Interim Head of Investment Management - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:
Hybrid - London (Chancery Lane area) and homeworking

Contract: 9-12 Month Fixed Term Contract or Secondment covering Family Leave

Reporting to - Chief Investment Officer

Salary - £83, ,000 (full time equivalent) per annum, depending on experience

OVERVIEW

It is a unique opportunity to join a dynamic team of people from a wide range of backgrounds who are driven by transforming the way mainstream financial markets help deliver deep and lasting impact on people in the UK.

Your work will be focused in two principles areas:

Leading our investment management activities
This involves working across the organisation to take a portfolio view of our investment activity and ensure we effectively deliver our new and portfolio social investments across our Market Systems (sociallending, social property, impact venture and social outcome contracts).
Lead our Multi-Asset Treasury Portfolio
Our Social Investment Portfolio drives our overall investment activity, and our Treasury Portfolio is managed to ensure we have the required liquidity to meet our capital commitments. We have recently establisheda subportfolio focused on higher returning, medium time horizon treasury assets with strong ESG and impact credentials alongside an assetliability matching portfolio to meet near term commitments. You will lead the bedding in of this new portfolio over 2023.

The role holder will also play an important role supporting the learning and development of the investment team.

KEY ACCOUNTABILITIES AND SPECIFIC RESPONSIBILITIES
The Interim Head of Investment Management will take responsibility for BSC's investment management activity and Multi-Asset Treasury Portfolio, working with colleagues across the organisation

The job holder will:

Lead investment management activities including:

Working with the CIOs to ensure we're building a dynamic and balance portfolio of social impactled investments to deliver on our strategy, mission and organisational sustainability, including reporting to the Investment Committee quarterly on portfoliocomposition again plan
Ensure a consistent and effective endtoend investment process is delivered across all investments that enables high quality decision making, valueadd performance management and meets our clients' needs and regulatory requirements
Ensure portfolio risks are effectively identified, captured and managed across our Market Systems to support high quality decision making, including reporting to ExCo Risk and our ARCC Board subcommittee.
Support the continuous improvement of how we deliver our investment activity, particularly on portfolio management, across the organisation working with the following teams: all Market Systems, Data and Portfolio Operations, Impact, Finance and Legal.

Lead the Multi-Asset Treasury Portfolio including:

Working with the CIO, oversee the overall performance of the Multi-Asset Treasury Portfolio and consider any required actions on a quarterly basis or more regularly as required.
Working with the CFO, help to manage the overall Treasury Portfolio based on the liquidity required for the Social Investment Portfolio.
Working with a dedicated Investment Manager and external advisor, review the performance of holdings in the treasury across financial and ESG/impact considerations, including engaging with the fund manager.
Working with a dedicated Investment Manager and external advisor, develop a pipeline of potential investments and undertake due diligence for consideration by the Investment Committee.
Oversee all reporting to the Investment Committee and Board committees on the progress of the Treasury Portfolio.
Support the continuous improvement of how we deliver our Multi-Asset Treasury Portfolio

Supporting the learning and development of the investment team including:

Working with the CIO and People Team, consider and lead initiatives to improve the confidence and capability of the team to deliver our investment activity
Being a part of the investment team leadership group to support the ongoing management of the team, particularly across different functions
Potentially acting as a line manager to members of the investment team
Coach and provide support as required to other team members, as required, on making and managing individual investments

PERSON SPECIFICATION
Experience (essential)

A passion and demonstrable commitment to improving people's lives
Extensive experience of making and managing multiasset portfolio across public and private markets
Extensive experience of delivering investment management activities, including investment strategy, asset allocation, process, performance management and risk.
Experience integrating and considering ESG factors in investments
Proven relationship building and influencing skills
Extensive experience managing people and forming collaborative working relationships
Experiencing of operating at, working alongside or presenting recommendations to either an executive or board within organisations

Experience (desirable)

Impact investment background
UK social sector employment or voluntary experience
Experience integrating and considering impact factors in investments
Experience of activities across the public, private and social sectors
Experience of embedding learning into the investment process and delivery
Proven project management skills

Skills, abilities and attributes

Structured thinker able to deal with complexity and uncertainty
Innovative, creative and strategic approach to problem solving
Solves problems with multiple stakeholders in an open and empathetic way

Collegial team player

Flexible and willing to work with and contribute to a team
Selfstarter able to work under own initiative and source new opportunities
Relationship management excellent interpersonal skills and able to build relationships at all levels
Excellent written and oral communication skills
Hunger for continued learning and development, including developing others