Joseph Rowntree Foundation

Investment Portfolio Manager

Since 2016, we have used social investment to finance – directly and via funds - charities and social enterprises that work to solve UK poverty.

Annual salary - up to £48k depending on experience

In addition to the annual salary, a London weighting allowance of £5k will be paid if based in London

Hours - Full time, 35 hours per week (willing to be flexible)

Term - Permanent

About the role

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.

About you

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.

About us

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!