Title: Investment Manager

Salary: £48,700 per annum

Reporting to: Investment Director

Team: Investment

Contract: Permanent

Working hours: Full time (37.5 hours per week)

Location:Initially remote working with office arrangements for 2021 TBC (within Central London).         Attendance will be required in Central London for meetings.

Starting date: ASAP

Deadline: 9am Monday 22 March 2021

About Impetus

Impetus transforms the lives of young people from disadvantaged backgrounds by ensuring they get the right support to succeed in school, in work and in life.

We find, fund and build the most promising charities working with these young people, providing core funding and working shoulder-to-shoulder with their leaders to help them become stronger organisations.

In partnership with other funders we help our charities expand and we influence policy and decision makers so that all young people get the support they need.

About this role

The Investment Manager (IM) works as a part of the Investment Team to support charities to deepen their impact and scale their outcomes. This role works closely with Investment Directors and includes both charity-facing support and internal support to the investment team.

The IM uses analytical rigor, project management and relationship skills, to support a portfolio of amazing organisations that, together, will help shift the life chances and outcomes of young people from disadvantaged backgrounds.

Key responsibilities

Investment management

• Work closely with Investment Directors to support charity partners’ in areas of leadership, impact, and sustainability, working towards leading specific work streams on impact management.
• Build trust-based relationships with charity leaders including delivery staff and Programme / Impact leads, to become a valued advisor on practice improvement.
• Work closely with members of the Impact team at charity partners to develop and refine impact management practices; data collection, dashboard development, performance review meetings, programme design and evaluation - providing guidance and thought partnership.
• Support Investment Directors with design and delivery of Impact strategy workshops, analysing charity impact data, developing and analysing pre-workshop surveys, developing facilitation materials, and coordinating logistics, and synthesizing outputs.
• Supporting Impetus’ quarterly peer learning forums for our charity partners, in particular the Impact Forum. This includes relationship management with Head of Impact of charities, developing content for learning and discussion, facilitating forum meetings and all logistical support.
• Lead on benchmarking charity outcomes data against comparable external data. You will work closely with our Public Affairs teams to identify and secure external benchmarking data and lead on the analysis comparing it to charity partner performance.

Investment Team support

• Lead on key analytical projects internally including strategic modelling, analysis of financial and impact data. This includes distilling the insights from the analysis and developing a compelling narrative of the key findings and implications. 
• Support the annual cycle of identifying new investments - mapping the landscape of charities in thematic areas (e.g Apprenticeship and Skills), identifying high potential charities though analysis of key impact and financial data and reviewing the current evidence base.
• Play key role in due diligence of new charities, reviewing charity information (quantitative and qualitative) and drawing insights about their suitability for investment. This includes considering impact and scale potential, financial stability and developing a business case for investment including identifying risks.

• Developing knowledge and expertise in Education and Youth Employment staying up to date on relevant sector developments. This includes latest reports, evaluations, partnerships, awards, initiatives etc.
• Work closely with Public Affairs team and ensure teams are integrated in their thinking and approach. This includes ensuring charity work is informed by developments in the policy landscape and are positioned to benefit from them and that policy work is informed by the on the ground experience of our charities and their work with young people.

Cross team initiatives

• Support Impetus’ public affairs and philanthropy objectives through input into case studies, research and policy campaigns;
• Share the learning from our work across the team, across the organisation and externally;
• Work within Impetus strategy, policies and procedures.

Person specification

• A commitment to Impetus’ mission
• Highly analytical and numerate, with strong command of excel with modelling capabilities.
• Comfort with, and a talent for, strategic thinking; able to identify key strategic insights from a range of data outputs and translate into clear communication, including PowerPoint
• Previous experience working with charities. Could be in a previous role, pro-bono volunteer or Trustee capacity
• A strong interest in partnering closely with charities that are doing what it takes to get better
• Able to build productive, trust-based relationships internally and with external stakeholders including charity partners and co-investors
• Proven ability to work independently, and engage in substantive discourse
• Strong planning and time management, able to balance between priorities 
• Displays tenacity and initiative
• Growth mind-set; seeks out and acts on feedback
• A commitment to equality, diversity and inclusion

Desirable 

• Experience in consulting, or investment management.
• Experience in UK education and employability sectors
• Experience in charity impact management and/or evaluation
• Experience with scaling a venture/ project/ organisation

We believe that a diverse workforce leads to an organisation that is more open, creative and gets better results.

We want our team at Impetus to represent the diversity of the people and communities we serve. We also want our team to be one where different experiences, expertise and perspectives are valued, and where everyone is

encouraged to grow and develop.

We want to reach a diverse pool of candidates. We are happy to consider any reasonable adjustments that potential employees may need to in order to be successful.

