The Church of England
Investment Operations Assistant
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Job Description
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.
The role will close for applications on 01 September 2026.
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
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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
Knowledge & Experience
- 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
About Us
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About The NCIs
The National Church Institutions comprises a wide variety of teams, professions and functions that support the mission and ministries of the Church of England in its vision to be a church, centred on Jesus Christ, for the whole nation - a church that is simpler, humbler, bolder.
We Include. You Belong.
Our Belonging and Inclusion Strategy aims for everyone in the National Church Institutions (NCIs) to feel that they belong, and are valued for who they are and what they contribute. Together, our people contribute in different ways towards our common purpose, whichever NCI they work in and whatever their background.
Living out our values in all that we do, we:
- Strive for Excellence
- Show Compassion
- Respect others
- Collaborate
- Act with Integrity
We believe our commitment to belonging and inclusion fuels our progress and drives us forward. The NCIs are a safe, inclusive workplace for people of all backgrounds and walks of life. We welcome applications from people of all faiths and of no faith. We want to encourage applications from a diverse group of people who share our values. Even if you have never thought about working for us before, if you have the skills and experience we’re looking for then we would like to hear from you.
Use of AI in your application
We appreciate that you may want to use AI tools to help you with your application. We're happy for you to use AI to come up with ideas and help structure your thoughts, but you shouldn't use AI to fabricate information or write your whole application for you. One of our values is integrity, and although we want you to demonstrate your best self, we don't want an AI-generated persona. If you simply copy and paste AI-generated content into your application, this will reduce your chances of success.
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