Senior Investment Manager (London and South)

Senior Investment Manager (London and South)

Full-Time 41065 - 47096 £ / year (est.) On-site
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At a Glance

  • Tasks: Manage and deliver investment activities for heritage projects across London and the South.
  • Company: Join the National Lottery Heritage Fund, the UK's largest heritage funder.
  • Benefits: Competitive salary, hybrid working, and a commitment to inclusivity.
  • Other info: Flexible working options available; part-time roles considered.
  • Why this job: Make a real difference in preserving heritage for future generations.
  • Qualifications: Experience in investment management and a passion for heritage.

The predicted salary is between 41065 - 47096 £ per year.

The National Lottery Heritage Fund is the largest funder for the UK’s heritage, with a vision for heritage to be valued, cared for, and sustained for everyone, now and in the future. We believe in the power of heritage to ignite the imagination, offer joy and inspiration, and to build pride in place and connection to the past. Our mission is to use our expertise to support and champion the UK’s heritage and demonstrate the transformative potential of National Lottery funding through delivering our new strategy Heritage 2033.

We are currently recruiting for a Senior Investment Manager on a permanent contract based in either our Exeter or London office (Hybrid Working). We welcome applications from candidates seeking full-time or part-time work, as this role can be offered as one full-time position or two part-time positions. For part-time applicants, we are flexible but ask for a minimum of three days per week. Let us know your preferred pattern when applying.

The purpose of this role is to work as part of the Investment Team to manage and deliver investment activity across the London and South area. This includes:

  • Assessing and monitoring a wide range of applications and projects, particularly those that are complex and large scale.
  • Providing advice and guidance to grantees.
  • Participating in outreach activities.
  • Contributing to the wider work of the London and South team.

This role is likely to include line management of one or two people. If you are excited about helping ensure that heritage is inclusive and accessible to everyone, for now and future generations, then we want to hear from you.

If you would like a short conversation to find out more about the role, please contact Tamalie Newbery, Head of Investment, at Tamalie.Newbery@heritagefund.org.uk to arrange a time to speak. Please make your request with as much notice as possible.

Applications close on 3 December 2025. Interviews are expected to take place on 16 December 2025.

Our Values

Our Values and Behaviours sit at the heart of our work and are central to how we recruit. How you demonstrate our Values is just as important to us as your skills and experience:

  • Inclusive of all aspects of heritage, people, and communities.
  • Ambitious for our people, communities, and heritage.
  • Collaborative by working and learning together.
  • Trusted for our integrity, expertise, and judgement.

Flexible Working

The National Lottery Heritage Fund has offices all over the UK and we champion a flexible approach to working where this supports our business needs. We have formally adopted a hybrid working approach. This means that most employees will work from their contracted Heritage Fund office twice a week at minimum. Time spent on site visits to projects or other meetings based at another Heritage Fund or external office are counted as part of those two days. The other days in the week employees may work from home.

Disability Confident Employer

We guarantee to interview all disabled applicants who meet the minimum essential criteria for every vacancy. We always endeavour to make reasonable adjustments and special requirements can be discussed and arranged before an interview. The National Lottery Heritage Fund pledges to provide an inclusive working and learning environment for our people which prioritises fairness, equality, diversity, and inclusion as well as dignity and respect for all. We will create a workspace where intimidation, discrimination, harassment, bullying, and victimisation are not tolerated and actively prevented and opposed.

Senior Investment Manager (London and South) employer: The National Heritage Memorial Fund

The National Lottery Heritage Fund is an exceptional employer that champions inclusivity and community engagement, making a meaningful impact in the West Midlands. With a supportive work culture that values employee development and offers hybrid working options, staff are encouraged to grow their skills while contributing to vital heritage projects. Join us to be part of a team that not only values your input but also empowers you to make a difference in the community.

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Contact Details:

The National Heritage Memorial Fund Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Investment Manager (London and South)

✨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 The National Heritage Memorial Fund, 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 The National Heritage Memorial Fund.

✨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 The National Heritage Memorial Fund.

✨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 The National Heritage Memorial Fund, 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 Senior Investment Manager (London and South)

Investment Management
Project Assessment
Monitoring and Evaluation
Advisory Skills
Outreach Activities
Line Management
Collaboration

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 The National Heritage Memorial Fund 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 The National Heritage Memorial Fund.

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 The National Heritage Memorial Fund 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 The National Heritage Memorial Fund. Numbers speak louder than words!

How to prepare for a job interview at The National Heritage Memorial Fund

✨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 The National Heritage Memorial Fund 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 withThe National Heritage Memorial Fund.