Investment Operations Assistant

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.

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 

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