Investment Portfolio Manager

Based: York or London

Salary: £50,000 - £57,000 per annum (plus London Weighting if relevant)

Hours: 35 hours per week

Term: Permanent

About the Role

The Joseph Rowntree Foundation (JRF) has established an exciting new role to support the development and implementation of a new investment strategy and policy. It’s a role that will also be central to managing the performance, reporting and engagement activities for our c.£450m investment portfolio.

Reporting to the Head of Investment, you’ll be responsible for portfolio management; overseeing operational activities across the portfolio, monitoring and analysing day to day investment performance as well as building fund manager relationships and engagement on mission-aligned issues. You’ll prepare reports on portfolio performance and engagement for the Investment Committee and Trustees and ensure the investment portfolio values, performance and fees are reflected accurately in the management accounts and annual accounts and report. You’ll also support and inform the development of JRF’s new investment strategy and policy through work with colleagues across JRF, external advisors, IC members and Trustees.

About You

We’re looking for someone who has experience in a relevant investment related role, analysing and reporting on investment fund and portfolio performance. With strong analytical skills and the ability to present information in a simple way, you’ll have good knowledge of financial markets and be familiar with data collection and analysis, including long term projections and investment metrics. We’d like you to have experience and knowledge of a wide range of asset classes and of working with fund managers and have experience of responsible investment and shareholder activism.

Direct experience or close knowledge of impact investing is desirable, as is experience in the charity or foundation sector. Experience of private equity funds would also be advantageous.

About Us

JRF is a renowned independent social change organisation committed to solving poverty and creating a fairer society. With over 100 years of history, our mission is to support and speed up the transition to a more equitable and just future, free from poverty, in which people and planet can flourish.

How to Apply

To find out more about the role or to apply, please click Apply now to follow the instructions.

The closing date for applications is Monday 21st August 2023.

Interviews will be held in London and York on the 7th and 8th September 2023.

Equality, Diversity & 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 people 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 who 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.