Project Officer - Investment

Be Applied Ltd; Greater London; Hybrid; GBP 25,000 - 32,000; Full time

Job summary

Be Applied Ltd. is hiring a Junior Project Officer to support the Investment team with governance, calendar management, and team operations. You will coordinate committee meetings, track portfolio requirements, and help roll out new technologies including AI to improve efficiency.

You will also assist with recruitment, onboarding, diary management for senior leaders, and maintaining data across Salesforce, Notion and intranet. An opportunity to grow in a social impact investment environment.

Qualifications

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

Responsibilities

• Coordinate investment governance calendar and annual cycles.
• Organise Investment and Performance Committee meetings and Board events.
• Track portfolio requirements using our systems and follow up actions.
• Project manage parts of governance tasks over time.
• Produce MI to support team planning and resourcing.
• Support recruitment and onboarding for a consistent candidate experience.
• Manage CIO diaries and arrange senior internal/external meetings.
• Maintain Investment Group data in Salesforce, Notion and intranet.
• Coordinate learning resources and external bookings.

Skills

Project management

Committee coordination

Stakeholder engagement

AI adoption

Financial services / social sector

Tech-savvy

Tools

Salesforce CRM

Notion

Slack

Job description

Job Description

Location Hybrid ·London, City of, UK Hybrid - London, EC1Y and homeworking

Seniority Junior

Job Title: Project Officer – Investment

Department: Investment (Impact Investment Management team)

Contract: Permanent, Full time

Location: Hybrid - London, EC1Y and homeworking

What you will do:

Investment office (around 70%)

Working closely with the Project Manager, Investment, you will:

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.

Don’t meet every requirement? Studies have shown that women and people from racialised communities are less likely to apply to jobs unless they meet every single qualification. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Other Terms

Location: We are a UK-based business with an office in the Old Street area of London, accessible via a number of public transport links. 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. However, the exact requirements for this role can be discussed at interview.

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

Equity, Diversity and Inclusion: Better Society Capital is committed to being a diverse organisation that is truly representative of the communities we serve. We therefore welcome applications from candidates of all backgrounds, particularly those under-represented in the social impact investment sector (e.g. people from LGBTQIA+, racialised, disabled, or under-served communities)

We are an equal opportunities employer with an inclusive environment where all employees can contribute to their fullest potential. We want every colleague to be able to deliver their work with dignity, equality, comfort and independence. Our office is fully accessible with step-free access and an open-plan set up. We are open to accommodation requests regarding assistive technologies, accessibility tools, flexible working or any other reasonable adjustments that will make working or visiting here more accessible for you.