Social Investment Scotland

Our values

• Purpose: We are purpose driven – we are committed, innovative and impactful;

• Integrity: We do what we say – we are reliable, honest and consistent;

• Unique: We embrace the power of difference – we are inclusive, open and ethical;

• Partnership: We grow strong partnerships – we are collaborative, confident and respectful.

About us

Social Investment Scotland (SIS) is a social investment finance intermediary (SIFI) operating across Scotland and beyond. Our mission is ‘to connect capital with communities, to make a real, measurable and sustainable impact upon peoples’ lives.’

Our strategy to 2030, Building an Impact Economy, highlights our approach to enabling social and environmental impact through society and economy.

Since 2001, we have invested £167m in over 570 organisations, primarily in Scotland, but also elsewhere in the UK. Our Impact Reports provide more information about the depth and variety of our work.

Diversity, Equality and Inclusion (DEI)

At SIS, we value diversity of people and ideas. We have been developing DEI activities over several years, and work alongside expert partners to provide ways for the SIS team, board, investees, customers, and other stakeholders to develop their own knowledge, confidence, and DEI practice. This statement describes why we consider DEI important; our approach; DEI actions so far, and our aspirations for the future.

Purpose of role

The Investment Manager is a key role at SIS being a main contact for our potential and existing customers.

The Investment Manager sits within the Communities Team and builds supportive relationships with Charities and Social Enterprises; primarily focusing on helping them access mission aligned investment whilst also providing exemplary levels of service to our existing customers.

Our SIS vision, or ‘north star’ has a number of aims:

• Enterprises will be provided with the tools, support and inspiration to plan, create and scale their social impact;

• Governments and their agencies can partner with social enterprises in a range of different ways, but particularly to enhance delivery of social impact;

• Social entrepreneurs receive aligned investment and support;

• Consumers and businesses can purchase products and services from social enterprises; and

• Investors of all kinds can make purposeful investments for a financial and a social return.

Responsibilities will include:

This role is varied and involves being flexible in support of the needs of SIS.  The role includes the following key responsibilities:

• Managing a portfolio of existing and new customer investments;

• Support pipeline development opportunities within the team to identify and secure new opportunities assessing opportunities against investment criteria framework; and progress opportunities through diligence phase, including presentation of proposals at Credit Committee stage;

• Work closely with the team, in particular the Investment Support Manager to ensure approved yet undrawn commitments are progressed and Conditions satisfied before drawdown;

• Working across the SIS team, while supporting and building a network of stakeholders, supporters investors, and co-investment partners in line with the strategic vision and mission;

• Attend SIS Market Building activities, and advocate for the work SIS does.

Competencies, Knowledge and Experience

We are looking for someone who brings:

• Transactional / deal experience in company finance with experience of structuring investment/loan transactions;

• Able to assess lending applications and guide applicants to help with their own investment readiness;

• Experience of the social sector is desirable but not essential however, applicants should have an appreciation of the work and importance of social enterprise in Scotland and beyond;

• Experience of working on own initiative, without ongoing direct supervision;

• Experience of confidently delivering presentations and participating in meetings.

Personal Qualities

• A demonstrable affinity with the values, mission, and vision of the SIS Group;

• A positive attitude and an ability to find creative and flexible solutions in a growing business;

• Resilient when faced with challenges, deadlines and changing solutions;

• An approachable, empathetic manner, quickly forming trusted relationships with colleagues and partners.

Benefits of working at Social Investment Scotland

We challenge our team to deliver their best, and in return, SIS offers:

• A benefits package that includes 39 days holiday (including mandatory days for Christmas and New Year), life insurance, a healthcare cash plan, and various salary sacrifice schemes, including for electric vehicles and cycles.

• A range of formal and informal training and learning opportunities.

• Competitive pension scheme (8% SIS contribution/4% colleague contribution).

• Enhanced people policies and leave allowances.