Funding Associate

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

About the team:

The Bank Funding Group is responsible for raising, managing and optimising the funding required to support Investec Bank plc's balance sheet and lending activities. It brings together deposit gathering, funding strategy, treasury, liquidity management and related change programmes within one function.

Within the Bank Funding Group, the Client Group Funding dealing team provides proactive cash management services to partner platforms and corporate and institutional clients. The team works collaboratively across the bank to deliver its funding requirements through a range of funding channels.

What will I be doing?

• Support the delivery of Investec's funding requirements through the Bank Funding Group's various funding channels.
• Support partnership and corporate relationships, helping to provide a responsive and high-quality service.
• Book trades accurately and complete client reconciliations, product management and associated administrative activity.
• Work closely with Bank Funding and Treasury, Compliance, Legal, Settlements, Client Service and Trade Support.
• Identify opportunities to automate and optimise processes across the Bank Funding Group.
• Apply an inquisitive and analytical approach to tasks, processes and problem-solving.
• Build knowledge and competence across the Bank Funding Group's front-end systems, including Calypso, Microsoft Dynamics 365 CRM and Power BI.
• Maintain high standards of accuracy, control and integrity in all day-to-day activity.

What do I need to bring?

• Excellent communication skills, with the ability to articulate our proposition to external clients and build strong internal stakeholder relationships.
• A determined and collaborative approach, combined with the confidence to work independently when required.
• Strong analytical and numerical capability, with an inquisitive mindset and excellent attention to detail.
• An interest in using AI and technology to improve efficiency across tasks and processes.
• Good PC literacy and the willingness to build a detailed understanding of the bank's systems.
• Strong written and verbal English skills.
• A commitment to acting with integrity, embracing Consumer Duty principles, treating customers fairly and applying relevant regulatory requirements.
• The CISI Regulations and Derivatives examinations, or the willingness and ability to complete the required qualifications. This is a Certified Person role and requires an FCA qualification.

I am good at:

• Learning quickly and taking ownership of my development.
• Working accurately across trade booking, reconciliations, administration and product-related activity.
• Building effective relationships with clients, colleagues and control functions.
• Questioning existing ways of working and constructively challenging ideas with well-considered reasoning.
• Using data, systems, automation and AI to simplify processes and improve outcomes.
• Balancing a strong team ethic with the ability to progress work independently.
• Showing entrepreneurial spirit and a genuine appetite to understand the bank, its culture, its clients, its services and the wider funding ecosystem.
• Broadening my qualifications and developing new skills.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. 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. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for. Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected]who will be happy to assist.