Investment Portfolio Manager - Flexible and hybrid working available
About the role
Since 2016, we have used social investment to finance – directly and via funds - charities and social enterprises that work to solve UK poverty.
Our Investment Portfolio Manager will carry out due diligence and assessment on social investment proposals submitted to us from outside organisations.
You will be ensuring that our investments have a positive impact on the individuals and communities we serve. This also entails evaluating business plans and the financial viability of the organisations that approach us.
As part of this role you also will be monitoring and evaluating the impact and financial performance of our social investments at an individual and portfolio level.
Fulfilling these responsibilities will involve writing reports, undertaking financial modelling and attending meetings with investee organisations and co-investors.
Reporting to the Head of Social Investment, this role sits within the Finance team but involves extensive collaboration with JRF colleagues working in other directorates.
You will need to have solid experience of financial modelling as well as some experience of assessing business plans within a banking, investment or consulting environment or similar role and strong written and verbal communication skills. A demonstrable commitment to the social issues we care about is also essential.
If you have experience of social investment then this would be advantageous, but is not essential.
The Joseph Rowntree Foundation (JRF) is an independent social change organisation working to solve UK poverty. The Joseph Rowntree Housing Trust (JRHT) is a registered housing association and care provider in Yorkshire and the North East. JRF and JRHT are two important influencing organisations with an ambitious agenda for inspiring positive change in the UK in line with our vision of a prosperous and poverty free UK.
If you share our passion, then we’d love to hear from you!
To apply, please upload your CV and supporting letter explaining your motivation for the role and how you think your skills, knowledge and experience makes you the ideal candidate.
Closing date for applications is Thursday 9th June 2022.
Interviews will take place in London or York, in the week commencing 20 June.
This is a full-time permanent position which could be considered on a flexible basis. If you’d like to apply on this basis, please do indicate this on your application.
At JRF / JRHT we are at our best when we’re continually building on trust, showing we care and making a difference – and hope others will do the same. So as life returns to normal, and for those roles which allow it, we’re developing a more blended approach to how and where you work. This means you can expect to work flexibly between the office and home.
Our commitment to Equality, Diversity and Inclusion
At JRF/JRHT we believe in giving everyone an equal chance to succeed. Applications are welcome from all regardless of age, disability, marriage or civil partnership, pregnancy or maternity, religion or belief, race, sex, sexual orientation, trans status or social economic background. We positively encourage applications from those with experience of living in poverty.
We are a Disability Confident Employer. This means that we are committed to the recruitment, progression and retention of disabled individuals. We shall also offer interviews to disabled candidates that meet the minimum criteria for the job. If you have a disability, please tell us if you would like to be considered for an interview under the Disability Confident Scheme.
In support of our approach to flexible working we are happy to receive applications from those seeking full time employment, as well as those who may want to share the role on a part time basis. When making your application, please state whether you want to be considered for either full or part time work and, if part time, the number of hours per week you would be looking for.