook you up with part-time gigs or recommend you to firms like City of London Corporation that are on the lookout for eager talent.
✨Apply Directly Through Our Website
When you spot that part-time role you fancy at City of London Corporation, don't hesitate—hit us up through our official site. Make your application stand out by tailoring your cover letter to highlight why you're the perfect fit for asset management. We want to hear from you!
We think you need these skills to ace Investments Analyst in City of London
Some tips for your application 🫡
Show Off Your Numbers Game:In the investment and asset management field, it's all about the numbers. Make sure your CV showcases any relevant academic achievements, such as your grades in finance or economics, or any certifications you hold like CFA or CAIA, if applicable. Don't be shy—quantify your achievements wherever you can!
Highlight Relevant Experience:For a part-time role, employers will look for flexibility and experience. If you've done internships or projects related to investments, be sure to spotlight them. Discuss what you learned and how you can apply that knowledge at City of London Corporation. Show us you’ve got the practical skills to back up your theoretical knowledge!
Tailor Your Cover Letter:When crafting your cover letter, connect your passion for investment asset management with what City of London Corporation does. Mention why you're interested in a part-time role specifically—like wanting to gain hands-on experience or balance studies with practical work. This will help us see your genuine interest and motivation!
Keep It Concise and Relevant:In the finance industry, clarity is key. Ensure all the information you provide in your application is relevant and succinct. Avoid fluff and focus on what makes you a fit for the part-time role. Remember, we want to see your brightest strengths right off the bat when you apply through our website!
How to prepare for a job interview at City of London Corporation
✨Brush Up on Financial Analysis Skills
For a part-time role in investment asset management, it'll be super helpful to showcase your financial analysis skills. Expect to discuss your familiarity with financial modelling or portfolio analysis—be prepared for real-world scenarios to assess your thought process and decision-making.
✨Know Your Investment Strategies
Make sure you’re well-versed in various investment strategies and methodologies. You might get quizzed on your understanding of different asset classes or approaches like value investing versus growth investing, so come ready to discuss what you think works best in today’s market.
✨Convey Your Flexibility and Commitment
Since this is a part-time gig, be ready to chat about how you can balance your responsibilities while still making a significant impact. Companies often want to know that you can manage your time effectively, so share examples of how you’ve done this in the past!
✨Demonstrate a Passion for Learning
Showing enthusiasm for learning about investments can set you apart as a candidate. Discuss any relevant courses, certifications, or even books you've read recently that keep you updated on industry trends, as it reflects your commitment to growth in asset management.
