Investment Analyst

This job has now expired
£36,781- £40,250
1 Applications

A new post that is being created specifically to provide further support to the Pensions Board in the oversight of its asset allocation and investment management arrangements.

Assisting the Pensions Board’s Investment Officer in organising and administering the work of the Pensions Board’s Investment Committee and with other tasks associated with the investment of the Board’s pension scheme assets and charitable funds.

The main responsibilities for this role are;

  • Assisting and supporting the Investment Officer with the managing and monitoring of the Board’s fund managers.
  • Developing the Board’s data management and portfolio analysis reporting, using the custodian’s performance records and other outside data providers, i.e. Thomson Reuters.
  • Assisting the Investment Officer in the development and preparation of reports for presentation at quarterly Investment Committee meetings.
  • Taking part in meetings/calls with the Board’s fund managers, researching the key issues beforehand and keeping a record of those meetings.
  • Monitoring fund managers’ KPI’s, compliance and regulatory reports and ensuring the Board’s managers are adhering to key points in IMAs and investment guidelines.
The ideal requirements for this role are;


  • Excellent written and oral communication skills.
  • Highly numerate.
  • Good administrative and organisational skills.
  • Able to work under pressure and meet tight deadlines.
  • High degree of accuracy and attention to detail.
  • Excellent IT skills.


  • Two years of relevant work experience within an endowment, pension fund or fund manager.
  • Thorough understanding of how investment markets operate.
  • Experience of research and report writing.
  • Experience of organising meetings and of minute taking.
  • Experience in office administration

Personal Attributes:

  • Flexible in order to meet the demands of the post.
  • Excellent interpersonal and liaison skills.
  • An excellent team player, able to work with a wide range of people at all levels in a variety of situations.
  • Able to represent the National Church Institutions with confidence at internal and external meetings.


  • Ideally educated to degree level or equivalent work experience.
  • Investment Management Certificate or equivalent.



  • Degree in a financial discipline.
  • CFA or willingness to study for it.

We in the National Church Institutions support the mission and ministries of the Church all over England. We work with parishes, dioceses (regional offices), schools, other ministries and our partners at a national and international level.

Excellence, Respect, Integrity

We follow these three values in everything we do, whether we are of Christian faith, another faith or no faith. To learn more about working for National Church Institutions and our benefits, please click here

As we are a member of the Armed Forces Covenant, we welcome all applications from those you have served in our Armed Forces and their families

We are committed to building a culturally diverse workforce. As part of this commitment, we welcome applications from people, regardless of their background. As a Disability Confident committed employer, it is important to note that there may be occasions where it is not practical or appropriate to interview all disabled applicants who meet the minimum criteria* due to high volume. We limit the amount of interviews conducted to five applicants per open post we advertise.

*Where applicable depending on post requirements.

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