Investment Director

OVERVIEW

As we celebrate 10 years since Big Society Capital’s (BSC’s) launch and implement our brand new 2025 strategy to scale social impact investment and improve peoples’ lives, we are excited to be recruiting talented Investment Directors to join us on the next stage of our journey.

It is a unique opportunity to join a dynamic team of people from a wide range of backgrounds, who are driven by transforming the way mainstream financial markets help deliver deep and lasting impact on people. Your work will help to solve some of the most entrenched social issues, so we are looking for someone who shares our passion to improve people’s lives in collaboration with the wider organisation and our external partners, and who is enthusiastic about designing and developing creative solutions.

The Investment Director will take responsibility for some of our investment objectives, working with colleagues across the organisation. The job holder(s) will:

Lead the development of new investment opportunities including:

Applying experience, knowledge and networks to identify social issues or market needs where social impact investment can help support a solution in our market systems (social and affordable property, social lending, impact venture and social outcome contracts);
Identifying a strong pipeline of opportunities that aligns with our impact goals including through building networks, and developing creative and innovative solutions to these identified social issues through collaborative partnerships with diverse stakeholders including investors, charities and government.

Manage prospective investments through our investment process in one or more market systems:

Helping to build a balanced portfolio of investments, with the potential to take increasing responsibility for portions of investment strategy
Supervising and undertaking detailed investment analysis, including of the market, the prospective investee, and the financial, social impact and systems change cases;
Structuring prospective investments;
Preparing and presenting investment recommendations to our Investment Committee, and take a lead on investment decision making;
Negotiating legal documents and closing transactions.
Demonstrating and championing excellence in investment delivery through the investment process

Own the management of our existing portfolio investments in one or more market systems, including through supervising junior team members:

Work with fund managers to evaluate and manage their financial and social impact performance;
Implementing and supervising fund manager reporting so BSC can assess the contribution of the investments to our systems change, impact and financial goals across our portfolio and in the relevant market system
Having accountability for performance of portions of our investment portfolio within a market system or a whole market system

Systems change leadership

Being or becoming over time an internal and external expert in a market system or investment process, with potential to lead or second on a market system. This will include:Developing strategies for achieving BSC’s goals in the market systems, including identifying and leading strategic projects within market systemBuilding and managing key strategic relationships that can help us achieve our market system goals, including with fund managers, investors and charities and social enterprisesInfluencing the behaviour of key system actors, through thought leadership and partnerships, working with our Engagement and Communications teams

Team management:

Working with other Investment Directors to help build a world class social impact investment team and approach at Big Society Capital, including supervising and line managing Investment Managers and other members of the team.
Leading on discrete areas of our investment management approach or team management to help deliver our strategic objectives.
Contributing to organisation-wide initiatives that help us deliver our mission such as working groups to improve the way we work or how we engage with certain stakeholders.

Qualifications

PERSON SPECIFICATION

Experience (essential)

A passion and demonstrable commitment to improving lives
Experience of detailed analysis, communication and decision making, in relation to complex issues
Experience developing solutions to complex problems
A strong background in analysis in either the private, social or public sector (e.g. strategy consulting, venture capital or investment banking)
Proven relationship building and influencing skills
Experience of managing people, leading teams and forming collaborative partnerships
Experience in and specialist knowledge of one of the following private asset classes: real estate (principally housing), venture investment, social outcomes contracts or lending

Experience (desirable)

Social impact investment background
Social sector employment or voluntary experience
Strong investment experience including new deal origination and portfolio management
Deal execution skills including comfort negotiating legal documents
Proven project management skills
Experience of operating at, working alongside and presenting recommendations to either an executive or board within organisations
Experience of activities across the public, private and social sectors

Skills, abilities and attributes

Structured thinker - able to deal with complexity and uncertainty
Innovative, creative and strategic approach to problem solving
Solves problems with multiple stakeholders in an open and empathetic way
Collegial team player - Flexible and willing to work with and contribute to a team
Self-starter - able to work under own initiative and source new opportunities
Relationship management – excellent interpersonal skills and able to build relationships at all levels
Excellent written and oral communication skills
Hunger for continued learning and development, including developing others

Head of Impact Investing

Horizon Empower the Orphaned

Leads impact investing strategy, values alignment and technical team towards optimizing impact capital within Horizon operations. The Head of Impact Investing will identify and train a global technical team to 1) develop a board-approved strategy to optimize financial and social returns on investments, 2) link investments to social returns, especially, in child empowerment and family strengthening, 3) enhance local social enterprise operations to build economic growth within communities where Horizon children and families reside, 4) drive profit margins on social enterprises to off-set programmatic operational costs, and 5) identify and manage innovative investment deals that unlock the potential of our target groups and/or provide a profit margin to substantially cover operational expenses. The Head of Impact Investing will be a member of the Executive Leadership Team partnering to give direction to the organizational trajectory for growth and working closely with the Impact and Analytics team to link investment ROIs and SROIs to Horizon participants, with the Finance and Administration team to show how investments can cover operational expenses, and the International programs team to ensure that investments are aligned to programmatic needs.

