Investment Manager

About the team

This is an exciting opportunity to join Impetus' Investment Team and contribute to our mission to transform the lives of young people from disadvantaged backgrounds by making sure they get the right support to succeed in school, work and life. 

The investment team is responsible for selecting charity partners, managing our charity investments and supporting our charity partners to improve and scale their impact. The investment team also leads the Impetus Leadership Academy, a leadership development programme to support talent from ethnic minority backgrounds in the UK youth sector to progress into senior leadership roles. The team is made up of 18 people, including former teachers, charity chief executives, charity

impact leads, management consultants, social investment portfolio managers and impact consultants. 

About the role 

The role of Investment Manager (IM) presents an exciting opportunity to contribute meaningfully to the charities we serve, the team itself, and the whole of Impetus. 

The IM works as an integral part of the Investment Team to help deliver our mission – supporting charities to deepen their impact and scale their outcomes. This role works closely with Investment Directors and other Investment Managers, including both charity-facing support and internal support to the investment team. 

The IM uses analytical rigour, project management and relationship skills to support a portfolio of amazing organisations that, together, will help shift the life chances and outcomes of young people from disadvantaged backgrounds in the UK. 

The IM role works across the portfolio, with the opportunity to work with various charities and Investment Directors, as well as helping to deliver the Impetus Leadership Academy. 

An exciting opportunity to join our dynamic Investment Team. Using your skills to support amazing organisations, that help young people.

Key responsibilities

Investment management 

• Working closely with Investment Directors to support charity partners across all areas of our work - leadership, impact and sustainability - leading specific work streams like impact and/or financial management
• Building trust-based relationships with charity leaders including CEOs, delivery staff and Programme / Impact leads, to become a valued advisor on practice improvement; 
• Working closely with staff at our partners charities, providing guidance, thought partnership and capacity building; 
• Working with Impact teams at charity partners to develop and refine impact management practices; data collection, dashboard development, performance review meetings, programme design and evaluation; 
• Coaching charities' heads of functions (e.g. Director of Impact) to develop as leaders and help drive an impact-led approach within their organisations; 
• Curating pro- bono projects leveraging our large network of corporate volunteers to provide targeted support in key areas for our charity partners (e.g. strategy, marketing advice, financial analysis); 
• Supporting Investment Directors with design and delivery of theory of change workshops, analysing charity impact data, developing and analysing pre-workshop surveys, facilitating workshops; 
• Supporting Impetus’ quarterly peer learning forums for our charity partners, in particular the Impact Forum; 
• Supporting the governance of our investments, preparing reports for Investment and Steering Committees. 

Investment team support

• Supporting/leading the annual cycle of identifying new investments - mapping the landscape of charities in thematic areas (e.g. Apprenticeships and Skills), identifying high potential charities though analysis of key impact and financial data and reviewing the current evidence base
• Playing a key role in due diligence of new charities, reviewing charity information (quantitative and qualitative) and drawing insights about their suitability for investment; This includes considering impact and scale potential, financial stability and developing a business case for investment including identifying risks. Requires strong relationship management with potential charity partners
• Developing knowledge and expertise in Education and Youth Employment, staying up to date on relevant sector developments
• Working closely with the Public Affairs team and ensuring teams are integrated in their thinking and approach – both ensuring we are coordinated in our support to the sector, but also working on cross-team projects that support the wider Employment and Education sectors

Support to the Impetus organisation

• Working collaboratively on Impetus’ public affairs and philanthropy objectives through input into case studies, research and policy campaigns, donor reports and events
• Sharing the learning from our work across the team, across the organisation and externally
• Working within Impetus strategy, policies and procedures

If you don't tick all these boxes, but still feel that you fit the profile, please apply anyway.