Investment Manager - Portfolio

The opportunity

We’re recruiting an Investment Manager – Portfolio to take a leading role in managing our multi-asset Treasury Portfolio and drive forward key elements of our Social Impact Investment Portfolio.

This is an exciting chance for someone to leverage their investment and financial market expertise in an organisation that is driven by impact and systems change to improve people’s lives. You’ll have the opportunity to gain core impact investing knowledge and skills by working across our portfolio of social impact investments including charity bonds, driving financial and impact outcomes for funds nearing exit, and partnering with our lending, venture and property teams on high-impact projects and investments.

You’ll be able to engage directly with diverse fund managers in our Treasury Portfolio, take an active role in liquidity management working alongside colleagues across BSC, and present performance insights to our Investment Committee, supported by our external advisor XPS.

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

Take a leading role in the ongoing management of our multi-asset Treasury Portfolio, collaborating closely with the Middle Office and Finance Teams, including:  

• Lead the investment analysis, performance monitoring and manager engagement for our treasury holdings across fixed income, real assets and multi-asset funds
• Lead Treasury Portfolio performance reporting including to our Investment Committee, working closely with the Middle Office and Finance Teams.
• Collaborate with our external advisor XPS to shape views on market conditions and investment ideas.
• Participate in monthly liquidity meetings led by the Finance Team to support active liquidity management.
• 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.

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.

Partner with our property, venture and lending teams to provide additional support on portfolio projects as required, including for special situations and market or sector analysis

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 public markets and/or fixed income, including performing investment analysis, making investment recommendations, monitoring performance and engaging with investees / fund managers.
• Demonstrable knowledge and application of macroeconomic analysis and drivers of investment performance
• Demonstrable strong quantitative analysis and investment research skills, including through financianalysis, 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 credit, 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 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

Embody Better Society Capital core values

Ø  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.

Ø  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

Ø  Openness - We listen, learn, experiment and collaborate.  And we are adaptive and flexible in responding to what we learn.

Ø  Rigorous - We take a rigorous approach in all we do.  We expect the highest standards and continually strive for excellence

Ø  Respectful - We are genuine in both our approach and aspiration.  We value each member of our team and our partners for what they bring.

Don’t meet every requirement? Studies have shown that women and people from racialised communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

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. We hope that this working pattern encourages Better Society Capital employees to achieve a healthy balance between work and personal life, as we adapt to the needs of our diverse workforce.

Right to work: We will consider employment sponsorship for this role for successful candidates

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 (e.g. people from LGBTQIA+, racialised, disabled, or under-served communities).

We are an equal opportunities employer with an inclusive environment where all employees can contribute to their fullest potential. We want every colleague to be able to deliver their work with dignity, equality, comfort and independence. Our office is fully accessible with step-free access and an open-plan set up. We are open to accommodation requests regarding assistive technologies, accessibility tools, flexible working or any other reasonable adjustments that will make working or visiting here more accessible for you. If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch with Krystle De Guzman (Talent Acquisition & Development Officer) on kdeguzman@bettersocietycapital.com