Investment Operations Associate

Ethex and Energise Africa are looking for an Investment Operations Associate who will be responsible for ensuring the smooth day-to-day operation of our award-winning platforms. This role puts you at the heart of our organisation and at the cutting edge of making positive investing mainstream. We are in an exciting and pivotal time in our development, and we are currently recruiting for an ambitious, driven and motivated team member to help support across our Operations and Investment Management functions as we look to scale.

About Ethex and Energise Africa

We enable individuals to invest in impactful businesses they believe in – whether it’s fighting climate change, reducing poverty or building resilient communities. Since 2013 Ethex and Energise Africa have raised over £130 million of investment for over 100 impactful organisations from ~20,000 positive savers and investors. 

Job Overview

Reporting to the Senior Operations Manager. The role will embrace a wide remit to support colleagues across our Investment Management, Sales and Operations functions with day-to-day investment administration to enable smooth operation of the company and to enhance our customer service.

Roles & Responsibilities:

·       Due Diligence: Conduct full operational due diligence on potential offers to be listed on the platform. This includes KYC, legal entity checks and offer document review.

·       Offer management: efficiently and effectively managing the end-to-end process of creating, reviewing, tracking offers. This includes administration of post-close payments and investor updates. Serve as the central point of contact for enquiries from both the issuing clients as well as investors.

·       Process improvement: Proactively identify opportunities to streamline and optimize offer lifecycle management processes through automation, standardization, and best practices.

·       Standard Operating Procedures: Ensure that process notes are kept up-to-date with any changes or enhancements to offer management processes, and make them accessible to relevant team members for training purposes.

This is an excellent opportunity for someone looking to work for an ethical, diverse and impactful organisation, and to advance our aim of taking Impact Investing mainstream.

Key skills and experience:

• As an ideal candidate, you will have experience in a financial services environment which could be in a customer service, investment management or business operations role (a financial services background is desirable but is not essential for the right candidate)
• Experience of working in the back office of a platform-based service organization would be welcomed but again is not necessarily essential
• Excellent communication skills and a collaborative mindset, a can-do attitude, engaging with multiple parties from inside and outside the company
• The ability to build relationships, influence, manage conflicts if necessary and efficiently navigate situations in order to get things done
• MS Office suite literate
• A passion for operational excellence and customer service excellence.
• A structured and self-disciplined approach to work
• An interest in sustainable development/impact investing or similar
• Preferable but not essential, experience in fast-moving, growing organisations

Our Values  

• We want to create a positive impact and make a difference in the world. 
• We love helping communities, social entrepreneurs and businesses in innovative ways.  
• We aim to provide excellent customer service and treat all our investors fairly.  
• We are a friendly, dynamic, professional, and knowledgeable team.  
• We are a small team that likes delivering big impact. 

We hire great people from a variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values for making a positive impact in the world and making money do good, you will find a home at Ethex.

We believe in a fairer future for all, and we know that by working together we can do much, much more. We believe that everyone has the right to live and work without fear or prejudice regardless of race, age, gender, disability, sexual orientation, social class, religion and belief.

We’d love to hear where your passions and interests lie and which areas of the job specification most appeal to you. Please indicate your salary expectations and whether you are applying for the role on a full time or part time basis. Interviews will be conducted on a rolling basis.  This opportunity will close once the role has been filled so please apply early to ensure you don’t miss out.