Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Description of key roles:
The candidate will be responsible for the team's operational, environmental, and social investment data reporting and analytics.
The role involves producing accurate data reports to specific deadlines:
Reporting and Analytics• Keep monthly records of our operational impacts- Records• Collate and submit our annual B4SI report – impact measurement• Compile quarterly CSI Spend by Business Unit reports • Monitor the Volunteering Database• Monitor and collect fundraising data from regional offices• Chart charitable spending• Analyse reports and make recommendations to inform strategy, spend and programmes development• Research and analyse sustainability information and data.
Finance• Administer Employee Matched Charity donations and external donations• Manage the CAF account and budget• Monitor invoicing through our Concur system & company card expenses• Audit costs and recharges• Review our management accounts with the team accountant• Participate in the creation and monitor the team budget and allocations
Operations• Participate in internal and external audits• Review team processes and update and improve where applicable • Audit and create contracts, ongoing monitoring and review• Manage relationship with Goodbox
Other• Aid with the submission of award and certification applications• Keep abreast of changes in financial regulations and legislation• Research and report on factors influencing business performance• Provide support and cover to the team administrator when they are on leave
The role requires analytical skills including the ability to:-
• think critically• engage in analysis• make decisions• consider risks and opportunities
Highly proficient in Microsoft Office – especially Excel, Word, PowerPoint
Tech expertise regarding data models, database design development, data mining and segmentation techniques
Experience in operational accounting and analytics
Strong analytical skill set with ability to collect, organise, analyse and disseminate significant amounts of information with attention to detail and accuracy, then provide actionable recommendations based on KPIs
Experience of Mapping Software
Able to adapt to new technology
Any other attributes that would be helpful, but not essential for the role:
• Keen interest and good understanding in Sustainability in its broadest sense and in the finance sector• Awareness of government legislation in this area• Excellent written and verbal communication skills • Able to present at all levels
We commit to ensure that everyone is fairly assessed during our recruitment process.
Let us know if you need any reasonable adjustments to complete your application.