Project Officer - Investment

Better Society Capital; Greater London; Hybrid; GBP 40,000 - 56,000; Full time

Job summary

Better Society Capital is seeking a highly organised professional to join the Investment Group as a coordinator. You will help run the investment calendar, governance cycles, and support team operations, including recruitment and onboarding, diaries, and CRM management.

You will also drive change projects, adopt new technology such as AI, and map investment processes, contributing to the Foundations of Social Investment Programme.

Qualifications

• Project management or administrative support in a busy, varied role, balancing competing priorities.
• Supporting committees, including collating papers and liaising with members.
• Working as part of a team and building relationships with stakeholders at all levels.
• Actively engaging with technology to improve efficiency and quality, including the use of AI.
• Working in financial services, charities or social enterprises, or a clear interest in social impact.
• Using platforms such as Salesforce CRM, Slack and Notion.

Responsibilities

• Investment office (around 70%): coordinate annual investment calendar and governance cycles; track portfolio requirements; produce management information; support team operations (diaries, recruitment, onboarding).
• Team Operations: support recruitment and onboarding; manage diaries for executives; organise meetings and travel; manage inquiries; maintain CRM and intranet; coordinate learning resources.
• Across BSC: share best practices; participate in BSC Citizenship activities.
• Change and projects (around 30%): develop and roll out project management systems; adopt new technology including AI; map and improve investment processes; project manage Foundations of Social Investment Programme.

Skills

Project management

Administrative support

Stakeholder liaison

AI adoption

Tech-enabled efficiency

Salesforce CRM

Slack

Notion

Tools

Salesforce CRM

Slack

Notion

Job description

Location: Hybrid - London, EC1Y and homeworking

About Better Society Capital (BSC):

Better Society Capital (BSC) is the UK's leading social impact-led investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK; we do this by investing ourselves and enabling others to invest for impact too.

Since 2012, we have helped grow the UK's social impact investment market thirteen-fold, to more than £11 billion, proving that impact investing can scale when social outcomes and investment opportunity are genuinely aligned. We have committed more than £1 billion of our own capital to social impact investments and today hold a live portfolio of over 100 investments primarily with fund managers across the UK, spanning early-stage and mature positions, all working towards lasting impact for the people and communities they serve.

We're now delivering our 2026–2030 strategy: mobilising £20–30 billion in capital to positively impact 15–20 million lives across the UK over the next decade. We're focusing our expertise and capital on four challenge areas: housing, economic opportunity, climate and energy, and health. These have been chosen because each combines urgent social need, proven investment models and a clear role for BSC to play.

This is BSC's next chapter. Building on everything we've proven since 2012, we're scaling with greater ambition and sharper focus, and looking for people who want to help shape how we get there.

The opportunity:

This role sits at the heart of our Investment Group. Together with our Project Manager - Investment, you will form a small investment office: the team that runs the rhythm behind our investment decisions and keeps the Investment Group running smoothly.

Most of your time, around 70%, will go on this. You will coordinate our annual investment calendar and governance cycles, from our Investment and Performance Committee to the Board and our Portfolio Progress Meetings with fund managers. You will track what our investments need, produce management information and support team operations, including diaries, recruitment and onboarding.

The rest of your time will go on change and projects. As we adopt new technology, including AI, and modernise how our investment process works, you will help roll out new tools and ways of working for the team. You will also project manage our twice yearly Foundations of Social Investment Programme.

It suits someone who is highly organised, quick to adopt new tools and enjoys making systems work better and wants to build a career in project management and gain an insight into social impact investment. You will take on more project responsibility as you grow.

We are committed to every team member’s development, with on-the-job learning, tailored training and support from colleagues across BSC.

What you will do:

Investment office (around 70%)

Investment governance and annual calendar

• Help set up and communicate our annual investment calendar and lead the administration of key investment performance cycles and events throughout the year leveraging technology.
• Coordinate workflows for our Investment and Performance Committee, executive Investment Review, Board meetings and Portfolio Progress Meetings with fund managers.
• Use our systems to track portfolio requirements across all investments, such as checklists and follow-up actions, and elevate where needed.
• Over time, project manage discrete parts of our governance and investment calendar.

Team Operations

• Produce management information to support team and resource planning.
• Support recruitment and onboarding so every new joiner has a consistent, high quality experience.
• Manage diaries for the Chief Investment Officers and help senior colleagues arrange complex internal and external meetings, leveraging technology.
• Organise team meetings, away days and travel.
• Manage incoming email and telephone enquiries, responding or routing to colleagues as needed.
• Maintain the Investment Group’s relationship information in Salesforce CRM, Notion and our intranet.
• Coordinate the Investment Group's learning resources, training schedule and external bookings.

Across BSC

• Work with support colleagues across BSC to share best practice and provide cover as required.
• Participate in at least one ‘BSC Citizenship’ activity, helping to make BSC a great place to work. This could be helping to organise our summer or winter social, joining the Staff Council or helping with health and safety

Change and projects (around 30%)

Investment systems and ways of working

• Help develop and roll out project management systems and tools for the team, working with colleagues across BSC.
• Support the adoption of new technology, including AI, across the Investment Group, helping colleagues use it well and identifying where it can improve how we work.
• Help map and improve investment processes, spotting where things can be simpler or faster.
• Project manage our twice-yearly Foundations of Social Investment Programme for internal and external participants, building knowledge and networks across the sector.

What you will bring:

Qualifications & Experience

• Project management or administrative support in a busy, varied role, balancing competing priorities.
• Supporting committees, including collating papers and liaising with members.
• Working as part of a team and building relationships with stakeholders at all levels.
• Actively engaging with technology to improve efficiency and quality, including the use of AI.
• Working in financial services, charities or social enterprises, or a clear interest in social impact.
• Using platforms such as Salesforce CRM, Slack and Notion.

Skills, Abilities and Attributes

• Highly organised, prioritises effectively and takes ownership of tasks.
• Accurate, with close attention to detail.
• Structured and efficient in managing processes and solving problems.
• Clear, confident communicator in writing and in person.
• Collaborative, building strong working relationships internally and externally.
• Proactive and enthusiastic, spotting ways to do things better.
• Good judgement, discretion and integrity.
• Curious, keen to learn and thrives in a varied role.

Embody Better Society Capital core values:

We do hard things that matter Our mission is ambitious and multi-faceted. We believe significant change at scale is possible and it's our job to help deliver it.

We bridge worlds Our cross-sector position and the unique breadth of capabilities within our team give us the ability to collaborate and co-create both within our organisation and with partners.

We grow with purpose The context we operate in constantly evolves. To deliver our mission, we need to grow and adapt alongside it.

We are a Disability Confident Committed employer. Disabled applicants who meet the essential criteria will be considered for an initial screening interview. When application numbers are high and we are unable to interview everyone who meets the minimum criteria, we will prioritise those who best meet the essential requirements of the role.

We are defining a disability in accordance with the Equality Act 2010, as a person who has a physical or mental impairment, and the impairment has a substantial and long-term adverse effect on their ability to carry out normal day-to-day activities. You will be asked in your Applied application whether this applies to you.

Other Terms

Location

We envision that for this role, the successful candidate will be required to spend 40% - 60% of their working hours in the office, and the remainder from home.

Right to work

Candidates need to have the existing right to work in the UK and for the duration of employment as we are unable to provide work visa sponsorship