We recognise the importance of a good work/life balance. We do everything we can to accommodate flexible working, including working from home, working part-time job shares and other arrangements.

Please just let us know in your application or at any stage throughout the process (and beyond) if these are options you’d like to explore.

How to apply

Please send your CV and a one-page cover letter telling us why you’re applying for this role by 9am Monday 22 March 2021:

In order to complete your application please also complete our equal opportunities monitoring form: 

You should also include the contact details of two referees, one of whom must be your current or most recent employer. Referees will only be approached with your express permission. You will also be required to provide proof of your eligibility to work in the UK. As part of our commitment to flexible working we will consider a range of options for the successful applicant. All options can be discussed at interview stage.

First round interviews will take place week commencing 5 April 2021

Second round interviews will take place on week commencing 12 April 2021

Due to the large number of applications we receive, it is not possible to write to you should you not be shortlisted. If you have not heard from us within three weeks of the closing date, please assume that your application has not been successful on this occasion.

Your personal data will be shared for the purposes of the recruitment exercise. This includes our HR team, interviewers (who may include other partners in the project and independent advisors), relevant team managers and our IT service provider if access to the data is necessary for performance of their roles. We do not share your data with other third parties, unless your application for employment is successful and we make you an offer of employment. We will then share your data with former employers to obtain references for you. We do not transfer your data outside the European Economic Area.

Impetus is an equal opportunity employer and is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, race, age, disability, religion, belief, sexual orientation, or marital status. We value diversity and welcome applications from people of all backgrounds.

Gas/LNG Sector Analyst (Europe)

We are looking for an experienced professional with deep knowledge of the Gas/LNG sector in Europe. The consultant must also possess a commitment to IEEFA's mission to accelerate the transition to a diverse, sustainable and profitable energy economy. 

IEEFA is a rapidly-growing NGO/nonprofit that conducts research and analysis on financial and economic issues related to energy markets, trends and policies. Headquartered in the United States, IEEFA has a team of analysts and communications personnel located across the globe.

Roles and Responsibilities

• Producing written research, analysis and commentary for publication and internal use on energy transition issues across Europe, with a focus on gas. Issues to examine may include:
  • financial risks of new infrastructure, such as LNG terminals or gas pipelines
  • regulated returns of major gas transmission system operators
  • evolution of gas markets, the future role of gas fuels and EU regulatory context
  • alternative gas fuels, such as bio/synthetic methane and hydrogen
  • asset-level case studies, such as cashflow analysis of gas power/heat plants
• Providing timely, relevant information for IEEFA including emerging regional energy issues and themes.
• Establishing and developing relationships between IEEFA and relevant energy and finance professionals and community organizations in Europe, to improve information flow.
• Other duties as mutually agreed.

Required Qualifications

• A minimum of five years’ experience with financial analysis in the energy sector, or a related field.
• Minimum Bachelor’s level degree qualification.
• Fluent in one or more European languages.
• Strong understanding of gas/LNG, oil, renewables, mining, power and heating markets.
• Demonstrated ability to communicate effectively both orally and in writing.
• Ability to develop and maintain effective positive relationships with companies, investors, governments/policy-makers, journalists, campaign groups, and foundations.
• Must be self-motivated, able to work independently, able to multi-task, set priorities and meet deadlines with limited direction while working remotely.
• High degree of technological proficiency and demonstrated ability to learn new software and applications.
• Team oriented with a strong commitment to diversity, equity and inclusion.
• Commitment to IEEFA’s mission.

Preferred Qualifications

• Preference will be given to residents (or former residents) of the following countries:
  • Belgium, Germany, Netherlands, France, Spain, Italy, Greece, Ireland

EOE: We are an equal opportunity employer and value diversity, equity and inclusion at IEEFA. All qualified individuals are encouraged to apply. We are committed to providing all employees with a work environment free from discrimination and harassment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, pregnancy/parental status or disability status.

Term and Schedule: The initial contract will be negotiated within a range of 3 and 5 days per week over 6-12 months. This initial contract may be renewed depending on performance and availability of funding.

Applications will be accepted until the position is filled. The first review of applicants will begin in February 2021.

We seek a “people person” to play a key role at the centre of the team, managing the interface between the collection, publication, and promotion of oral hisory of UK technology.  Dealing with the fascinating characters who made the history, our experts who interpret it and our audience who use it in their research and teaching.

