At a Glance
- Tasks: Support investment governance and coordinate key performance cycles while leveraging technology.
- Company: Join a diverse team at Better Society Capital, focused on social impact investment.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Inclusive workplace committed to diversity and personal growth.
- Why this job: Make a real difference in social impact while developing your project management skills.
- Qualifications: Experience in project management or administrative support, with a passion for social impact.
The predicted salary is between 29700 - 36300 £ per year.
Location: Hybrid - London, EC1Y and homeworking
Seniority: Junior
Department: Investment (Impact Investment Management team)
Contract: Permanent, Full time
What you will do:
- Investment office (around 70%)
- Working closely with the Project Manager, Investment, you will:
- Help set up and communicate our annual investment calendar and lead the administration of key investment performance cycles and events throughout the year leveraging technology.
- Coordinate workflows for our Investment and Performance Committee, executive Investment Review, Board meetings and Portfolio Progress Meetings with fund managers.
- Use our systems to track portfolio requirements across all investments, such as checklists and follow-up actions, and elevate where needed.
- Over time, project manage discrete parts of our governance and investment calendar.
- Team Operations
- Produce management information to support team and resource planning.
- Support recruitment and onboarding so every new joiner has a consistent, high quality experience.
- Manage diaries for the Chief Investment Officers and help senior colleagues arrange complex internal and external meetings, leveraging technology.
- Organise team meetings, away days and travel.
- Manage incoming email and telephone enquiries, responding or routing to colleagues as needed.
- Maintain the Investment Group’s relationship information in Salesforce CRM, Notion and our intranet.
- Coordinate the Investment Group's learning resources, training schedule and external bookings.
- Across BSC
- Work with support colleagues across BSC to share best practice and provide cover as required.
- Participate in at least one ‘BSC Citizenship’ activity, helping to make BSC a great place to work.
- Change and projects (around 30%)
- Help develop and roll out project management systems and tools for the team, working with colleagues across BSC.
- Support the adoption of new technology, including AI, across the Investment Group, helping colleagues use it well and identifying where it can improve how we work.
- Help map and improve investment processes, spotting where things can be simpler or faster.
- Project manage our twice-yearly Foundations of Social Investment Programme for internal and external participants, building knowledge and networks across the sector.
What you will bring:
- Qualifications & Experience
- Project management or administrative support in a busy, varied role, balancing competing priorities.
- Supporting committees, including collating papers and liaising with members.
- Working as part of a team and building relationships with stakeholders at all levels.
- Actively engaging with technology to improve efficiency and quality, including the use of AI.
- Working in financial services, charities or social enterprises, or a clear interest in social impact.
- Using platforms such as Salesforce CRM, Slack and Notion.
- Skills, Abilities and Attributes
- Highly organised, prioritises effectively and takes ownership of tasks.
- Accurate, with close attention to detail.
- Structured and efficient in managing processes and solving problems.
- Clear, confident communicator in writing and in person.
- Collaborative, building strong working relationships internally and externally.
- Proactive and enthusiastic, spotting ways to do things better.
- Good judgement, discretion and integrity.
- Curious, keen to learn and thrives in a varied role.
Equity, Diversity and Inclusion:
Better Society Capital is committed to being a diverse organisation that is truly representative of the communities we serve. We therefore welcome applications from candidates of all backgrounds, particularly those under-represented in the social impact investment sector (e.g. people from LGBTQIA+, racialised, disabled, or under-served communities).
We are an equal opportunities employer with an inclusive environment where all employees can contribute to their fullest potential. We want every colleague to be able to deliver their work with dignity, equality, comfort and independence. Our office is fully accessible with step-free access and an open-plan set up. We are open to accommodation requests regarding assistive technologies, accessibility tools, flexible working or any other reasonable adjustments that will make working or visiting here more accessible for you.
Project Officer - Investment employer: Be Applied Ltd
Historic England is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional growth. With a competitive benefits package, including generous leave policies, wellness programmes, and opportunities for mentoring, employees can thrive in a hybrid working environment in London while contributing to the vital mission of preserving heritage for future generations.
StudySmarter Expert Advice🤫
We think this is how you could land Project Officer - Investment
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Be Applied Ltd, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Be Applied Ltd.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Be Applied Ltd.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Be Applied Ltd, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Project Officer - Investment
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Be Applied Ltd want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Be Applied Ltd.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Be Applied Ltd will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Be Applied Ltd. Numbers speak louder than words!
How to prepare for a job interview at Be Applied Ltd
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Be Applied Ltd want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBe Applied Ltd.