Fundraising planning and performance manager jobs in battersea, greater london

Associate Director – Investments

Salary: £80,000 - £89,000 + excellent benefits, including 27 days holiday, 2:1 pension (up to 12% employer contribution), plus many more

Location: Hybrid/London – with travel to the office 1-2 days per week

Did you know that there are at least 20m people in the UK in vulnerable financial circumstances, who are poorly served or unfairly excluded from mainstream financial services?

That’s nearly a third of all adults in the UK.

We are Fair4All Finance. We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

With additional dormant assets funding now secured, we're expanding our work – and we’re looking for two Associate Directors – Investment to help us deliver it.

The roles

These are brilliant opportunities to play a key part in transforming financial inclusion across the UK. As one of our Associate Directors specialising in Investments, you'll be a senior member of our Investment team, responsible for originating, executing and managing a growing portfolio of social investments.

You'll work with a range of mission-driven commercial lenders and community finance providers, helping to build sustainable, scalable solutions for underserved communities.

We’re hiring two roles at the same level with shared responsibilities across a number of exciting areas relating to our newly awarded Guarantee fund.

We’re looking for talented investment professionals who share our mission and bring strong commercial acumen, structured thinking, and the ability to manage end-to-end investment processes.

This is a unique opportunity to contribute to a mission-driven organisation, ensuring resources are strategically aligned with our goals to drive meaningful social impact

Key Responsibilities

· Lead origination, due diligence, structuring and execution of social investments into mission-aligned commercial lenders and community finance organisations

· Manage a portfolio of investments, including monitoring financial and social impact performance, reforecasting, and supporting investee governance

· Build and maintain strong relationships with mainstream banks, credit funds and aligned investors to crowd in commercial capital

· Play a leading role in shaping either our Guarantee Fund or our investment support for pilots and new products

· Contribute to strategic initiatives across the organisation, and support and mentor junior colleagues

· Represent Fair4All Finance at events, with stakeholders and in working groups

Essential experience & qualifications:

· Significant investment experience – this could be from social investment, banking, private equity or another relevant sector

· Strong financial modelling, commercial analysis and deal execution skills

· Excellent communication and stakeholder engagement experience, especially with senior leaders

· Evidence of building collaborative partnerships and leading teams or projects

· A commitment to our mission and an understanding of the impact of financial exclusion

Desirable experience

· Experience investing in social fintechs, consumer credit or early-stage ventures

· Experience working with community finance providers (e.g. credit unions, CDFIs)

· Commercial fundraising or regulated fund management experience

· Familiarity with policy and systems-change initiatives, especially around financial inclusion

Person Profile

You’re will be a confident, thoughtful investment professional with a passion for purpose. You’re equally comfortable pitching to senior stakeholders and getting into the details of legal documents. You thrive in collaborative environments, bring a sense of ownership to your work, and want to use your skills to make a lasting difference.

Who are Fair4All Finance?

We are a not-for-profit organisation working with Financial Services providers to improve the financial wellbeing of people in vulnerable circumstances by increasing access to fair, affordable and appropriate financial products and services.

Founded in 2019, we are funded from the Dormant Assets Scheme. The scheme is led by the financial industry and backed by the UK government. This makes it possible for money in dormant bank and building society accounts to be used to help good causes.

Our vision is of a society where the long-term financial wellbeing of all people is supported by a fair and accessible financial sector.

Fair4All Finance is a Disability Confident Committed scheme member.

Fair4All Finance is a Disability Confident Committed member. We’re committed to an inclusive workplace and will offer an initial interview to disabled applicants who meet the essential criteria for the role. You’ll be able to indicate this in your application. 

Our Benefits include:

Financial Security:

· Pension (2:1 up to 12% employer contribution), group life assurance, critical illness, and income protection, family leave

Wellbeing:

· 27 days holiday plus bank holidays, agile working, health cash plan, health & wellbeing resource hub (including an Employee Assistance Programme)

Personal & Professional Development:

· Individual discretionary Training budget

· Book Club – mission aligned, up to 4 per year

Fair4All Finance is dedicated to fostering a diverse and inclusive workplace that reflects the communities we serve. We value different perspectives, experiences, and expertise, encouraging everyone to grow and contribute fully. We welcome applications from all backgrounds, including age, gender identity, disability, marital status, race, sexual orientation, pregnancy, and socioeconomic status.

We ensure fair and equitable treatment for all team members and applicants and actively recruit from a diverse candidate pool. We are open to making reasonable adjustments to support candidates and promote flexible working for a healthy work-life balance.

To apply, submit your application via Applied by 5pm on Monday 7th July.

Please note that your application will be reviewed through a blind, unbiased process, so be sure to provide clear, specific examples in your responses. Your CV will only be reviewed at a later stage in the process.

Due to the nature of our work, and depending on the role, successful applicants may be required to undergo pre-employment checks, which include employment reference, financial and criminal record checks. All checks will be role appropriate and your recruiter will confirm which checks are required. We manage our checks via TrustID.