• Liaising with leaders of industry and historical figures to arrange interviews
• Working with transcribers and writers, processing interviews to add to archive
• Publication of material on our website
• General admin and monitoring of finances
• A hub for internal and external communications with stakeholders and users of material

The role

• Notionally three days per week, flexible to match your needs and ours
• Self employed at £15 per hour
• Working from home or other own premises. 
• Physical meetings (when permitted) may be required in various locations

The Person

• Essential
  • Cheerfully getting things done by influence rather than authority, working with a wide range of people from Tech experts to senior industry and Government figures
  • Competence in office technology and applications including WordPress is a must
  • Good communication skills are vital – written and verbal – as are numeracy skills / simple financial and other record keeping.
• Highly desirable
  • Interest in history and / or technology would be brilliant, as would experience in museums, curation and / or academic research
  • Knowledge of website content management, social media, newsletters, blogs etc is a definite plus
  • Experience of the Charity / not for profit sectors and their culture would be useful

My client is well-known brand operating in the UK charity space. Heavily involved in supporting the NHS’ COVID response, their work has never been more important.

Due to the increased demand on their services, they are currently looking for a Finance Business Partner to support them in two key business units.

Key duties: 

• Provide strong support to the Head of Financial Planning and Insight through the delivery of high quality business and financial analysis, with detailed outcomes and benefits, to identify and present coherent rationales for change, to support continued coordinated, consistent and effective delivery of services across the organisation
• Provide detailed and robust financial and data analysis for projects, business cases, bids, and tenders.
• Lead on the analysis and review of information and processes (including cost base and pricing) to ensure operations achieve value for money, sustainability and maximise their commercial output and resource efficiencies.

With a strong academic background, the successful candidate will hold a full professional accounting qualification. You do not need to have worked in the charity arena before, however a proven track record in business partnering and commitment to excellence are essential. This role requires someone who is technically able but also ambitious with strong communication skills.

This role will be home based and inside of IR35.

Our partner, is a well-reputed charity, working to drive social change. They are seeking an experienced systems accountant to oversee the implementation of their new accounting and project management system.

Responsibilities

• Assess the client’s system needs, documenting business processes to ensure that they meet their requirements.
• Prepare a detailed implementation plan, keep the organisation updated on progress and challenges, and coordinate all testing
• Set up reports for group management accounts and project reporting.
• Work with all relevant teams to train members on the new system

Person Specification

• Qualified accountant with experience leading a systems implementation using Agile or SCRUM methodologies in a charitable entity. Specific experience of MSDynamics.
• Experience of engaging staff through a transition, including coaching/training on the new system.
• Strong organisational, problem solving, team working and communications skills.

This is an 8 month contract, with an immediate start preferred. The client would consider a a 4-day working week for an experienced candidate.

Please note, this role is only open to candidate with the right to work in the UK. 

Title: Investment Director

Team: Investment Team

Reports to: Senior Investment Director

Direct reports: You may line manage an Investment Manager/s but this is usually after you have been with Impetus for some time

Salary: £62,000 per annum pro rata

Contract: Permanent

Working hours: Full time or part time (we are happy to consider requests for part time hours)

Location: Initially remote working with office arrangements for 2021 TBC (within Central London). Attendance will be required in Central London for meetings.

Start date: ASAP

Deadline: 9am Monday 8 March 2021

About Impetus

Impetus transforms the lives of young people from disadvantaged backgrounds by ensuring they get the right support to succeed in school, in work and in life.

We find, fund and build the most promising charities working with these young people, providing core funding and working shoulder-to-shoulder with their leaders to help them become stronger organisations.

In partnership with other funders we help our charities expand and we influence policy and decision makers so that all young people get the support they need.

About this role

The Investment Director (ID) works directly with charity partners and their top leadership to deepen their impact and scale their outcomes. The ID builds expertise in our objective areas (success at school or sustained employment for disadvantaged young people); identifies high potential charities; develops investment propositions; manages a portfolio of partner charities; builds trusted relationships with charity executives and trustees; supports charities to produce and scale high quality outcomes for young people; and collaborates with colleagues in Public Affairs and Philanthropy to influence policy and resources towards the young people we support and the charities we partner with.

The ID uses strong analytical rigor, financial acumen, strong influencing and relationship skills, deep commitment to our Mission and experience acquired from a diverse range of careers to support a portfolio of amazing organisations that, together, will help shift the life chances and outcomes of young people from disadvantaged backgrounds. The work is challenging, but the ID’s contribution is clear, the results always gratifying.

Key responsibilities

Investment origination, due diligence and proposition

• Scope potential charity partners, proactively developing opportunities as well as vetting referrals from other networks.
• Lead detailed due diligence to engage high quality charity partners – assessing their leadership and governance, impact potential, potential to scale and potential to work in partnership with Impetus;
• Model from first contact of origination, our approach to engaged and trust-based investment management support and ensuring that wherever possible charities that do not progress are led to other sources of support and learning around organising for impact.
• Develop and champion investment propositions to the Investment Committee, leveraging investment team colleagues appropriately and effectively to strengthen the case for support;

