Role Purpose 

This is a newly created role in our growing Investment team – supporting the team to manage and report on a growing investment portfolio of leading community finance providers. Some examples to our investments made to date can be found here. 

This is an exciting opportunity for someone who wants to help transform the way financial services serve people in vulnerable circumstances in the UK. At Fair4All Finance we are supporting the development of organisations serving this consumer group through financial investments, development of tools and frameworks, and provision of advisory services to individual organisations.  

This role is to support the investment and portfolio management work of the Investment team. Our ideal candidate will be organised, flexible, good-humoured, creative and resourceful, and contribute to the continual improvement of our structures and processes. You'll collaborate purposefully with others on shared goals. You’ll be self-directed and able to anticipate future needs or activities, sometimes acting ahead or reacting to circumstances without waiting for direction. 

What you'll be doing 

Reporting 75% 

• Designing a straightforward reporting methodology for our growing portfolio of impact investments into community finance providers (supported by the Investment Director), working with the Investment team and research associate to refine our financial & social KPIs; to be in place by Q3 2021 

• This will include the final fund reports of our Covid-19 Resilience grant fund in summer 2021 

• Then taking on responsibility for our monthly & quarterly portfolio reporting – working closely with the Investment officers in the team, and delivering clear & concise reporting to the board and wider stakeholders 

Investment due diligence 15% 

• Supporting the investment officers on other aspects of making investments and managing the portfolio, including: AML requirements for each investment; legal completion of investments; regular reporting to our board 

Team support 10% 

• Some support for the Investment Director to arrange meetings with funders and other external stakeholders 

• Supporting the team with regular feedback, check-ins, and developmental objectives 

• Contributing to a healthy and positive team culture, through role modelling in line with our commitments 

• Contributing positively to the organisation's aims of diversity and inclusion 

• Looking after the health, safety and welfare of yourself and all around you 

• Taking on other reasonable duties as appropriate, in line with your skills, knowledge abilities and experience 

Who you are 

Essential experience and capabilities include:  

To be successful you will need to: 

• Be self-organised, proactive, and detail-orientated 

• Demonstrate strong oral and written communication skills   

• Possess a basic understanding of investment and/or impact reporting process(es) 

Desirable experience and capabilities include:   

It would be great if you also: 

• Experience of working with the social or impact investment, or community finance sectors  

Personal characteristics:  

We’d expect you to: 

• Passion for our mission to increase the financial resilience of people in vulnerable circumstances  

• Brilliant team player and takes the initiative to support colleagues and suggest solutions 

• Be great at building relationships at all levels  

• Enjoy innovative and experimental ways of team working 

• Seek continued learning and development (this role offers excellent career progression) 

What it means to be part of the Fair4all Finance team 

Values 

We are Inclusive 

We want to work in partnership with others who have experience and expertise and share what we have; we do not want to duplicate work done by others 

We are Transparent 

We are open and invite contribution in all we do  

We are purpose orientated 

The needs of people in vulnerable circumstances are at the heart of everything we do 

We have a service mentality 

We operate with humility and provide a practical commercial service to those seeking to improve financial inclusion 

We are agile and innovative 

We iterate potential solutions rather than designing for perfection 

We work holistically 

We seek to understand the problems we are trying to solve from both the viewpoint of the whole system and the individual effected