Investment Operations Assistant in London

Investment Operations Assistant in London

London Internship 25650 - 31350 £ / year (est.) Home office (partial)
National Church Institutions (Church of England)

At a Glance

  • Tasks: Support investment operations and gain exposure to diverse financial processes.
  • Company: Join a respected team driving responsible investment for the Church of England.
  • Benefits: Structured development, hands-on experience, and opportunities for career growth.
  • Other info: Collaborative environment with a focus on innovation and technology.
  • Why this job: Make a real impact in finance while learning from industry experts.
  • Qualifications: Interest in finance and investment; relevant internships are a plus.

The predicted salary is between 25650 - 31350 £ per year.

Working closely with the Investment Operations Manager, you will gain exposure to a broad range of investment processes and stakeholders across the business. Over time, and depending on performance and interest, there will be opportunities to develop into other areas of the investment team. The Investment Team is staffed by experienced and well-respected individuals and plays a key role in furthering responsible investment activities for the Church of England. We build strong partnerships and use our collective influence to encourage positive change and improve investment and stewardship outcomes and generate long-term value for members of the pension schemes we manage. This role offers structured development and exposure to a wide range of investment activities. The post-holder will be expected to work a minimum of one day a week at Church House, Westminster, London.

Responsibilities:

  • Investment Operations
    • Support the reconciliation of fund manager records with custodian data, ensuring accuracy and completeness.
    • Monitor fund manager activity against internal restrictions and guidelines.
    • Assist in overseeing corporate actions, tax reclaims, and class action opportunities.
  • Reporting & Analysis
    • Produce regular reporting for internal stakeholders including senior management.
    • Assist in the preparation of performance and operational KPIs.
    • Respond to ad hoc data requests, providing clear analysis and insights.
    • Support audit processes, including preparation of supporting documentation.
  • Cash & Liquidity Management
    • Assist with the preparation and processing of cash transfers and payment instructions.
    • Monitor and reconcile cash balances across custodian accounts.
    • Maintain and enhance cashflow tracking and forecasting tools.
  • Process Improvement & Data
    • Maintain and improve operational spreadsheets and reporting tools.
    • Identify opportunities to improve efficiency through automation and the use of new technologies.
    • Develop skills in data analysis, including the potential use of AI tools and advanced Excel techniques.
  • Wider Team Support
    • Work collaboratively with colleagues across investment, finance and external providers.
    • Assist in preparing materials, reports, and presentations.
    • Contribute to projects across the investment team, including responsible investment initiatives.

Qualifications:

  • A strong interest in financial markets and investment management.
  • Some relevant internships or work experience in finance, investment, or data analysis is desirable but not essential.
  • An understanding (or interest in developing understanding) of investment operations, risk concepts, and data analysis.

Skills & Attributes:

  • Highly numerate with strong attention to detail.
  • Confident using Excel (e.g. formulas, data analysis, reconciliation); interest in developing more advanced data skills.
  • Strong organisational skills with the ability to manage your own workload and priorities.
  • Curious and proactive, with a willingness to learn and improve processes.
  • Comfortable working with data and developing an understanding of risk metrics (e.g. volatility, attribution).
  • Good written communication skills with the ability to produce clear and accurate reports.
  • Confidence (or willingness to develop confidence) in presenting information.
  • Interest in technology, including the potential use of AI and automation in investment processes.

Education & Development:

  • Degree (or equivalent) in a relevant subject such as Finance, Economics, Mathematics or similar.
  • Working towards or willingness to study for a professional qualification (e.g. IMC, CFA).
  • Ongoing learning mindset and intellectual curiosity.

Investment Operations Assistant in London employer: National Church Institutions (Church of England)

Bishopthorpe Palace offers a unique and fulfilling work environment for the Team Administrator role, where you will play a vital part in supporting the Archbishop’s Chaplain and the wider team. With a strong emphasis on collaboration, safeguarding, and community engagement, employees benefit from a supportive culture that encourages personal growth and development. Located in a historic setting, this position not only provides meaningful work but also the opportunity to contribute to the mission of the Church of England while enjoying a balanced work-life dynamic.

National Church Institutions (Church of England)

Contact Details:

National Church Institutions (Church of England) Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Operations Assistant in London

Tap into Campus Resources

Universities often have strong ties with banks and financial institutions. Make sure to check in with your career services for any internship fairs or networking events. These can be golden opportunities to meet representatives from firms like National Church Institutions (Church of England) and make a lasting impression.

Join Finance Societies and Clubs

Get involved with finance or investment clubs at your university. These not only offer great networking potential but often host guest speakers from the industry. Show your enthusiasm and engage with these professionals—who knows, they might tip you off about internship openings at National Church Institutions (Church of England)!

Have Your Application Ready to Go

Internship applications can be competitive and come with tight deadlines. Be proactive! Have your CV and cover letter prepared and tailored for roles at National Church Institutions (Church of England). When the openings go live, you’ll want to be one of the first to apply.

Leverage LinkedIn for Connections

LinkedIn is a powerful tool, especially in the banking sector. Follow recruiters from National Church Institutions (Church of England) and connect with alumni who are working in similar roles. Don’t hesitate to drop them a message to introduce yourself and express your interest in internships—they might have insider info or even refer you!

We think you need these skills to ace Investment Operations Assistant in London

Reconciliation
Fund Manager Activity Monitoring
Corporate Actions Oversight
Tax Reclaims Management
Data Analysis
Performance Reporting
KPI Preparation

Some tips for your application 🫡

Show Off Those Grades!:In banking and financial services, your academic background is super important. Make sure to highlight your grades, especially in finance, economics, or maths. If you've got any relevant coursework or projects, don’t hesitate to include them in your CV!

Craft Your Cover Letter with Care:For an internship, we want to see your enthusiasm and motivation. Use your cover letter to explain why you’re excited about this opportunity at National Church Institutions (Church of England) and what you hope to learn. Be personal and connect the dots between your education and the role of Investment Operations Assistant.

Squeaky Clean CV:Your CV should be clear and free of jargon. Focus on the skills that matter most in the banking sector, like analytical thinking and attention to detail. Don't forget to include any internships or part-time jobs that show your experience in a banking environment!

Utilise Relevant Experiences:If you've been involved in finance-related clubs or societies at university, mention that in your application. Showing your practical experience alongside your studies can make a real difference and demonstrate your passion for the financial world. We love seeing candidates who go the extra mile!

How to prepare for a job interview at National Church Institutions (Church of England)

Show Us Your Analytical Skills

As an intern in the banking and financial services sector, you'll want to showcase your analytical skills. Be ready to tackle numerical and case questions during your interview. Brush up on your data interpretation abilities and consider scenarios where you've used data to solve problems.

Know Your Financial Tools

Familiarise yourself with the financial tools and software commonly used in banking, like Bloomberg or Excel for financial modelling. We recommend having a couple of examples where you've applied these tools in your studies or projects to impress the interviewer.

Be Passionate About Learning

Internships are all about learning, so express your enthusiasm for the banking industry. Share what trends you're excited about, or recent news you've followed, to show you're motivated and engaged. This can set you apart from other candidates who might be less enthusiastic.

Prepare for Behavioural Questions

Expect behavioural questions that assess your fit within a team and your ability to handle challenges. Think of examples from your studies or group projects that highlight your teamwork, adaptability, and communication skills. We want to see how you've navigated situations that are relevant to the workplace!