Investment Manager at Social Investment Scotland (managed by Careers4Change)

Global Impact Investing Network; Glasgow, City of Edinburgh; On-site; GBP 40,000 - 55,000; Full time

Job summary

A financial intermediary specializing in social impact is looking for an Investment Manager to manage customer investments and identify new opportunities. The ideal candidate has structuring investment experience and an understanding of social enterprises in Scotland. This full-time role includes managing stakeholder relationships and supporting social impact initiatives.

Qualifications

• Transactional experience in structuring investment/loan transactions.
• Ability to help applicants with investment readiness.
• Understanding of the social enterprise sector in Scotland.

Responsibilities

• Manage a portfolio of customer investments.
• Identify and secure new investment opportunities.
• Work with stakeholders and co-investment partners.
• Support market building activities and advocacy.

Skills

Transactional experience in company finance

Ability to assess lending applications

Experience in social sector

Independent working ability

Presentation and meeting skills

Job description

Job title: Investment Manager, Social Investment Scotland

Location: Edinburgh/Glasgow/Central belt of Scotland

Reporting To: Head of Credit and Compliance

Contract: Full time permanent

Date Closes: Monday 24th November

About Social Investment Scotland

Social Investment Scotland (SIS) is a social investment finance intermediary (SIFI) operating across Scotland and beyond. Our mission is ‘to connect capital with communities, to make a real, measurable and sustainable impact upon peoples’ lives’.

Role Purpose

We are excited to offer an opportunity to join SIS as an Investment Manager within our Communities Team, following the retirement of a valued and long-serving colleague. This role is central to our mission and growth, providing leadership at both operational and transaction levels. You will be responsible for appraising new lending opportunities to charities and social enterprises, and for nurturing relationships within our existing portfolio of borrowing customers.

Key Responsibilities

This role is varied and involves being flexible in support of the needs of SIS. The role includes the following key responsibilities:

• Managing a portfolio of existing and new customer investments.
• Support pipeline development opportunities within the team to identify and secure new opportunities; assessing opportunities against investment criteria framework; and progress opportunities through diligence phase, including support for proposals at Credit Committee stage.
• Work closely with the team, in particular the Investment Support Manager to ensure approved yet undrawn commitments are progressed and Conditions satisfied before drawdown.
• Working across the SIS team, while supporting and building a network of stakeholders, supporters, investors, and co-investment partners in line with the strategic vision and mission.
• Support SIS Market Building activities, attending events, and advocating for the work SIS does.

Qualifications

Skills and Experience

We’re looking for someone who brings:

• Transactional / deal experience in company finance with experience of structuring investment/loan transactions.
• Able to assess lending applications and provide support to applicants to help with their own investment readiness.
• Experience of the social sector is desirable but not essential however, applicants should have an appreciation of the work and importance of social enterprise in Scotland and beyond.
• Experience of working on own initiative, without ongoing direct supervision.
• Experience of confidently delivering presentations and participating in meetings.

Personal Qualities

• A demonstrable affinity with the values, mission, and vision of the SIS Group.
• A positive attitude and an ability to find creative and flexible solutions in a growing business.
• Resilient when faced with challenges, deadlines and changing solutions.
• An approachable, empathetic manner, quickly forming trusted relationships with colleagues and partners.

Our strategy to 2030, ‘Building an Impact Economy’, highlights our approach to enabling social and environmental impact through our society and economy. By 2030, we aim to provide 5,000 enterprises with the tools, support, inspiration, and connections to create greater social impact; and to connect 5,000 social entrepreneurs, enterprises and third‑sector organisations with mission‑aligned investment and support.

Since 2001, we have invested £167m in over 570 organisations, primarily in Scotland, but also elsewhere in the UK. Our Impact Reports provide more information about the depth and variety of our work.

The SIS Vision, or ‘north star’ for an impact economy has a number of aims:

• Enterprises will be provided with the tools, support, and inspiration to plan, create and scale their social impact.
• Governments and their agencies can partner with social enterprises in a range of different ways, particularly to enhance delivery of social impact.
• Social entrepreneurs receive aligned investment and support.
• Consumers and businesses can purchase products and services from social enterprises, and
• Investors of all kinds can make purposeful investments for a financial and a social return.

Our values

• Purpose: we are purpose driven – we are committed, innovative and impactful.
• Integrity: we do what we say- we are reliable, honest, and consistent.
• Unique: we embrace the power of difference- we are inclusive, open, and ethical.
• Partnership: we grow strong partnerships- we are collaborative, confident, and respectful.