Investment Manager – Portfolio

Investment Manager – Portfolio

Full-Time 61500 - 67000 £ / year (est.) Home office (partial)
Jobs via eFinancialCareers

At a Glance

  • Tasks: Manage impact investments and treasury portfolio while driving social change.
  • Company: Join Better Society Capital, the UK's leading social impact investor.
  • Benefits: Competitive salary, hybrid work, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on continuous learning and development.
  • Why this job: Make a real difference by investing in social issues and underserved communities.
  • Qualifications: Experience in investment analysis and a passion for social impact.

The predicted salary is between 61500 - 67000 £ per year.

Department: Investment

Reports to: Investment Director – Portfolio

Direct Reports: N/A

Grade: Manager – Senior

Contract: Full-time, Permanent

Salary: £61,500 - £67,000 depending on experience

Location: Hybrid - London, EC1Y and homeworking

About Better Society Capital

Better Society Capital (BSC) is the UK's leading social impact-led investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK; we do this by investing ourselves and enabling others to invest for impact too. Since 2011, we have helped the social impact investment market grow twelve-fold to over £10 billion. This capital has financed social purpose organisations tackling homelessness, mental health and fuel poverty. BSC manages £634m of its own investments as well as acting as a portfolio manager for the Schroders BSC Social Impact Investment Trust managing its £83m portfolio.

The opportunity

We are recruiting an Investment Manager – Portfolio to take a central role in managing our impact investments at critical points in their lifecycle and our treasury portfolio: actively managing performance, supporting assets as they approach exit, or working through special situations with rigour and strategic judgement. This position offers a significant opportunity to apply investment and financial markets expertise within an organisation where impact, purpose and system change are integral to our mission. You will develop deep impact‑investing capability by working across asset classes, while contributing to the delivery of both financial and social outcomes for investments. You will own portfolio management of a broad and diverse portfolio, including charity bonds and other social impact investments, and build relationships with investee impact fund managers. You will work collaboratively with colleagues across lending, venture, and property teams on high‑impact projects designed to improve outcomes for underserved communities across the UK. Finally, you will assume a leading role in the management of our treasury portfolio, working closely with teams across BSC on performance management and market analysis that feed into how we manage our liquidity.

What you will do

  • Support the delivery of performance management and exiting deals in our portfolio, including support on specific special situations across the portfolio working with the Investment Director – Portfolio and asset class investment teams.
  • Support the active management of exits across the portfolio, working with the Investment Director – Portfolio and asset class investment teams to successfully exit investments.
  • Oversee and embed continuous improvement and learning on special situations and exits.
  • Lead the performance management and manager engagement for our social impact investments, including managing a portfolio of social impact investments towards exit and delivery on financial returns, high social impact and system change goals.
  • Oversee our externally managed charity bond portfolio, engaging with issuers on refinancing where needed.
  • Capture key portfolio learnings that can help improve how we invest to benefit underserved and vulnerable individuals in the UK.
  • Take a leading role in the ongoing management of our largely fixed income treasury portfolio, collaborating with the Middle Office and Finance Teams on performance management and liquidity planning.
  • Collaborate with our external advisor to shape views on market conditions, investment ideas, and report treasury portfolio performance to our Investment Committee.
  • Collaborate with our Middle Office and Finance Teams to effectively manage our liquidity supported by the treasury portfolio.
  • Support strategic initiatives on how we deliver our treasury portfolio, including review of asset allocation, ESG approach, or fund mandates.
  • Help to build a world‑class social impact investment approach and team, including leading and contributing to parts of our practice in collaboration with colleagues across BSC.
  • Contribute to team- and organisational-wide initiatives that help us deliver our mission, such as working groups to improve our approach on key areas.