Investment management

• Manage relationships with charity partners and deliver the core components of our partnership - engaged management support, aligned and additive expert pro bono support, strategic grant funding and the delivery of some of our proprietary methods to help our partners achieve their agreed milestones.
• Support charity partners to achieve a step change in delivery and performance management of outcomes, strengthen leadership and governance capacities, clarify long term ambition, develop path to scale, and build financial resilience.
• Agree appropriate annual milestones and regularly monitor and assess charity partner progress against them and make recommendations for progression or exit.
• Ensure that the pro bono and other capacity-building projects are delivered to a high standard and contribute to charity progression.
• Develop engagement opportunities for our donors and supporters with charity partners that are aligned with the charity’s activities and do not distract or undermine their core work;
• Collaborate with the charity partners and Impetus colleagues to develop funding streams that support our partners’ ability to deliver impact at scale.
• Effectively leverage the support of investment managers to advance the objectives developed for each charity partner that is managed by an Investment Director.

Team support and strategy

• Work closely with team colleagues to use learnings from our work to improve our approach over time.
• Where appropriate, line-manage and support investment managers on the team to achieve their project, role and team objectives
• Support development of the investment model and portfolio strategy.

Cross team initiatives

• Contribute to and support Impetus fundraising efforts, as defined in annual Impetus objectives, as required;
• Contribute to and support our work to influence and leverage funding toward the young people we support and the charities we partner, as required
• Contribute to, and support, our Public Affairs activities designed to promote and influence policy and funding decisions that will benefit the young people we support and the charities we partner.
• Engage in Impetus pro bono, communications, and advocacy events, and engage charity partners appropriately in these events.

Development and application of domain expertise

• Develop expertise about “what works” in the sector through cultivation and use of expert input and engagement as well as investigation into key research and evaluative literature.
• Compile and analyse learning from our work with individual charities, and in the sector, and develop opportunities to share externally, often in collaboration with Public Affairs.
• Network and promote the Impetus Driving Impact approach, our charity partners and the sector objectives we aim to drive.

Person specification

Essential 


• A commitment to Impetus’ mission
• Educated to degree level preferably with a relevant postgraduate qualification or equivalent experience working in a relevant role
• Senior level responsibility and a strong track record of building trust-based relationships with senior stakeholders and advising them on key strategic decisions.
• Comfort with, and a talent for, strategic thinking around complex issues.
• Strong financial acumen and analytical skills 

• Tenacity and initiative
• Strong relationship management skills, with the ability to challenge and influence practice and thinking in a respectful and collaborative manner
• Ability to flex personal style and capacity building approach to needs of charity and leadership
• Growth mind-set; seeks out and acts on feedback
• Proven ability to work independently, and to exercise good judgment
• Strong planning and time management
• A commitment to equality, diversity and inclusion

Desirable 


• Experience in consultingor investment management.
• Board experience in private, public or third sector
• Knowledge and expertise in UK education and employability sectors
• Understanding and/or experience of performance and impact management, and formative and/or summative evaluation.

We believe that a diverse workforce leads to an organisation that is more open, creative and gets better results.

We want our team at Impetus to represent the diversity of the people and communities we serve. We also want our team to be one where different experiences, expertise and perspectives are valued, and where everyone is

encouraged to grow and develop.

We want to reach a diverse pool of candidates. We are happy to consider any reasonable adjustments that potential employees may need to in order to be successful.

We recognise the importance of a good work/life balance. We do everything we can to accommodate flexible working, including working from home, working part-time job shares and other arrangements.

Please just let us know in your application or at any stage throughout the process

(and beyond) if these are options you’d like to explore.

How to apply

Please send your CV and a one-page cover letter telling us why you’re applying for this role to by 9am Monday 8 March 2021.

In order to complete your application please also complete our equal opportunities monitoring form which is included in our email response when sending in your application. 

You should also include the contact details of two referees, one of whom must be your current or most recent employer. Referees will only be approached with your express permission. You will also be required to provide proof of your eligibility to work in the UK. As part of our commitment to flexible working we will consider a range of options for the successful applicant. All options can be discussed at interview stage.

First round interviews will take place week commencing 22 March 2021.

Second round interviews will take place week commencing 29 March 2021.

Due to the large number of applications we receive, it is not possible to write to you should you not be shortlisted. If you have not heard from us within three weeks of the closing date, please assume that your application has not been successful on this occasion.

Your personal data will be shared for the purposes of the recruitment exercise. This includes our HR team, interviewers (who may include other partners in the project and independent advisors), relevant team managers and our IT service provider if access to the data is necessary for performance of their roles. We do not share your data with other third parties, unless your application for employment is successful and we make you an offer of employment. We will then share your data with former employers to obtain references for you. We do not transfer your data outside the European Economic Area.

Impetus is an equal opportunity employer and is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, race, age, disability, religion, belief, sexual orientation, or marital status. We value diversity and welcome applications from people of all backgrounds.