Investment Manager - Portfolio in London

Investment Manager - Portfolio in London

London Full-Time 61500 - 67000 £ / year (est.) Home office (partial)
South West Community Chaplaincy

At a Glance

  • Tasks: Lead social impact investments and manage relationships with fund managers for positive change.
  • Company: Join Better Society Capital, the UK's top social impact investor.
  • Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
  • Other info: Diverse and inclusive workplace committed to employee well-being.
  • Why this job: Make a real difference in people's lives while developing your investment skills.
  • Qualifications: Passion for social impact and experience in investment analysis required.

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

About Better Society Capital (BSC): 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 2012, we have helped grow the UK's social impact investment market thirteen-fold, to more than £11 billion, proving that impact investing can scale when social outcomes and investment opportunity are genuinely aligned. We have committed more than £1 billion of our own capital to social impact investments and today hold a live portfolio of over 100 across the UK, primarily made into funds spanning early-stage and mature positions, all working towards lasting impact for the people and communities they serve. We're now delivering our 2026–2030 strategy: mobilising £20–30 billion in capital to positively impact 15–20 million lives across the UK over the next decade.

The Opportunity: We are recruiting an Investment Manager – Portfolio to take a leading role in the delivery of our existing portfolio including on special situations and exits. You will take ownership of performance and manager relationships across a broad portfolio of social impact investments. You will build relationships with senior leaders at our fund managers and take responsibility for how these investments perform against their financial, social impact and systems change goals. You will also oversee several treasury holdings, held for financial return and sustainable outcomes, that support how we manage liquidity.

What you will do:

  • Lead the performance management and manager relationships for a portfolio of social impact and treasury investments.
  • Manage a portfolio of social impact investments towards exit, delivering on financial returns, high social impact and systems change goals, including our charity bond investments and direct investments into or with fund managers.
  • Share portfolio learnings that improve how we invest to benefit underserved and vulnerable individuals in the UK.
  • Manage several treasury fixed income holdings alongside your primary social impact portfolio, overseeing performance of our externally managed mandate and contributing to strategic treasury initiatives such as asset allocation and ESG approach.
  • Take the lead on special situations and exits.
  • Contribute to the management of our multi-asset portfolio.
  • Help lead the next phase of our market-leading impact investment approach.

What you will bring– Qualifications & Experience

Essential:

  • A passion and demonstrable commitment to improving lives in the UK.
  • Investment experience including analysis, recommendations, monitoring performance and engaging with investees, issuers or fund managers.
  • Strong quantitative analysis and investment research skills, including financial analysis, modelling and market research.
  • Work experience that faces the financial, social or public sector.
  • Proven relationship-building and stakeholder management.

Desirable:

  • Exposure to fixed income or credit analysis (we will support you here if needed).
  • Work experience in social impact investing or sustainable investing.
  • Proven project management skills.
  • Knowledge of investing in real estate, renewables, venture, or outcomes 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 source 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.

How to Apply & Interviews:

Closing Date: Wednesday 12th August at Midnight. Please apply via Applied which is designed to minimise unconscious bias in recruitment. You will be asked to provide your CV and a short-written answer. Your CV and answer will be anonymised before being reviewed by the hiring panel.

We are a Disability Confident Committed employer. Disabled applicants who meet the essential criteria will be considered for an initial screening interview. If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch.

Other terms: Location: We are a UK-based business with an office in the Old Street area of London, accessible via a number of public transport links. Colleagues typically spend 40% - 60% of their working hours in the office, and the remainder from home. However, the exact requirements for this role can be discussed at interview.

Right to work: Unfortunately we are unable to offer visa sponsorship for this role. Applicants must have the right to work in the UK at the time of application and for the duration of employment.

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.

Investment Manager - Portfolio in London employer: South West Community Chaplaincy

South West Community Chaplaincy is an exceptional employer, offering a supportive work culture that prioritises employee wellbeing and growth. As a Housekeeping Assistant at Galanos House, you will enjoy flexible hours, generous holiday allowances, and a fulfilling role that directly contributes to the quality of life for residents in Southam, Warwickshire.

South West Community Chaplaincy

Contact Details:

South West Community Chaplaincy Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Manager - Portfolio in London

Get Involved in Finance Communities

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Utilise Networking Platforms

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Show Off Your Financial Skills

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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 South West Community Chaplaincy, 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 Investment Manager - Portfolio in London

Investment Analysis
Performance Management
Stakeholder Management
Quantitative Analysis
Financial Modelling
Market Research
Relationship Building

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 South West Community Chaplaincy want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

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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 South West Community Chaplaincy will be keen to see that passion and how you keep up with industry news and developments.

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How to prepare for a job interview at South West Community Chaplaincy

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.

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Discuss Your Long-Term Career Goals

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