ESSENTIAL CHARACTER TRAITS:

Values aligned to Horizon’s goal of empowering orphan children. Innovative and creative in developing investment deals that offer social, financial, and environmental returns on investments to target groups within Horizon’s mission. Results-oriented towards optimizing investments for good. Exceptional problem-solver, team-builder and ability to enhance staff capacity in impact investment goals.

RESPONSIBILITIES / DELIVERABLES

A. Responsible for developing a board-approved short, medium and long-term impact investing strategy. (20%) Strategy for short-, medium- and long-term impact investments across Horizon programming with plans to execute and meet the goals. Close collaboration with CEO and board committees to develop appropriate impact investing products and deals.Implement global strategy cross-departmentally and with local teams. Adjust strategy on an annual basis to reflect board approved budgets and external factors affecting results. Identification of new impact investors to join the strategy with values alignment. Clearly articulated ROIs for each annual impact investment potential including the linkage to the impact in child empowerment and family strengthening which is the core of Horizon’s model. Management of impact investing deals to ensure optimum performance. (20%) Keep a dashboard up-dated for real-time accessing of data and information on each impact investment. Report quarterly on impact investments status, improvements required, and next steps to optimize results. Work with Impact and Analytics team to project how impact investing will affect children’s empowerment. Establish a system to monitor deal flows for both impacts reporting and strategic decision-making Build impact investing team at horizon including the identification, hiring and capacity building of staff and/or local organizations. (20%) Build in-country staff capacity in identifying opportunities, developing business plans and investment management to ensure optimum performance.Identify local partners to be investors or partner to manage investments, and build locally led capacities

Responsible for innovative impact investing deals that further Horizon’s mission and identify other investor networks to partner (30%)Innovative impact investment product development linked to program needs

Identify partners both in emerging and developed countries to partner in investments or management of the investmentsOpen gateways to investment capital to grow Horizon’s impact on orphan care.E. Other job-related duties as assigned. (10%)

Minimum Requirements:

a) Master’s Degree in Finance, MBA, Agroeconomics, Statistics or a related field within international development

b) Ten (10) years’ job-related experience in impact investing or finance related MSME’s related to NGO programming and a minimum of 5 years of experience with supervisory oversight of staff.

Preferred Requirements:

a) Ten (10) years’ job-related experience in impact investing as it related to NGO programming and 15 years of experience in international programming with major donors.

b) Spanish language proficiency to work directly with field teams on project design and implementation.

c) Work in agricultural value chains and emerging market investment needs.

Most Critical Proficiencies:

Proven record of building and leading Investment teams for similar organizations.
Proven record of identifying investor networks to partner with shared values alignment.
Proven ability to be an innovative and creative dealmaker with investment capital
Proven ability to partner with others on impact analytics and linking investment potential to not only financial, but also social and environmental returns.
Well-grounded in the disciplines of data analysis, analytical tools, modeling, and reporting applied to project design and implementation in international development.
Proven ability to deliver in a fast-paced, dynamic environment with multiple developments and working with many teams.
Excellent presentation skills to internal and external audiences
Fluency in English required and ability to travel to field sites.

Analyst, Impact Investing (BlueMark)

at Tideline

This is a unique opportunity for an early-career individual to gain exposure to impact investing. The Analyst will gain diverse experience playing an important role in BlueMark’s impact verification services, through executing research and analysis, producing materials, and supporting project coordination and management, among other responsibilities.

We have employees all over the country and welcome candidates who are fully remote for this role.

Core responsibilities:

● Performing research and analysis related to client projects, including review and analysis of client documentation, summaries of findings, participation in client interviews, etc.

● Developing client materials, including PowerPoint presentations and written reports

● Leading scheduling and supporting project and client management for projects

● Contributing to team meetings, brainstorming, and project planning

Qualifications

The ideal candidate has a collaborative disposition; is analytical and driven to learn; is exceptionally well-organized with an eye for detail; communicates well; and is committed to advancing social and environmental outcomes. Every member of the team embodies our firm’s values: excellence, commitment, and openness.

