Investment Director

About the Investment Team

The Investment Team is responsible for selecting portfolio partners, managing our charity investments and supporting our portfolio partners to improve and scale their impact.

About this role

We believe that all young people deserve to succeed in school and in work, whatever their background. As we enter a challenging time with rising inflation and a likely recession, our work feels more vital than ever before. We are pleased to be able to expand our team to support our growing portfolio of charity and non-profit partners, in order to reach and impact more lives. The role of Investment Director presents an exciting opportunity to contribute meaningfully to the charities we serve, the team itself and the whole of Impetus.

The Investment Director (ID) is a key member of the Investment Team, playing a leading role in identifying, assessing, and supporting portfolio partner charities and other non-profit organisations to deepen their impact and scale their outcomes. This role works closely with other Investment Directors and Investment Managers to deliver external facing support to portfolio partners as well as internal projects to support the development of the investment model and portfolio strategy.

Investment Directors use strategic thinking, analytical rigour, and senior relationship skills to support a portfolio of amazing organisations that, together, will help shift the life chances and outcomes of young people from disadvantaged backgrounds in the UK.

Key responsibilities

• Finding high potential charities and non-profit partners for our portfolio
• Identifying potential charitable organisations for investment
• Leading in-depth due diligence process within the scope of a grant round, to assess and build partnership foundations with potential partners – covering leadership and governance, and their impact, scale, and partnership potential;
• Modelling from first contact of origination, our approach to engaged and trust-based investment management support;
• Developing and presenting high quality investment propositions to our Investment Committee.
• Managing partnerships with portfolio partners
• Managing relationships with partner Chairs and CEOs
• Agreeing Service Funding Agreements, including appropriate annual investment milestones to allow for a clear assessment of re-investment potential at end of phase
• Regularly monitoring and assessing partner progress / risks against milestones and making evidence-based recommendations on progression or exit to Leads, Portfolio Director and the Investment Committee
• Escalating key risks on performance, leadership and safeguarding
• Conducting annual partnership review with Sector Leads and partner CEOs
• Working with Impetus Finance colleagues to ensure timely distribution of grant payments, in line with Service Funding Agreements.
• Providing direct support to CEOs and senior colleagues on key strategic topics, using a mix of at least monthly one-to-one meetings and group facilitation to:

• clarify theory of change,
• define long term ambition,
• develop growth strategy
• achieve a step change in the delivery and performance management of outcomes,
• strengthen leadership (individual and collective) and governance capabilities,
• develop path to scale,
• build financial resilience;

Support to Impetus

• Developing expertise about “what works” in the sector through cultivation and use of expert input and engagement as well as investigation into key research and evaluative literature;
• Contributing insights and learning from portfolio work to inform Impetus’ strategy, model and delivery;
• Contributing to internal priorities and working groups (e.g. team strategy discussions, digital improvement initiatives, or equity, diversity, and inclusion)
• Contribute towards Impetus’ public affairs and philanthropy objectives through input into case studies, research and policy campaigns, donor reports and fundraising events
• Sharing the learning from our work across the team, across the organisation and externally working within Impetus strategy and agreed forums
• Engaging in Impetus pro bono, communications, and advocacy events, and engage portfolio partners appropriately in these events.
• Where appropriate, line-managing and supporting Investment Managers on the team to grow and develop, and achieve their project, role and team objectives.

Person specification

Essential

• A commitment to Impetus’ mission.
• Senior level responsibility and a strong track record of building trust-based relationships with senior stakeholders, advising them on key strategic decisions, and challenging them in a respectful and collaborative manner.
• A talent for strategic thinking around complex issues.
• Strong financial acumen and analytical skills.
• Understanding of impact measurement and evaluation fundamentals.
• Tenacity and initiative.
• Ability to flex personal style to needs of charity and leadership.
• Growth mind-set to seek out and act on feedback.
• Proven ability to work independently, and to exercise good judgment.
• Strong planning and time management skills.
• Interest in partnering closely with charities that are doing what it takes to get better.
• A commitment to equity, diversity and inclusion.

If you don't tick all these boxes, but still feel that you fit the profile, please apply anyway.

Desirable

• Experience in the non-profit (charity or social enterprise) sector, through work, as a pro-bono volunteer or Trustee capacity.
• Experience in consulting, investment management, senior charity management, or other in-depth grant making and advisory work.
• Knowledge and expertise in UK education or youth employability sectors.
• Board experience in private, public or third sector.
• Understanding of or experience with commissioning impact evaluations.

How to apply

You will need to:

• Complete the online form (including the equal opportunities monitoring form).
• Upload a comprehensive CV and supporting statement. The supporting statement should be no more than two sides of A4 and should address the criteria in the person specification.
• You should also include the contact details of two referees, one of whom must be your current or most recent employer. Referees will only be approached with your express permission.

As part of our commitment to flexible working we will consider a range of options for the successful applicant. All options can be discussed at interview stage.

The deadline for applications is 23.59 Sunday 22 February 2026

Interviews

First round interviews will take place w/c 02 March 2026. Second round interviews will take place w/c 09 March 2026

You will also be required to provide proof of your eligibility to work in the UK.

Our commitment to equity, diversity, and inclusion

We believe that a diverse workforce leads to an organisation that is more open, creative and gets better results. We want our team at Impetus to represent the diversity of the people and communities we serve. We also want our team to be one where different experiences, expertise and perspectives are valued, and where everyone is encouraged to grow and develop.

We want to reach a diverse pool of candidates. We are happy to consider any reasonable adjustments that potential employees may need in order to be successful.

We recognise the importance of a good work/life balance. We do everything we can to accommodate flexible working, including working from home, working part-time, job shares and other arrangements. Please just let us know in your application or at any stage throughout the process (and beyond) if these are options you’d like to explore.

Impetus is an equal opportunity employer and is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, race, age, disability, religion, belief, sexual orientation or marital status. We value diversity and welcome applications from people of all backgrounds.

Personal Data

Your personal data will be shared for the purposes of the recruitment exercise. This includes our HR team, interviewers (who may include other partners in the project and independent advisors), relevant team managers and our IT service provider if access to the data is necessary for performance of their roles. We do not share your data with other third parties, unless your application for employment is successful and we make you an offer of employment. We will then share your data with former employers to obtain references for you. We do not transfer your data outside the European Economic Area.