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 undertaking periodic due diligence
Managing the monthly investment accounting process and ensuring 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
Preparation and presentation of Board and Investment Committee reporting including portfolio performance and risk analysis, macro and market analysis and analysing and proposing investment recommendations
Assisting in the management of the strategic cash allocations in accordance with the Liquidity Policy
Ongoing management of an investment property and relationship with external property manager
Ensuring implementation of the ESG strategy and continuous monitoring of developments in ESG investing and ESG corporate reporting
Assist in management of internal audit, compliance and regulatory reviews and stress tests
Management of fee payment processes
Investor Relations Responsibilities
Support formulation & delivery of the IR Strategy
Managing day to day operations including email & communication tracking
Website & IRM monitoring; management + development
Develop out IR reporting & MI for Board & EMT
Financial Modelling including Consensus build & 3 year metrics – Tracking and updating consensus, monitoring FBD’s performance relative to Consensus.
Support Investor Roadshow preparation – Support the Planning, organising of investor meetings, investor road shows and other (equity days etc). Prepare presentations to accompany these meetings.
Daily monitoring of share volume and price movements.
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 etc.
Experiences
The ideal candidate will be a professional with 2 years’ experience, but 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 and of portfolio management and investment accounting concepts
Excellent analytical, financial modelling and quantitative skills
Strong communication and presentation skills; 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 in a meaningful manner to the results of the functions
MCC
Customer Focus
Risk Management and Compliance
Insurance Principles and Practise
Cultivating Relationships
Quality control and attention to detail
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.
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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