At a Glance
- Tasks: Manage impact investments and oversee treasury portfolio for social change.
- Company: Join Better Society Capital, the UK's leading social impact investor.
- Benefits: Competitive salary, hybrid work, and professional development opportunities.
- Other info: Collaborative environment with a focus on continuous learning and growth.
- Why this job: Make a real difference by investing in social issues and improving lives.
- Qualifications: Experience in investment analysis and strong quantitative skills required.
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 everything from homelessness to 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. BSC is about to implement its next five-year strategy, which will offer new opportunities.
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: whether 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 your 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 our investee impact fund managers. You will also work collaboratively with colleagues across our 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.
We invest in our people as seriously as we invest our portfolio. You’ll accelerate your growth through hands-on experience across multiple asset classes, tailored training programmes, direct exposure to our Investment Committee, and collaboration with sector-leading specialists. If you’re passionate about using investment to help improve people’s lives, we want to hear from you.
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 (including, where appropriate, client portfolios) working with Investment Director – Portfolio and asset class investment teams.
- Support the active management of exits across the portfolio (including, where appropriate, client portfolios), working with 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:
- Manage 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, including where needed, engaging with issuers refinancing.
- 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 closely with the Middle Office and Finance Teams, including:
- Manage a portfolio of treasury holdings across fixed income and real assets to ensure delivery of financial returns and sustainability requirements to ensure it ‘does no harm’.
- Collaborate with our external advisor XPS 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 which is supported by our treasury portfolio.
- Support strategic initiatives on how we deliver our treasury portfolio such as the review of our asset allocation, enhancing our ESG approach or reviewing fund mandates.
- Help to build a world class social impact investment approach and team, including:
- Lead and contribute to parts of our impact investing practice and process in collaboration with colleagues across BSC.
- Contribute to team- and organisation-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.
Embody Better Society Capital 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 - Mason Blake in London employer: Mason Blake
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 creativity and autonomy, making it an ideal environment for those passionate about driving positive change.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager - Portfolio - Mason Blake in London
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, especially those connected to Better Society Capital. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by diving deep into the company’s mission and values. Better Society Capital is all about social impact, so think about how your experience aligns with their goals. Be ready to share specific examples of how you’ve made a difference in previous roles.
✨Tip Number 3
Showcase your skills through real-life scenarios. When discussing your experience, focus on quantifiable achievements and how they relate to impact investing. Use metrics to demonstrate your success in managing portfolios or improving financial outcomes.
✨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 genuinely interested in joining the Better Society Capital team. Let’s make a positive impact together!
We think you need these skills to ace Investment Manager - Portfolio - Mason Blake in London
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 social impact investing! Share specific examples of how you've contributed to improving lives or tackling social issues in your previous roles.
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 this exciting opportunity.
How to prepare for a job interview at Mason Blake
✨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 managed investments or performed credit analysis. This will demonstrate your expertise and problem-solving abilities.
✨Build Rapport with Stakeholders
Since relationship management is key for this role, think of ways to illustrate your experience in building and maintaining relationships. Be ready to share stories about how you've effectively engaged with fund managers or stakeholders in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the organisation. Inquire about their upcoming five-year strategy or how they measure the success of their impact investments. This not only shows your enthusiasm but also your strategic thinking.
