Investment Manager

Permanent
Full time (part time may be considered)

A new opportunity for an Investment Manager to join our Impact Investment Team, based in our Leeds office.

This is a full-time role based in our Leeds Office, with a minimum of 2 days per week in-office. We will, however, consider part-time applications. This role reports to the Senior Investment Manager. Occasional travel to our London (Vauxhall) office may be required.

The Investment Manager will play an important role in our Fund Management team. Supporting the CEO and Senior Investment Manager, you will work across the full fund management lifecycle, both fund development and fund operations. We currently manage £15m under three impact investment funds, focused on community sport, physical activity and facilities, and are in the process of developing new funds.

You will work primarily across our existing portfolio and new fund development with responsibilities include:

• Supporting fundraising for new funds, including preparation of pitch decks and investment memoranda.
• Managing investor relations and responding to investor queries.
• Supporting investor negotiations, including preparation of term sheets and liaison with legal advisors during investment structuring.
• Managing due diligence processes, including commercial and legal due diligence, reviewing constitutional documents, funding agreements and security arrangements.

• Preparing investment proposals for Investment Committee review, including financial modelling and impact assessment.
• Conducting investee reporting and reporting to funders and Investment Committees.
• Actively managing underperforming investments, including engagement with investees and development of recovery plans.
• Managing our online loan management software and maintaining accurate investment records.

We are looking for candidates with relevant experience rather than a specific qualification. Relevant experience may include:

• A minimum of three years’ experience in social investment, impact investment, corporate finance, management consultancy or a related field, with demonstrable exposure to investment processes and fund management.
• Investor relations experience, including managing relationships with institutional and impact investors, producing investor reports and fund updates, and responding to investor queries.
• Experience producing high-quality investor materials, including pitch decks, investment memoranda and impact reports, to a standard suitable for institutional audiences.
• Ability to support investor negotiations, including drafting and reviewing term sheets, heads of terms and investment agreements, and liaising effectively with legal advisors.
• Understanding of commercial and legal due diligence processes, including reviewing constitutional documents, funding agreements, security arrangements and legal structures relevant to social investment transactions.
• Strong financial and commercial skills, including rigorous financial due diligence, business plan assessment, financial modelling and making recommendations to an Investment Committee.
• Strong writing capability and presentation skills.
• Analytical and numerate, with proficiency in Microsoft Office (especially Word, PowerPoint and Excel) and financial modelling.
• Understanding of business finances and the drivers behind profitability.

We do not expect candidates to possess all these skills and competencies; importantly, what we are looking for is someone who can show how their skills and experience could be adapted to fit this profile, if/where there are gaps.

We strongly encourage applications from a variety of candidates - we believe that different experiences result in increased…