Job Title: Investment Data Support Officer

Department: Investment Group

Reports to: Data and Portfolio Director [TBC]

Salary: £33,500 - £36,000

Contract: 6 Months FTC

Location: Hybrid / London, EC4A and homeworking

The opportunity:

We are looking for an enthusiastic individual with proven data administration and management experience who is keen to support our investment activity in our mission-driven Investment Group.

This role is key in helping to improve our core investment data set and systems to ensure we have quality and accurate data, particularly in our areas of impact and systems change management and insight. The individual will also support some of our annual data-led activities, such as our Impact Report.

This is a varied role that requires a logical and thoughtful approach to ensure management of multiple workstreams with rigour and purpose in a timely and professional manner. We celebrate innovation and this role would suit someone well who is client-centric and excited by making systems work well, suggesting recommendations for adaptation and improvement.

We are committed to every team member’s learning and development which makes this role well suited to someone who is keen and curious to learn new things and develop new skills.

What you will do:

Data Entry, Cleansing and Analysis

• Collating and cleansing key data points from multiple sources such as Investment Committee memos, legal documents and fund manager reporting

• Migrating key impact and financial data into Salesforce that is currently in Microsoft Office documents

• Reviewing the completeness of our investment records on Salesforce and SharePoint and working with key stakeholder to fill any outstanding gaps

Data Project Support

• Supporting the delivery of our annual impact report including data collation, analysis and visualisation

• Supporting the project management of our annual Equality, Diversity and Inclusion Survey to our fund managers and entering all EDI Action Plans into Salesforce

• Supporting the review of our Salesforce approach and data entry process to ensure quality and accurate records on an ongoing basis

Filing Support

• Supporting the development and implementation of a new filing structure for our core investment documents on Sharepoint

• Reviewing Sharepoint folders to ensure we have all key documents in place

What you will bring:

Skills, Abilities and Attributes

• Strong data management and administration skills

• Strong project management, time management and organisational skills

• A collaborative team player with strong communication skills and ability to establish excellent working relationships

• Enthusiastic and proactive

• High levels of accuracy and attention to detail

• Strong research and analytical skills

• Good at finding innovative solutions to problems

• Keen and curious to learn new things and develop new skills

• Strong written and oral communication skills

• Prioritises effectively and takes ownership of tasks

• Thrives in a varied role

• Flexible

Embody Better Society Capital core values:

• 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.

• 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

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

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

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

Experience

Essential experience:

• Demonstrable experience in data entry, cleaning and collation

• Working as part of a team, building relationships with key stakeholders at all levels

• Confident and competent use of Microsoft Office (especially MS Excel)

Desirable experience

• Experience working within financial services, charity or social enterprise sector

• Experience using Salesforce

• Experience in data analysis methodologies

• Experience of data visualisation tools

• Experience in filing and systems management

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

Location: We are a UK-based business with an office in the Chancery Lane area of London, accessible to a number of public transport links. Colleagues typically spend 40% - 60% of their working hours in the office, and the remainder from home. 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. 

Equality, 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; 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 with Nica Gordon (People and Talent Officer) at ngordon@bettersocietycapital.com

How to apply:

Please apply via Applied by 04 October 2024.

Applied is a platform designed to minimise unconscious bias in recruitment. You will be asked some work-based questions which are reviewed anonymously by the hiring panel. Please note, while you will upload your CV, it will not be viewed by panel members at this stage, so we ask that you give full consideration to each answer.

Please note: we screen for answers generated by Chat GPT. To get a 5 star score, we ask that your Applied answers are authentic and reflect your own knowledge, skills and motivations.

As a Disability Confident employer, we guarantee an initial telephone interview for all candidates with disabilities who meet the minimum criteria for the job. 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.

Interviews

Round 1 interviews will be held virtually approx week commencing Monday 14 October 2024

Round 2 interviews will be held in person approx week commencing Monday 21 October 2024

You can find out more about our recruitment approach here