Investment Portfolio Manager

The Joseph Rowntree Foundation (JRF) is an independent social change organisation working to support and speed up the transition to a more equitable and just future, free from poverty, where people and planet can flourish. We make grants and invest extensively in projects and partner organisations which are working to achieve the same goals. Through research, policy, collaboration and practical solutions, JRF aims to inspire action and change that will create a prosperous UK without poverty.

Since 2015, JRF has allocated 5% of its endowment for social investments - providing flexible, repayable funding to support organisations which further our mission. To date, we have committed £16.5m across a portfolio of 40 individual investments into social enterprises and impact funds. More recently, JRF has begun to explore how we can extend principles and learnings from our social investment work into new blended finance approaches, as well as in managing our wider endowment. In 2025, we aim to actively take forward this expanded range of activities and increase the pace of growth in our social investment portfolio supported by a larger team.

Hence we are looking to grow our team from three to five dedicated professionals including the addition of a third Investment Portfolio Manager. This is a full-time role (35 hours per week) based in York or London (including a hybrid work option) and offers a salary of £54,163.20 (plus £5,000 London weighting if applicable).

Key responsibilities include:

• Portfolio Management: monitoring investees' impact and financial performance to manage risk and outcomes.
• Making Investments: carry out due diligence, assess and make recommendations on SI proposals. This involves working closely with applicants, colleagues and co-investors.
• Reporting and Sharing Learnings: preparing papers on the portfolio and new proposals for internal management and governance, and for external and internal sharing of learnings.

Essential Qualifications include:

• Experience assessing business plans and financial models, such as the review of budgets, cashflow forecasts and other financial information and an understanding of the implications of these models on the business. This is a core competency of the role and may come from a background in finance, accountancy, business consultancy or another analytical field.
• Knowledge and experience of data collection and analysis
• Strong working knowledge of Excel, including ability to review financial models and conduct scenario analysis
• Analytical skills and the ability to present information in a simple way
• Good written and verbal communication skills
• Good influencing and networking skills, with proven ability to work with others to achieve results
• Ability to prioritise and respond flexibly to work demands
• Ability to work on own initiative and to work closely as part of a small team
• Good interpersonal skills - the ability deal in a helpful, friendly and professional way with people from a range of backgrounds
• Strong interest in social investment and social enterprise
• Understanding of, commitment to and empathy with the work of JRF

How to apply

If you share our passion and this role sounds like you, then we’re looking forward to hearing from you. Please submit your CV and supporting information via our online application form by clicking Apply!

Closing date for applications is 2nd March 2025.

Interviews will be held in person in London on Tuesday 25th March, or in York on another day in the week commencing 24th March.

We reserve the right to bring the closing date forward should enough quality applications be received prior to the current closing date.