Project Officer – Investment

Better Society Capital; Greater London; Hybrid; GBP 30,000 - 46,000; Full time

Benefits offered by this job

Hybrid working arrangement

On-the-job learning & development

Mentoring from colleagues

Disability Confident employer status

Job summary

Better Society Capital seeks a proactive Investment Office role in London. You will help run the annual investment calendar, support governance cycles, and coordinate with fund managers using Salesforce, Notion, and other tools.

The role emphasizes process improvement and tech-enabled efficiency while supporting recruitment and onboarding. You will work in a small team within the Investment Group, gain exposure to social impact investing, and contribute to the Foundations of Social Investment

Qualifications

• Experience in project management or administrative support in a busy environment.
• Experience supporting committees and liaising with members.
• Strong teamwork and relationship-building across levels.
• Proactive use of technology to improve efficiency, including AI.
• Experience in financial services, charities, or social enterprises is desirable.

Responsibilities

• Set up and communicate the annual investment calendar and manage key governance cycles with technology.
• Coordinate workflows for committees, Board meetings and portfolio progress meetings with fund managers.
• Track portfolio requirements and escalate where needed using checklists and follow-ups.
• Project manage governance and investment calendar components over time.
• Produce management information to support planning and budgeting.
• Support recruitment and onboarding to ensure a consistent experience for new joiners.
• Manage diaries for senior staff and arrange complex internal/external meetings digitally.
• Organise team meetings, away days and travel.
• Manage inquiries and route to colleagues as needed.
• Maintain relationship data in Salesforce, Notion and intranet.
• Coordinate learning resources and training schedules.
• Collaborate with colleagues to share best practices and provide cover.
• Participate in Citizenship activities to support great workplace culture.
• Develop and roll out project management tools for the team.
• Support adoption of new technology, including AI, across the Investment Group.
• Help map and improve investment processes for efficiency.
• Project manage Foundations of Social Investment Programme twice yearly for participants.

Skills

Project management

Stakeholder engagement

Technology adoption (AI)

Team collaboration

Process improvement

Tools

Salesforce CRM

Notion

Slack

Job description

About Better Society Capital

Better Society Capital (BSC) is the UK’s leading social impact-led investor, founded in 2012 with a mission to grow the amount of money invested in tackling social issues and inequalities across the United Kingdom. The organisation operates by investing its own capital while simultaneously enabling others to invest for impact, demonstrating that impact investing can scale when social outcomes and investment opportunity are genuinely aligned. Since its establishment, BSC has helped grow the UK’s social impact investment market from a nascent sector to more than £11 billion, a thirteenfold increase, proving the viability and scalability of the impact investment model. BSC has committed more than £1 billion of its own capital to social impact investments and maintains a live portfolio of over 100 investments, primarily with fund managers across the United Kingdom. These investments span both early-stage and mature positions, with all fund managers working towards lasting and measurable impact for the people and communities they serve. The organisation’s portfolio approach reflects its deep expertise in identifying and nurturing investments that generate both financial returns and positive social outcomes. Currently, BSC is delivering its 2026–2030 strategy, which aims to mobilise between £20–30 billion in capital to positively impact 15–20 million lives across the UK over the next decade. The organisation has strategically focused its expertise and capital on four key challenge areas: housing, economic opportunity, climate and energy, and health. These areas were selected because each combines urgent social need, proven investment models, and a clear role for BSC to play in scaling solutions. This represents the next chapter of BSC’s evolution, building on proven successes since 2012 while scaling with greater ambition and sharper focus. The organisation is actively seeking talented individuals who want to help shape how the UK tackles its most pressing social challenges through impact investing.

About this Role

This role sits at the heart of Better Society Capital’s Investment Group. Together with the Project Manager – Investment, the successful candidate will form a small investment office that runs the rhythm behind investment decisions and keeps the Investment Group operating smoothly. Approximately 70% of time will be dedicated to investment office operations, with the remaining 30% focused on change and project initiatives. The investment office component involves coordinating BSC’s annual investment calendar and governance cycles, managing workflows from the Investment and Performance Committee through to the Board and Portfolio Progress Meetings with fund managers. The role requires tracking investment requirements, producing management information, and supporting team operations including diary management, recruitment, and onboarding. The successful candidate will maintain the Investment Group’s relationship information across key platforms including Salesforce CRM, Notion, and the company intranet. As BSC adopts new technology, including artificial intelligence, and modernises its investment process, the successful candidate will play a key role in rolling out new tools and ways of working across the Investment Group. This includes supporting the adoption of new technology and helping colleagues use it effectively while identifying opportunities where technology can improve operational efficiency. The role also includes project managing BSC’s twice-yearly Foundations of Social Investment Programme, an internal and external initiative that builds knowledge and networks across the social investment sector. This position suits someone who is highly organised, quick to adopt new tools, and enjoys making systems work better. It offers the opportunity to build a career in project management while gaining deep insight into social impact investment, with increasing project responsibility as the candidate develops in the role.

Responsibilities

• Help set up and communicate the annual investment calendar and lead administration of key investment performance cycles and events throughout the year using technology
• Coordinate workflows for the Investment and Performance Committee, executive Investment Review, Board meetings, and Portfolio Progress Meetings with fund managers
• Use systems to track portfolio requirements across all investments, such as checklists and follow-up actions, and escalat**e** where needed
• Project manage discrete parts of governance and investment calendar over time
• Produce management information to support team and resource planning
• Support recruitment and onboarding to ensure every new joiner has a consistent, high-quality experience
• Manage diaries for Chief Investment Officers and help senior colleagues arrange complex internal and external meetings using technology
• Organise team meetings, away days, and travel
• Manage incoming email and telephone enquiries, routing to colleagues as needed
• Maintain the Investment Group’s relationship information in Salesforce CRM, Notion, and the company intranet
• Coordinate the Investment Group’s learning resources, training schedule, and external bookings
• Work with support colleagues across BSC to share best practice and provide cover as required
• Participate in at least one BSC Citizenship activity to help make BSC a great workplace
• Help develop and roll out project management systems and tools for the team
• Support adoption of new technology, including AI, across the Investment Group
• Help map and improve investment processes to identify where things can be simpler or faster
• Project manage the twice-yearly Foundations of Social Investment Programme for internal and external participants

Requirements

• Project management or administrative support experience 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 use of AI
• Working in financial services, charities, or social enterprises, or clear interest in social impact (desirable)
• Using platforms such as Salesforce CRM, Slack, and Notion (desirable)
• Highly organised with effective prioritisation and task ownership
• Accurate with close attention to detail
• Structured and efficient in managing processes and solving problems
• Clear, confident communicator in writing and in person
• Collaborative with strong internal and external working relationships
• Proactive and enthusiastic approach to spotting ways to do things better
• Good judgement, discretion, and integrity
• Curious mindset and keen to learn in a varied role
• Embodiment of BSC core values: doing hard things that matter, bridging worlds, and growing with purpose
• Existing right to work in the UK for the duration of employment

Benefits

• Permanent full-time employment contract
• Hybrid working arrangement with 40-60% in-office requirement at London, EC1Y location
• On-the-job learning and development opportunities
• Tailored training support
• Support and mentoring from colleagues across BSC
• Access to professional development to build project management career
• Insight into social impact investment sector
• Opportunity to work with an organisation committed to addressing major UK social challenges
• Disability Confident Committed employer status with guaranteed interview for disabled applicants meeting essential criteria
• Collaborative work environment focused on social impact