Investment Manager

Do you want to lend with purpose? With CAF’s social investment team you have the ability to critically appraise social impact models and direct repayable capital towards organisations creating social good.

We’re looking for a talented Investment Manager to join our Social Investment Team at Charities Aid Foundation (CAF).

What you’ll do

At CAF, every one of us contributes to our impact, and as our Investment Manager you too will play an integral part in what we do.

You’ll work as part of the Social Investment team lending and managing philanthropic capital to social purpose organisations – building a more resilient social enterprise sector and greater impact outcomes. You’ll develop a pipeline of opportunities and will be responsible for critically analysing potential investments through a social and financial lens, and present your written recommendation to our impact committee.   You’ll also manage a proportion of our existing portfolio - developing relationships, anticipating changes and identifying trends to proactively manage risks and grow new opportunities.

As our Investment Manager you will:

• Work as part of the team building pipeline, assessing new social investment opportunities
• Undertake due diligence and provide written recommendations to our impact committee
• Ensure that social impact and financial risk are balanced appropriately across new and existing clients
• Manage the post deal approval process, liaising with internal teams to ensure successful deployment of funds
• Actively monitor a proportion of the social investment portfolio, preparing financial forecasts, social impact case studies and identify opportunities for future growth across the CAF services
• Work collaboratively with our stakeholders, partners and clients; and contribute to how we can evolve our products, processes and service

Who you’ll be

This role is for you if you have experience of working in a financial, business or charity environment or have relevant transferable skills and are keen to make a difference to society.

We are looking for:

• Strong financial skills and highly numerate
• A strong track record of lending, assessing financial data, or grant-making
• A good understanding of impact-focussed social investment
• A passion for supporting social enterprises, charities and community groups of all shapes and sizes and the ability to understand and empathise with a range of social needs and charitable activities
• A proven ability to manage multiple activities
• Self-motivated with the ability to thrive in a busy, collaborative team, demonstrating adaptability and flexibility
• The ability to confidently develop new relationships and working with a range of stakeholders
• Committed to continuous professional development

What's in it for you

At CAF you will receive:

• Permanent hybrid ways of working where roles allow
• Six weeks holiday plus bank holidays
• A wide range of development opportunities to support personal and professional growth
• Pension scheme with better-than-market employer contribution options
• Social impact benefit schemes

About CAF

At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.

We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.

Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.

If you are interested in joining us as our Investment Manager and being part of an organisation who are people focused and are “Together Building Opportunity” please click on the apply button and you will be redirected to CAF jobs portal where you can find out more about the position and apply.

We would love to hear from you!

Job Reference: MM096