Investment & Investor Relations Analyst

Talent, Support, Success.

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.

Job Responsibilities

The Investments role primarily involves providing analytical and operational support to the Head of Investments and the Investment Committee covering the company’s investment strategy, asset allocation, performance measurement, risk management, investment reporting and implementation of the investment ESG strategy. 

• Assist in the implementation of the firms 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

Job Responsibilities

Investor Relations Responsibilities:

The investor relations roles will support the Head of Investor Relations in the delivery of the investor relations strategy including integrating finance, communication and strategy to manage the flow of information and build/maintain relationships with investors and shareholders in the company.

Job 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

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• 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