What you will bring

Qualifications & Experience:

Essential:

  • Demonstrable commitment to improving lives in the UK
  • Experience in fixed income and/or credit analysis, including performing investment analysis, making investment recommendations, monitoring performance and engaging with investees/fund managers.
  • Demonstrable strong quantitative analysis and investment research skills, including through financial analysis, modelling and market research
  • Demonstrable experience in project management
  • Proven relationship building and stakeholder management

Desirable:

  • Work experience in impact investing or sustainable investing
  • Work experience that faces the financial, social or public sector
  • Knowledge of investing in real estate, renewables, venture, or outcome contracts

Skills, Abilities and Attributes

  • Structured thinker – able to deal with complexity and uncertainty
  • Innovative, creative and strategic approach to problem solving
  • Solves problems with multiple stakeholders in an open and empathetic way
  • Collegial team player – flexible and willing to work with and contribute to a team
  • Self-starter – able to work under own initiative and run with new opportunities
  • Relationship management – excellent interpersonal skills and able to build relationships at all levels
  • A confident and effective communicator when writing and speaking
  • Hunger for continued learning and development, including developing others

Core values

  • Purposeful – We are passionate and energetic in our work to bring about our long-term vision of a thriving social investment market that enables positive social impact.
  • Pioneering Spirit – We give our team the autonomy and flexibility to be entrepreneurial and creative. We have the courage to push boundaries and a restless drive for change
  • Openness – We listen, learn, experiment and collaborate. And we are adaptive and flexible in responding to what we learn.
  • Rigorous – We take a rigorous approach in all we do. We expect the highest standards and continually strive for excellence
  • Respectful – We are genuine in both our approach and aspiration. We value each member of our team and our partners for what they bring.

Investment Manager – Portfolio employer: Jobs via eFinancialCareers

Better Society Capital is an exceptional employer, offering a unique opportunity to work at the forefront of social impact investing in a hybrid London setting. With a strong commitment to employee growth, you will benefit from tailored training programmes and hands-on experience across diverse asset classes, all while contributing to meaningful projects that improve lives across the UK. Our collaborative and innovative work culture fosters a pioneering spirit, ensuring that every team member is valued and empowered to make a difference.
Jobs via eFinancialCareers

Contact Detail:

Jobs via eFinancialCareers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Manager – Portfolio

Tip Number 1

Network like a pro! Reach out to people in the investment sector, especially those connected to Better Society Capital. Attend industry events or webinars and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!

Tip Number 2

Prepare for interviews by researching BSC’s impact investments and their recent projects. Show us you’re passionate about social change and how your skills can contribute to their mission. Tailor your responses to highlight your experience in fixed income and credit analysis.

Tip Number 3

Practice your pitch! Be ready to explain why you want to work with BSC and how you can help them achieve their goals. Keep it concise but impactful – we want to see your enthusiasm for improving lives through investment.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Better Society Capital. Let’s make a difference together!

We think you need these skills to ace Investment Manager – Portfolio

Investment Analysis
Fixed Income Analysis
Credit Analysis
Quantitative Analysis
Financial Modelling
Market Research
Project Management
Stakeholder Management
Relationship Building
Communication Skills
Problem Solving
Team Collaboration
Adaptability
Continuous Learning

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Manager role. Highlight your experience in fixed income and credit analysis, and show how your skills align with our mission at Better Society Capital.

Show Your Passion: We want to see your commitment to improving lives in the UK. Use your application to express why social impact investing matters to you and how you can contribute to our goals.

Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that gets straight to the point!

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!

How to prepare for a job interview at Jobs via eFinancialCareers

Know Your Impact

Before the interview, dive deep into Better Society Capital's mission and recent projects. Understand how they tackle social issues and be ready to discuss how your experience aligns with their goals. This shows genuine interest and commitment to their cause.

Showcase Your Analytical Skills

Prepare to discuss specific examples of your quantitative analysis and investment research skills. Bring along any relevant case studies or projects where you successfully performed investment analysis or made recommendations. This will demonstrate your expertise in fixed income and credit analysis.

Build Relationships

Highlight your relationship-building skills during the interview. Be prepared to share examples of how you've effectively managed stakeholders in previous roles. This is crucial for the Investment Manager role, as collaboration with fund managers and teams is key.

Ask Insightful Questions

Prepare thoughtful questions about BSC's future strategies and how they measure success in social impact investments. This not only shows your enthusiasm but also your strategic thinking and understanding of the complexities involved in impact investing.

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