Investment Operations Officer

Job Title: Investment Operations Officer

Department: Core Team (Middle Office)

Reports to: Risk and Investment Operations Senior Manager 

Grade: Officer - Core

Employment Type: Full-time, Permanent

Salary: £38,000 - £42,000 (depending on experience)

Location: Hybrid - London, EC1Y and homeworking

About Better Society Capital (BSC):

Better Society Capital (BSC) is the UK's leading social impact-led investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK; we do this by investing ourselves and enabling others to invest for impact too.  Since 2011, we have helped the social impact investment market grow twelve-fold to over £10 billion. This capital has financed social purpose organisations tackling everything from homelessness to mental health and fuel poverty. BSC manages £634m of its own investments as well as acting as portfolio manager for the Schroder BSC Social Impact Investment Trust (SBSI) managing its £83m portfolio. As BSC begins delivering its next five-year strategy, the organisation is embarking on a period of significant opportunity, growth and impact.

The opportunity:

The Investment Operations Officer is responsible for supporting the day-to-day operational activities of investment funds. This role ensures the accuracy, efficiency, and integrity of fund processes, including trade settlement, reconciliation, operational checks for cash management, and data management. The ideal candidate combines strong analytical skills with attention to detail and an understanding of financial markets. 

What you will do:

• Monitor and support daily fund operations, including trade processing, settlements, drawdown checks, account opening  

• Perform reconciliations across custodians, brokers, and internal systems to ensure data accuracy, counterparty management  

• Liaise with internal teams (portfolio management, compliance, risk) and external parties (custodians, administrators, auditors)  

• Maintain and improve operational processes and controls  

• Fund documentation ingestion management and data inputs  

• Project management and assistance with Investment team’s post investment decision deal onboarding  

• Prepare periodic reporting requests / questionnaires for external stakeholders  

• Ensure compliance with regulatory requirements and internal policies, and support ongoing compliance reporting of the business  

• Support KYC/CDD processes for all investment and advisory relationships 

• 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  

What you will bring:

Qualifications & Experience

Essential:

• Demonstrable experience of your excellent analytical and problem-solving skills 

• Experience of working in an environment where high level of attention to detail and accuracy is vital 

Desirable

• 1–3 years of experience in fund operations, asset management, or financial services (preferred but not mandatory)  

• Understanding of financial instruments (particularly alternatives) is preferred but not mandatory  

• Proficiency in Excel and familiarity with AI, CRM and PMS systems 

   

Skills, Abilities and Attributes

• Strong communication and interpersonal skills 

• A genuinely service-orientated outlook – you take pride in making things run well 

• Ability to work in a fast-paced environment and manage multiple priorities 

• Collaborative, with a hands-on approach to pro-actively solving problems with others and with a solution orientated mindset – someone who anticipates needs rather than waits to be asked 

• Prior knowledge or interest in social enterprise, charity or impact related work 

Embody Better Society Capital core values:

Ø  Purposeful –We are passionate and energetic in our work to bring about our long-term vision of a thriving social investment market that enables positive social impact.

Ø  Pioneering Spirit - We give our team the autonomy and flexibility to be entrepreneurial and creative. We have the courage to push boundaries and a restless drive for change

Ø  Openness - We listen, learn, experiment and collaborate.  And we are adaptive and flexible in responding to what we learn.

Ø  Rigorous - We take a rigorous approach in all we do.  We expect the highest standards and continually strive for excellence

Ø  Respectful - We are genuine in both our approach and aspiration.  We value each member of our team and our partners for what they bring.

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 anyway. You may be just the right candidate for this or other roles.

How to apply:

Please apply via Applied which is designed to minimise unconscious bias in recruitment. We will review your CV and two written answers which should answer the two following prompts: 

 1. Think of one piece of professional work from the last 3 years that best demonstrates why you’d be a strong fit for this role at Better Society Capital. Please cover: 

• Context - Where were you working and what was the goal? 

• Your role - What were you personally responsible for? 

• Two key decision you made - What options did you consider, and why did you choose the path you did? 

• Impact - What changed as a result? Please include any concrete outcomes (numbers, stakeholder feedback, decisions taken, etc.). 

• Looking back - What, if anything, would you do differently now, and why? 

2. We want to understand why you are interested in a career here at BSC. Tell us about a time where you tried to do something to create a positive change. 

• What was the goal? 

• Did it happen? 

• What did you learn about yourself along the way? 

Your answers should be no longer than 250 words each 

NB We do screen for applications that appear to be heavily generated by AI. You’re welcome to use AI tools to support small edits, such as improving grammar, structure or clarity, but your CV and supporting answer should reflect your own experience, knowledge, skills and motivations. Applications that feel authentic and genuinely personal are most likely to receive a 5-star score. 

Closing Date:  9am - Wednesday 10th June 2026

Interviews

• Initial Screening calls will be held 17/18th June 

• Round 1 interview (virtual) will be held w/c 22nd June 

• Round 2 interview (in-person) will be held w/c 29th June 

We are a Disability Confident Committed employer. Disabled applicants who meet the essential criteria will be considered for an initial screening interview. When application numbers are high and we are unable to interview everyone who meets the minimum criteria, we will prioritise those who best meet the essential requirements of the role.

We are defining a disability in accordance with the Equality Act 2010, as a person who has a physical or mental impairment, and the impairment has a substantial and long-term adverse effect on their ability to carry out normal day-to-day activities. You will be asked in your Applied application whether this applies to you.

If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch.

You can find out more about our recruitment approach here

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. Colleagues typically 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. We hope that this working pattern encourages Better Society Capital employees to achieve a healthy balance between work and personal life, as we adapt to the needs of our diverse workforce.

Right to work: We are unable to offer work sponsorship for this role. Candidates need to have the existing right to work in the UK and for the duration of employment to be considered. 

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. If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch .