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Investment & Stewardship Officer

Surrey County Council
Posted a day ago, valid for 5 days
Location

Weybridge, Surrey KT130BZ

Salary

£35,730 per annum

Contract type

Full Time

Retirement Plan
Employee Assistance

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Sonic Summary

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  • The position of Investment & Stewardship Officer offers a starting salary of £35,730 per annum, with a commitment of 36 hours per week.
  • This full-time role is hybrid, requiring at least two days of in-person work at the Surrey County Council Dakota building in Weybridge.
  • Candidates should possess a good understanding of Excel, Word, and PowerPoint, along with a minimum of two years of relevant experience in investment or administration.
  • The role involves managing a £1bn private investment portfolio and preparing reports for the Pension Fund Committee, among other responsibilities.
  • The application deadline is 23:59 on 13/10/2024, with interviews scheduled for the week of 28th October.

The starting salary for this position is £35,730 per annum, working 36 hours per week.

We are delighted to be hiring a full-time Investment & Stewardship Officer to join our Pensions Service. The role is hybrid with a weekly balance of remote and in-person working. Our current base is the Surrey County Council Dakota building in Weybridge, but this is subject to change. It is expected that you will be in the office at least 2 days a week.

Rewards and Benefits

  • 26 days' holiday (prorated for part time staff), rising to 28 days after 2 years' service and 30 days after 5 years' service
  • Option to buy up to 10 days of additional annual leave
  • An extensive Employee Assistance Programme (EAP) to support health and wellbeing
  • Up to 5 days of carer's leave per year
  • Paternity, adoption and dependants leave
  • A generous local government salary related pension
  • Lifestyle discounts including gym, travel, shopping and many more
  • 2 paid volunteering days plus 1 team volunteering day per year
  • Learning and development hub where you can access a wealth of resources

About the TeamThe Surrey Pension Team have exciting plans for the future focused on the following:

  • Our vision: To provide our customers with a better tomorrow
  • Our mission: To responsibly deliver a first-class customer experience by ensuring that we deliver the right benefits and services to the right people at the right time

Integral to achieving our aims and ambitions for the future is the Investment & Stewardship Team. The Team has responsibility for overseeing the Fund's investments and their responsible management, which will ultimately pay the pensions of over 120,000 people.

About the RoleReporting to the Deputy Head of Investment & Stewardship and operating with a level of professional independence and autonomy, the role is a mix of investment and administration work with regular monthly, quarterly and annual tasks, as well as short term ad hoc projects as required. Example tasks are:Managing the entire capital call process for £1bn private investment portfolio. Preparation of reports and associated annexes for Pension Fund Committee, Annual Report.Assisting with Responsible Investment report activity including Stewardship Code, TCFD and Administration of trade, settlement and transfer activity.Assisting with the response to daily ad hoc requests.Maintaining presence in the wider fund, LGPS community and relationship with our pooling partner.

This role would be perfect for a self-starter and someone with an interest in investment.

Shortlisting CriteriaThe desire and pride to strive for complete accuracy, build relationships, continuously improve and work collaboratively in a small team will be paramount to the success of this role. Multiple concurrent tasks and working to set deadlines is standard practice so you will need to be robust in your attention to detail, with strong grammar skills, and disciplined with your time management.

Required skills include:

  • Good understanding of Excel / Word / Powerpoint
  • Comfortable with numbers and their meaning
  • Inquisitive mindset
  • Enjoy problem solving
  • Confidence in receiving and providing constructive criticism

In this role you will adopt the Surrey Pension Team culture of strong standards and accountability to responsibly deliver a first-class customer experience.

The job advert closes at 23:59 on 13/10/2024 with interviews planned for week commencing 28th October.

Our CommitmentSurrey County Council is proud to be a Disability Confident Employer. A guaranteed interview will be offered to all disabled applicants where:

  • The candidate has evidenced the minimum criteria for the role through their application
  • The candidate has chosen to share that they have a disability on the application form

Our application form and onboarding process will provide an opportunity to request any reasonable adjustments for the interview and/or the role. We want to be an inclusive and diverse employer reflecting the community we serve and particularly welcome applications from all underrepresented groups.

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