Reporting and Research Manager

This is an exciting opportunity to join our fast-moving and supportive climate start-up as we enter a critical high-growth phase. We seek someone data-driven and detail-oriented to coordinate the systems and reporting that drive our campaign.

The ideal Reporting and Research Manager will be excited to use Excel to organise data and discover new insights into our work. They will enjoy digging into the details of the charities we support to report on their progress or fine-tune our methodology. They will relish the chance to master complex systems like Salesforce to advance our cause. And they will be comfortable communicating effectively and respectfully with our stakeholders, including Board members, potential donors and the charities we support.

About us:

Less than 2% of global philanthropy goes to climate mitigation. We’re working to change that.

First, we make high-impact climate philanthropy easy by assembling and reporting on a diverse portfolio of the world’s best climate charities. Second, we’re making that philanthropy normal in sectors where it plays almost no role today. To do this, we partner with financial advisers, investment platforms, investment managers and corporate social responsibility teams.

Professional experience required

1-2 years of experience in a relevant field (data analysis, reporting, research, etc).

Skills required

1. Proficiency in Microsoft Excel
2. Experience of managing databases
3. High attention to detail
4. Time-management and self-organisation
5. Ability to take initiative, identify problems, and solve them creatively
6. Excellent communication skills
7. Understanding of, and passion to address, climate change and biodiversity loss

Skills preferred but not required

1. Understanding of the financial services industry
2. Understanding of small business / charity management
3. Customer Relations Management (CRM) experience (Salesforce, etc)

Main duties and responsibilities

Database management (15% of work)

• Oversight of the Global Returns Project's (GRP) Customer Relations Management (CRM) system, Salesforce
• Optimisation of Salesforce system to help GRP meet and track its ambitious targets

KPIs and reporting (15% of work)

• Manage monthly reporting of GRP’s financial transactions
• Update GRP’s databases in a timely and accurate fashion using Salesforce data, bank records and other software as required
• Produce monthly reports of GRP outreach activity using Salesforce data
• Translation of GRP strategy into rigorous Key Performance Indicators (KPIs) spreadsheet

Charity research and impact reporting (25% of work)

• Research on climate charities for possible addition to GRP’s portfolio of recommended organisations
• Six-monthly assessment and scoring of GRP’s current recommended charities using our proprietary methodology
• Maintenance and updating of GRP’s selection/assessment methodology
• Quarterly presentations to GRP’s Due Diligence Committee on our recommended charities, impact reports, etc.

Lead identification support and outreach tracking (20% of work)

• Lead identification support for potential individual donors and institutional partners
• Weekly tracking and reporting on outreach to identified leads

Event coordination (25% of work)

• Assist with coordination of GRP fundraising events for various target audiences
• Coordination of venue hire, panellist outreach, invitation design/distribution/follow-ups, guestlist tracking, name badge production, day-of preparation and oversight, etc

Location: Hybrid working. 3 days per week at home, 2 days per week in-person at a private members club in Covent Garden, the heart of London.

Benefits: 25 days’ holiday allowance, flexible working, occasional 1-2 days extra holiday for Christmas period

Reports to: Chief Project Officer

Timetable: Candidates will be considered on a rolling basis

Preferred start date: As soon as possible