At a Glance
- Tasks: Lead the management of a social investment portfolio for impactful change.
- Company: Join a respected UK foundation focused on social impact and ESG initiatives.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference while shaping a dynamic social investment strategy.
- Qualifications: Experience in social investment or fund management is essential; strong analytical skills required.
- Other info: Be part of a mission-driven team at a pivotal time for social finance.
The predicted salary is between 36000 - 60000 ÂŁ per year.
A leading UK-based foundation, part of a well-established and respected organisation in the social impact and ESG space, is seeking a Social Investment Manager to join its growing team. This foundation focuses on deploying capital into funds providing debt and/or equity solutions that drive measurable social outcomes across the UK and beyond. This is a rare opportunity to join a mission-driven team at a pivotal time, with the remit to help shape and deliver a dynamic social investment strategy, while contributing to meaningful, sustainable change.
The Role
As Social Investment Manager, you will lead the day-to-day management of the foundation’s social investment portfolio, ensuring it delivers both strong social impact and financial returns. You will work closely with senior leadership to identify investment opportunities, oversee due diligence, and monitor portfolio performance. Your work will play a vital role in scaling the foundation’s investment activities—identifying opportunities, managing relationships with fund managers, and representing the foundation in key social finance networks.
Key Responsibilities
- Investment Strategy & Portfolio Management
- Manage and grow the foundation’s portfolio of social investments
- Ensure alignment with strategic priorities and social impact goals
- Present investment proposals to senior stakeholders and investment committees
- Stay informed on market trends, regulations, and emerging opportunities
- Opportunity Assessment & Due Diligence
- Identify and evaluate fund-level investments (debt/equity) in line with ESG and social impact criteria
- Oversee due diligence including financial analysis, impact evaluation, and risk assessment
- Maintain close working relationships with fund managers to support governance, sustainability, and impact measurement
- Performance Monitoring & Reporting
- Track portfolio performance, providing regular impact and financial reports to internal stakeholders
- Continuously assess outcomes against KPIs to ensure objectives are met
- Stakeholder Engagement & Sector Leadership
- Develop and manage relationships with fund managers, co-investors, and social investment networks
- Represent the foundation at industry events, fostering collaborations and identifying new pipeline opportunities
Person Specification
Essential Experience & Skills
- Significant experience in social investment, impact investing, or fund management
- Strong analytical capabilities, with experience in due diligence, impact evaluation, and risk assessment
- Excellent communication skills—both written and verbal—comfortable reporting to senior stakeholders
- Proven ability to build relationships and influence diverse partners
- Passion for social change, with a clear understanding of impact measurement frameworks
Desirable Qualifications & Attributes
- Professional or academic background in finance, economics, or a related field (e.g. CFA, ACA)
- Knowledge of ESG and responsible investment principles
- Experience in fund structuring and governance
- A strategic, proactive, and values-driven mindset
Social Investment Manager employer: Fintellect Recruitment
Contact Detail:
Fintellect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Social Investment Manager
✨Tip Number 1
Network actively within the social investment and ESG sectors. Attend industry events, webinars, and conferences to meet key players and learn about emerging opportunities. Building relationships with fund managers and co-investors can give you an edge in identifying potential job openings.
✨Tip Number 2
Stay updated on market trends and regulations related to social investment. Subscribe to relevant newsletters, follow thought leaders on social media, and engage in discussions on platforms like LinkedIn. This knowledge will not only enhance your understanding but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your experience in due diligence, impact evaluation, and risk assessment. Be ready to articulate how your analytical skills have contributed to successful investment decisions in the past. This will showcase your expertise and align with the role's requirements.
✨Tip Number 4
Familiarise yourself with the foundation’s current portfolio and strategic priorities. Understanding their mission and values will allow you to tailor your conversations and demonstrate how your background aligns with their goals. This preparation can set you apart from other candidates.
We think you need these skills to ace Social Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in social investment, impact investing, or fund management. Use specific examples that demonstrate your analytical capabilities and success in managing portfolios.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for social change and outlines how your skills align with the foundation's mission. Mention your understanding of ESG principles and your experience in due diligence and impact evaluation.
Highlight Key Achievements: In both your CV and cover letter, include quantifiable achievements related to portfolio management and stakeholder engagement. This could be successful investments you've managed or partnerships you've developed.
Prepare for Interviews: If invited for an interview, be ready to discuss your previous experiences in detail. Prepare to answer questions about your approach to assessing investment opportunities and how you measure social impact.
How to prepare for a job interview at Fintellect Recruitment
✨Show Your Passion for Social Change
Make sure to express your genuine passion for social impact and change during the interview. Share specific examples of how you've contributed to social investment or impact projects in the past, as this will resonate with the foundation's mission.
✨Demonstrate Analytical Skills
Prepare to discuss your analytical capabilities, especially in relation to due diligence and impact evaluation. Bring examples of past experiences where you successfully assessed investments and how those decisions led to positive outcomes.
✨Know Your ESG Principles
Familiarise yourself with ESG principles and responsible investment strategies. Be ready to discuss how these concepts apply to the role and how you can integrate them into the foundation’s investment strategy.
✨Build Rapport with Stakeholders
Highlight your ability to build relationships and influence diverse partners. Prepare anecdotes that showcase your experience in stakeholder engagement, particularly with fund managers and co-investors, as this is crucial for the role.