Minimum qualifications include:

● Bachelor’s degree

● Strong written and oral communication skills

● Ability to think critically and analytically

● Demonstrated ability to exercise initiative, sound judgment, and discretion

● Strong interpersonal and relationship-building skills

● Sense of humor and self-awareness

● Ability to manage multiple tasks with high attention to detail and organization

● Adept at using Microsoft Office and Google Suite

Although not required, preferred qualifications include:

● Knowledge of impact investing, finance, and/or philanthropy

● Knowledge of impact measurement and management

● Experience in consulting, impact investing, finance, philanthropy, and/or research

● Strong design sensibilities

● 0-2 years post-Bachelor's degree work experience or equivalent

Vice President, Credit Investing

Energy Impact Partners

About the Job

Energy Impact Partners (EIP) is a global investment platform leading the transition to a sustainable energy future. EIP brings together bold entrepreneurs and some of the world’s most forward-looking energy and industrial companies to advance clean energy innovation. EIP has over $2.5 billion in assets under management and invests globally across venture, growth, and credit.

EIP Credit is seeking a Vice President of Credit Investing to lead its efforts for Energy Impact Credit Strategies (EICS). This position is a great opportunity to work directly with senior team members and assist in all phases of the investment process. This position offers compelling compensation including carried interest, base salary, and annual bonus.

Key areas of responsibility:

Leading EIP’s credit investment activities
Sourcing and vetting new investments across EIP’s core investment areas
Leading due diligence on all new investment opportunities
Drafting investment memorandum for Investment Committee approval
Pursuing business development with private equity funds and investment banks
Working closely with EIP’s VP for Commercialization & Innovation to accelerate business between our LP’s and portfolio companies
Shaping EIP’s strategy towards energy, and energy-adjacent, investment sectors

Qualifications

The ideal candidate will have:

8+ years of credit investment experience
A compelling investment track record
Sector expertise in one of our target areas: SaaS/Software, mobility, cybersecurity, artificial intelligence, smart buildings & cities
High IQ, EQ and ethical standards
A proven track record of working effectively on a team
Excellent organizational skills

Global Research - ESG Methodology and Integration - Associate

JPMorgan Chase & Co

If you have an interest in equities and/or fixed income, markets and thematic trends, and a passion for building expertise in ESG and Sustainability, this role is for you.

The Central ESG Team is part of J.P. Morgan’s number 1 ranked Global Research franchise. Our Analysts and Strategists aim to provide actionable ideas and thematic insights that empower our institutional clients to make well-informed investment and strategic decisions within their coverage, bringing clarity to complex situations.

In addition to your direct team responsibilities, as an Associate in Global Research, you will be part of a network of inquisitive, smart, and collaborative individuals who have had the opportunity to gain significant responsibility and exposure at the early career stage. We provide extensive department-wide training and professional development to support career growth, hosted by a combination of external experts and our own market-leading senior analysts and strategists, designed to broaden both your skill set and your personal connections both within and beyond the department

We are looking for an Associate with 3-4 years of experience to join our Central ESG Research team in New York.

Job Responsibilities:

Work closely with the Head of Methodology and Integration to develop ESG frameworks and methodologies across asset classes and geographies
Work closely with the Head of Methodology and Integration to build and maintain databases of high quality ESG data that will feed into investment screens, security baskets and/or model portfolios
Contribute to the Global ESG research product by gathering data, extracting insights, liaising with ESG analysts, sector specialists and strategists and producing written output in the form of reports and presentations
Draw insights from the analysis and manipulation of vast amounts of data using vendor datasets (MSCI, Morningstar, Sustainalytics, etc), publicly available data and tools developed in-house
Become a key contributor to client events such as the annual ESG conference or thematic access days
Help address ad-hoc client requests relative to the global ESG product
Build knowledge to become a subject matter expert in ESG investing

Required qualifications, capabilities, and skills

You demonstrate experience in an analytical role, ideally in research (buy side or sell side) or portfolio management, either in equities or fixed income
An advanced level of proficiency in Excel and PowerPoint, plus a general aptitude for analytical platforms/systems
Strong written and oral communication skills and a collaborative approach in a multi-location set-up
Rigorous, analytical thinking
A passion for equity research and Sustainability
Ability to manage multiple workstreams at the same time
A diligent, detail focused and intellectually curious individual

Preferred qualifications, capabilities, and skills

A CFA/accounting qualification or progress toward these would be a plus
Technical background (engineering, finance, mathematics, science)