Investment Portfolio Manager

Investment Portfolio Manager

We are looking for an Investment Portfolio Manager to manage our growing portfolio of social investments and grants.

This is a brilliant opportunity to join our growing team with a mission of transforming the provision of financial services for people in vulnerable circumstances.

This role offers hybrid and flexible working.

Position:Investment Portfolio Manager

Location: London/Hybrid

Salary: £53,000 – 57,000 per annum, pro rata

Hours: Full time however we are very open to applicants seeking part-time (4 days per week or more) and are supportive of and open to flexible working

Closing Date: Monday 12 February 2024 (closing: 12pm). We would recommend that if you are wanting to apply for this role, that you submit your application as soon as possible as we could close this advert sooner than the closing date stated above.

Interview Date: w/c 19 February and w/c 26 February

About the Role

At Fair4All Finance we are making direct social investments (£38m+ to date) into community finance providers and social fintechs to support their growth and future sustainability, as a key part of our strategy to scale up the provision of affordable credit. In 2024, we expect to deploy £5-10m in grants and social investments, including through our recently-launched Community Finance Resilience Fund.

This role will be a mix of portfolio management including regular social impact and financial reporting, directly managing some investments, and some due diligence on new social investments.

In this role your focus will likely be split across some key areas of work:

• Portfolio management 50%
• Investment due diligence 30%
• Other 20%, lead on strategically important aspects of our wider work as needed and manage a small team

About You

We are looking for an experienced Investment Portfolio Manager with good commercial acumen, strong written and verbal communication skills, excellent organisational skills and good attention to detail. You will be passionate about our mission and will build excellent relationships across the team including supporting junior colleagues' career development.

We are interested in hearing from candidates whose experience is social investment, investment management, tech for good, banking sectors; or highly experienced grant managers who have direct investment experience.

You will have the opportunity to influence our approach and processes as our social Investment Portfolio matures and grows - having a profoundly positive impact on financial inclusion.

To be successful, your experience and capability will include:

• Strong investment or grant portfolio management background
• Direct experience of managing commercial investments into SMEs and/or impact investments into social enterprises. This experience may be from the private, social and/or public sector
• Good commercial acumen, strong analytical skills and excellent attention to detail
• Evidence of strong oral and written communication skills and self-assurance working alongside senior stakeholders

Why work at Fair4All Finance

Fair4All Finance is a not for profit organisation founded in 2019 to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

There are at least 17.5m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services. That’s nearly a third of all adults in the UK.

We are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.

Our vision is of a society where the long term financial wellbeing of all people is supported by a fair and accessible financial sector.

Our Benefits include:

Financial Security:

• Pension, group life assurance, critical illness, and income protection, family leave
• Wellbeing:
• 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme)

Applications are welcome from people of any age, sex, gender identity, disability, marriage or civil partnership, pregnancy and maternity, religion or belief, race, sexual orientation, transgender status or social economic background. We are determined to ensure that all team members and applicants receive fair and equitable treatment or are not disadvantaged by any inappropriate conditions or requirements being placed on them.

We are happy to consider any reasonable adjustments that potential team member may need to be successful.

Other roles you may have experience of could include Investment Portfolio Manager, Investment Portfolio, Investment Portfolio Manager Lead, Social Investment, Investment Management, Banking, Grants, Grant Manager, Grants Manager.

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.