Talent, Support, Success.
About the Role: The company is recruiting for an Investment and Investor Relations Analyst. The role is split across two functions and offers unique exposure to top-level decision making within the setting of a regulated plc.
Closing date to apply is Friday 24th May 2026.
Investment Responsibilities
Assist in the implementation of the firm’s existing Strategic Asset Allocation, Investment Policy, ALM Policy and continuous revalidation of these to optimise returns.
Assist in the oversight of external investment managers portfolio performance, risk and operational capabilities and undertake periodic due diligence.
Manage the monthly investment accounting process and ensure a strong control environment.
Assist in the oversight of external service providers such as custodians and accounting providers to improve processes and drive efficiencies across all aspects of the investment department.
Prepare and present Board and Investment Committee reporting including portfolio performance and risk analysis, macro and market analysis and propose investment recommendations.
Assist in managing the strategic cash allocations in accordance with the Liquidity Policy.
Ongoing management of an investment property and relationship with external property manager.
Ensure implementation of the ESG strategy and continuously monitor developments in ESG investing and ESG corporate reporting.
Assist in managing internal audit, compliance and regulatory reviews and stress tests.
Manage fee payment processes.
Investor Relations Responsibilities
Support formulation and delivery of the Investor Relations strategy.
Manage day‑to‑day operations including email and communication tracking.
Monitor website and Investor Relations Materials and develop them.
Develop investor reporting and MIS for the Board and Executive Management Team.
Perform financial modelling including consensus build and 3‑year metrics – tracking and updating consensus and monitoring FBD’s performance relative to consensus.
Support Investor Roadshow preparation – plan and organise investor meetings, road shows and other equity day events and prepare accompanying presentations.
Monitor share volume and price movements daily.
Work collaboratively with other FBD teams in areas such as management of the corporate website, preparation of the Annual Report and any sustainability requirements.
Education
Minimum 2.1 Honours Bachelor’s Degree in a finance‑related field – ideally with a strong focus on investments.
Studying for or intending to pursue a relevant professional qualification within a reasonable timeframe (e.g., CFA, CAIA).
Experiences
The ideal candidate will have at least 2 years’ experience, though the role may also suit an exceptional graduate.
Competencies
Demonstrable interest in and aptitude for financial markets, economics and geopolitics is a pre‑requisite.
Demonstrable understanding of investments, portfolio management and investment accounting concepts.
Excellent analytical, financial modelling and quantitative skills.
Strong communication and presentation skills, both verbal and written.
High level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint).
High level of accuracy with strong attention to detail.
The ability to add value from day one and contribute meaningfully to the functions’ results.
MCC
Customer Focus
Risk Management and Compliance
Insurance Principles and Practice
Cultivating Relationships
Quality control and attention to detail
This role sits within the B pay grade in the Finance Department.
FBD is proud to be an Equal Opportunity Employer. We welcome applicants of all ages, genders, ethnicities, cultures, religions, languages, sexual orientations, abilities, disabilities, and social backgrounds.
We are dedicated to fostering a diverse, equitable, and inclusive workplace where everyone is encouraged to bring their whole, authentic self to work. Our approach to inclusion is embedded in our hiring practices, pay structures, leadership development, and workplace policies. At FBD, we believe that when our people feel valued and supported, they thrive, and so does our business. We are proud to foster a culture of collaboration, respect, and shared success at every stage of your career.
Our Benefits Include:
Hybrid working – 2 days in the office / 3 days working from home.
Health insurance subsidy for employee and family.
Wellbeing allowance.
Defined contribution pension scheme.
Tax saver schemes.
Lunch allowance.
Discounts off home, car and travel insurance.
Annual bonus.
Education support.
Free parking.
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