Investment Manager

We are recruiting an Investment Manager to support the work of the Investment Team. This is an exciting time to join the heritage sector’s only dedicated social investor, with managed loan and community share funds of over £18m and an expanding portfolio of 60+ clients. The Team is friendly and supportive, and we would love an enthusiastic and experienced Manager to join us and help to grow our portfolio still further, supporting social enterprises and community businesses to deliver positive environmental, placemaking, economic and social impacts through the re-use of heritage.

You can find more details of the AHF and some examples of the impact of our work at:

www.ahfund.org.uk

Jubilee Pool | The Architectural Heritage Fund (ahfund.org.uk)

An impressive FEAT! Silverburn Flax Mill progresses into the next stage of regeneration | The Architectural Heritage Fund (ahfund.org.uk)

Overall purpose of the role

• To identify and secure new lending opportunities through the Heritage Impact Fund (HIF) and AHF endowment.
• To manage existing and new clients in the AHF portfolio.

Specific Duties and Responsibilities

• Working with the Investment Team and other members of the AHF, to source and develop new lending business, spanning deals from £30,000 to £500,000+.
• Convert investment opportunities into drawn investments, appraising applications – including both financial and impact analysis – conducting due diligence and presenting and supporting recommendations to the AHF’s Credit Panels.
• Alongside the wider Investment Team, be responsible for the day-to-day management of the client portfolio.
• Analysing client reporting and providing reports and risk assessment to the Head of Investment, recommending appropriate action where required.
• Supporting the Chief Executive and the Head of Investment to grow the AHF’s funds for lending and to maximise income from existing sources, including establishing and maintaining constructive relationships with social investors, statutory and charitable funding bodies.  
• Forging beneficial and enduring connections with other social investment and heritage sector organisations, funders, and advice providers, expanding the AHF’s network.
• Working with the Head of Investment to ensure all other staff members of the AHF play an active role in promoting and supporting AHF’s lending programmes.
• Contributing to the delivery of AHF’s communications and social media strategy, including providing content for AHF publications and website.
• Assisting the Head of Investment to meet the reporting requirements of various funders.

Person specification

Essential

• Enthusiasm for social enterprise, heritage and the built environment.
• Experience of either business development or portfolio management with either a social investor or financial institution such as a commercial bank or similar, or grant funder.
• Experience of deal origination, assessing and analysing business plans, annual reports and accounts, cashflows and project plans.
• An understanding of the general principles of lending, risk and risk mitigation, and traditional forms of security.
• Experience of analysing and evaluating information, particularly financial information, from a wide variety of sources and presenting it in an appropriate format to a variety of audiences.
• Highly numerate with effective written and oral communication.
• Excellent interpersonal, influencing, negotiating and communication skills.
• A team player with an ability to multitask, work flexibly, and willingness to learn new skills.
• Excellent attention to detail and able to prioritise effectively.
• Good IT skills.
• Good understanding of how Equality, Diversity and Inclusion contributes to an organisation’s success.

Desirable 

• Educated to degree level or equivalent.
• An understanding of property and associated contracts, related legal issues and experience of liaising with legal firms.
• Working knowledge of concepts of social impact, including monitoring and evaluation.
• Experience of working within a charity or voluntary sector organisation.

Commitment to diversity

In accordance with our commitment to promote equality of opportunity and diversity across all of our areas of work, we particularly welcome applications from people from black, Asian and minority ethnic communities, disabled people and younger people, who are currently under-represented within AHF.

How to apply

If you would like to apply for this post please send a CV and a covering letter no longer than one side of A4 (by email only) that demonstrates your suitability for the vacancy to [email removed - click apply for more details]. Your application should reach us no later than 5 p.m. on 24th June. Should you require any further information please do not hesitate to contact Oliver Brodrick-Ward at [email removed - click apply for more details] / 020 7925 0199.

If shortlisted for interview, we will be in touch with you by 30th June. However, we are a small charity and, due to the volume of applications we anticipate, we regret that we will be unable to provide feedback if you are not shortlisted.