Analyst - Investment Operations

Shape the Future with the National Wealth Fund

At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing £27.8bn of capital and an expanded mandate, we are ready to help the market invest with confidence, continue to drive forward the Government's growth ambitions.

We are looking for skilled and results oriented individuals who are motivated to help us build the National Wealth Fund into an industry-leading institution.

Job Purpose

Analyst - 12 Month Fixed Term Contract

Location: Hybrid working with a minimum of 3 days per week in the Leeds office.

Salary:  £28,000 - £32,500

Deadline to Apply: 30th July 2026. Early submission is encouraged, and applications will be reviewed on an ongoing basis. Please submit a CV and covering letter.

Role Purpose

Provide high-quality financial/investment operations support through successful delivery and development of processes to create a robust control environment to safeguard the NWF’s assets and the integrity of financial systems, data and reports.  

Key Accountabilities

• Accountable for delivering high quality and accurate financial/investment operations activities by exploring efficient and innovative processes as the Fund faces new challenges and stakeholder requirements.
• Leverage technical skills to streamline financial operations by working across multiple data sources and systems, identifying opportunities for automation and optimisation, dealing with data migration and reconciliation and implementing process improvements that enhance accuracy, efficiency, and scalability.
• Assist with delivering financial outputs for stakeholders within deadlines, using basic knowledge to proactively identify varied improvements for portfolio and funding-related reporting, to ensure relevance to business needs.
• Ensure payment requests and transaction calculations are reviewed in a timely and accurate manner to ensure service levels and contractual obligations are met.
• Identify and escalate anomalies in financial data and requests, and ensure all internal controls and delegation of authorities are satisfied
• Assist with timely and accurate set up, testing and maintenance of data on associated systems, aligned to supporting documentation where required, to ensure integrity of financial data, systems and reports.
• Work with internal stakeholders to assist with identify and flag any errors or issues promptly and escalate systems issues to ensure availability and correctness of data and reports.

Knowledge, Skill and Experience Requirements

Required Experience and Skills:

• Experience of managing multiple deadlines whilst collaborating with multiple stakeholders – ideally within a corporate environment
• Experience in automating/optimising routine tasks in Excel and other financial systems
• Strong understanding of financial products—including debt, guarantees and equity—with practical experience in supporting their lifecycle, including structuring, servicing, reporting and contractual cashflow calculations.
• Knowledge of MS Office including Excel
• Excellent written and verbal communication skills
• Strong organisational skills
• Excellent attention to detail
• A flexible attitude to adapt and change direction as needed
• Comfortable with performing routine tasks on a daily basis
• A structured and methodical approach

Desirable Experience:   

• Familiarity with financial/loan operations in a financial services environment 
• Basic understanding of financial modelling
• Understanding or prior experience of implementing payment, settlement and clearance
• Exposure to implementing or operating financial software tools 
• Knowledge of Workday

A career with us offers a unique opportunity to make a lasting impact and work on cutting-edge technologies that will drive the UK’s future. We value diversity in our people and inclusion is at the heart of what we do.

We offer competitive benefits and unique learning opportunities from combining both private and public sector skills and experience. Please note, referencing and background checks are carried out for all roles here at the National Wealth Fund.