About Social Investment Scotland

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.’

About you and the role

The Investment Assistant (IA) is often the first point of contact for the organisation’s existing and potential customers/ investees and the IA will support both the Communities Team with debt funding to Social Enterprises and Charities, and SIS Ventures (SIS V), with equity funding to mission-driven for-profit businesses. Responsibilities will include supporting business development, the investment pipeline process, the approval process, the legal process to drawdown/ investment of funds and ongoing customer relationship management.

We are looking for an enthusiastic and driven individual that thrives on providing excellent service as part of a team.

Here’s a taste of what you’ll do:

Overall responsibility for the smooth and efficient administration of SIS and SIS V investment activities for both debt and equity transactions:

• Leading the process from approval to completion
• Overview and reporting of the organisation’s investment pipeline
• Supporting key investment committees providing administrative support

The IA will work closely with SIS and SIS V Investment Managers ensuring that the organisation delivers an excellent customer experience, which will include customer/ investee contact at enquiry as well as throughout the investment approval and completion stages.

Updating and maintaining the CRM and loan management system, including report production, to ensure smooth deal flow and customer satisfaction.

Monitor receipt of management information highlighting specific issues to an Investment Manager where appropriate.

Strong IT skills with experience of Microsoft Office suite is required. Specific training on our CRM system will be provided.

Support the Business Development activities of SIS and SIS V and all aspects of onboarding customers/ investees, from 1st contact to relationship management.

An understanding or desire to learn and be directly involved in Social Investment is essential.

Desire to get involved in wider projects outside of normal activities would be a strong benefit.

Ability to work on own initiative, without ongoing supervision, strong positive attitude and resilient when faced with challenges, deadlines and changing requirements.

We will ask a lot of successful candidates - but in return working life at SIS offers:

The privilege and responsibility of working for a leading organisation with an ambitious mission.

A range of formal and informal training and learning opportunities.

A competitive salary and benefits package that is regularly benchmarked against similar organisations and that includes a contributory pension plan and generous annual leave entitlement.

Flexible working arrangements.

The chance to work with exceptional colleagues who lead by example and provide a source of support and encouragement.

Team social events

SIS is at the early stage of our Building An Impact Economy strategy, and we now require a proactive, confident and expert Impact Manager, to join our team and support in achieving SIS’s ambitious goals. SIS activity spans loan and equity investment, market building (webinars, workshops, training) and influencing those around us to operate with responsible business practices. The Impact Manager will work across SIS teams, and directly with investees, to ensure impact creation, integrity, measurement and improvement is at the forefront of SIS activities.

Responsibilities

An expert impact role delivered by the Impact Manager, with support from SIS’s external impact partners, working alongside the SIS Ventures, Investment and Leadership teams. The Impact Manager is responsible for:

Social and Impact Investment

• Work directly with potential and current investees, using agreed toolkits, to develop impact practice. Outputs include baseline impact surveys and summaries; theories of change and impact plans including indicators, in line with defined stages of the investment process.
• Support investment decision-making by contributing to investment appraisal and committee discussions.
• Contribute to development of new fund impact theses, and other initiatives, helping ensure impact is front and centre of SIS innovation activity.

Responsible Business Practices

• Promote adoption of responsible business practices, by businesses of all kinds, and support SIS customers and investees to set baseline and target activities to achieve greater positive impact through their business practices.
• Lead on agreed SIS responsible business practices engaging relevant stakeholders and developing required systems and other support as needed.

Please download the role profile below for further details about this role.