Do you want to lend with purpose? With CAF's social investment team you can develop your analytical and lending skills within a social impact lens. Working with our existing portfolio and new clients you'll be part of a team stewarding philanthropic capital to drive meaningful change
We're looking for a talented Portfolio and Investment Analyst to join our Social Investment Team at Charities Aid Foundation (CAF).
What you'll do
At CAF, every one of us contributes to our impact, and as our Portfolio and Investment Analyst you too will play an integral part in what we do.
You'll work as part of the Social Investment team supporting the assessment, disbursement and management of social investments in charities, strengthening their resilience and enabling greater social impact. You'll continually build expertise in social investment, social impact and credit analysis, predominately working with the team's existing portfolio, developing relationships, celebrating impact and identifying trends to manage risk. You'll work with colleagues to steward philanthropic capital by aligning funders' goals with the needs of social purpose organisations to drive meaningful change.
As our Portfolio and Investment Analyst you will:
Work as part of the team supporting the management of existing and new social investments to develop your lending analysis skills and deliver successful investee outcomes
Assist with the eligibility and review of loan applications, conducting initial social impact, organisational and financial analysis to inform the due diligence process and support the preparation of loan proposals
Responsible for the post-approval delivery coordinating with investees and internal stakeholders to progress investments efficiently from approval to disbursement
Track and monitor a selection of the social investment portfolio, providing social impact updates, financial summaries and contribute to loan variations where required
Liaise with clients to keep regulatory and contractual requirements up to date and maintain client records
Collect and organise data for monitoring and evaluation of social impact, to evidence the role of social investment to donors and other stakeholders
Who you'll be
This role is for you if you have experience of working in a financial, business or charity environment or have relevant transferable skills and have a desire to make a difference to society.
We are looking for:
A team player who can work well with others
Experience in gathering information and using it to form a judgement
High level of numeracy
Ability to prioritise and manage multiple tasks
Ability to confidently develop new relationships
Ability to understand and empathise with a range of social needs and charitable activities
A can-do approach, taking ownership and committed to continuous professional development
Self-motivated and can demonstrate adaptability/flexibility
What's in it for you
At CAF you will receive:
Permanent hybrid ways of working where roles allow
Six weeks holiday plus bank holidays
A wide range of development opportunities to support personal and professional growth
Pension scheme with better-than-market employer contribution options
Social impact benefit schemes
About CAF
At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.
We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.
Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.
If you are interested in joining us as our Portfolio and Investment Analyst and being part of an organisation who are people focused and are "Together Building Opportunity" please click on the apply button and you will be redirected to CAF jobs portal where you can find out more about the position and apply.
We would love to hear from you
Job Reference: MM166