Interim Head of Investment Management

2 weeks ago


London, United Kingdom eFinancialCareers Full time

**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 - 90,000 (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 sub-portfolio focused on higher returning, medium time horizon treasury assets with strong ESG and impact credentials alongside an asset-liability 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 impact-led 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 end-to-end investment process is delivered across all investments that enables high quality decision making, value-add 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 sub-committee.
- 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 multi-asset 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
- Self-starter - 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
P



  • London, United Kingdom Legal & General Investment Management Full time

    Your role at a glance The role is aimed at providing comprehensive support to the LGIM DC (Defined Contribution) Investments team and wider DC Distribution team, driving forward processes and innovation within DC Investments. This is a 12-month fixed-term contract (maternity cover) and the position will focus on helping DC Investments team establish more...


  • London, United Kingdom Management Recruitment Group Full time

    A London based university are seeking an **Interim Head of Sustainability** to undertake a project for c. 6 months. Reporting to the Director of Estates, the Head of Sustainability takes full responsibility for championing sustainability and supporting the university to embed sustainability across all its activities. The role holder will take the lead in...


  • London, United Kingdom Cobalt Recruitment Full time

    **Investment Accountant - Interim** Cobalt are working with a premier pan European logistics investor in their search for an interim Accountant to join their Investment Accounting team. Working closely with the rest of the finance team, you will be assisting the Finance Manager as the Interim Investment Accountant in the daily operations of the...


  • London, United Kingdom INTERIM PROFESSIONALS LIMITED Full time

    My client is a prestigious care provider in West London who need a interim CQC Registered Care Home Manager on an interim basis for a 6mth period. **Job Summary** Responsible for the strategic, operational and financial management of the Care Home and accountable for the continued success of the Home whilst maintaining a culture of excellence. To ensure...


  • East London, United Kingdom ShareAction Full time

    **Contract type**: Fixed-Term (6 months) **Salary**: £49,500 - £54,280 pro rata (dependent on skills and experience) + 8% pension contribution **Interview dates**: there will likely be two rounds of interviews, week commencing 9th January 2023 **ShareAction** We are at a pivotal moment: the climate and biodiversity crises are deepening, and...


  • London, United Kingdom Kane Recruitment Full time

    JOB SUMMARY: Provide the strategic and operational leadership to achieve excellence in the delivery of repairs service for residents, ensure that resources are delivering value for money outcomes. ROLE REQUIREMENTS: [The role requirements are the duties and responsibilities that are specific to the job. If a duty is required to be carried out infrequently...


  • London, United Kingdom eFinancialCareers Full time

    Role Overview: Sign off on deals participated in from an investment accounting perspective Review the daily production of the following and be able to cover in case of staff absence: Daily trade input - includes equities and derivatives (options, futures, forwards etc) Daily cash flow movements Manage administration with private funds held -...


  • London, United Kingdom Eximius Finance Full time

    Role Overview: Sign off on deals participated in from an investment accounting perspective Review the daily production of the following and be able to cover in case of staff absence: Daily trade input – includes equities and derivatives (options, futures, forwards etc) Daily cash flow movements Manage administration with private funds held –...


  • London, United Kingdom Cedar Recruitment Limited Full time

    **Sector**: Accountancy & Finance - **Contact**: Josef Aiston - **Duration**: 4 Months - **Start Date**: 22/05/2023 - **Expiry Date**: 08 June 2023 - **Job Ref**: JO0000012713_1683623469 Cedar is currently partnered with a hyper-fast growth VC-backed technology firm, at the cutting edge of their industry, to help them secure an Interim Head of Management...


  • London, United Kingdom MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...


  • London, United Kingdom Page Personnel Property & Construction Full time

    The Interim Head of Facilities Management role is to oversee all FM Operations and other members of the Facilities management team with the delivery for the Campus. This role will involve managing a team of facilities staff. **Client Details** Our client are an established higher education provider in the City of London. You will be sat within their Real...

  • Interim Head of HR Operations

    Found in: beBee jobs GB - 3 weeks ago


    London, Greater London, United Kingdom Michael Page Human Resources Full time

    An education organisation are looking for an Interim Head of HR Operations for an initial 6 months. The role is to manage the full employee lifecyle and manage a small team. The role is based in London with an immediate start. Client DetailsEducation OrganisationSouth London BasedHybrid WorkingDescriptionAn Interim Head of HR Operations to:Manage the full...


  • London, United Kingdom Communicate Recruitment Solutions LTD Full time

    **Interim Head of Group Reporting** Communicate are currently recruiting for an Interim Group Finance Manager to join a very exciting and progressive FTSE listed Real Estate business based in the heart of London. They are looking to bring on an experience Group Finance Manager/ Head of Group Reporting who can lead the year end process. This role is an...


  • London, United Kingdom Personnel Today awards Full time

    An education organisation are looking for an Interim Head of HR Operations for an initial 6 months. The role is to manage the full employee lifecyle and manage a small team. The role is based in London with an immediate start. Client Details Education Organisation South London Based Hybrid Working Description An Interim Head of HR Operations to: -...


  • London, United Kingdom Michael Page (UK) Full time

    About Our Client Education Organisation South London Based Hybrid Working Job Description An Interim Head of HR Operations to: - Manage the full employee lifecycle - Line manage a team of 3- Provide effective operational management to the team - Develop and upskill the team where necessary - Provide effective and high quality advise to managers -...

  • Interim Head of Finance

    Found in: beBee jobs GB - 2 days ago


    London, Greater London, United Kingdom Talentedge Full time

    Interim Head of Finance - FinTech £550-650p/d Inside IR35 6-9 months - opportunity to go permanent Central London Based (Hybrid) Start Date: Ideally ASAP This is an exciting opportunity for an immediately available individual to join a high growth FinTech scaleup as they embark on the next exciting phase of their journey. After the business recently...


  • London, United Kingdom Goodman Masson Full time

    Are you a passionate leader looking for an exciting new hands-on opportunity? Do you have charity experience? Are you available immediately or on a short notice period? If so, read on… My client, a leading charity is seeking an interim Head of Finance to bolster their finance team on an initial 3-month temporary basis. This role is a part time role - 3...


  • London, United Kingdom Campbell Tickell Full time

    Campbell Tickell are working with a For Profit RP based in London who are seeking an Interim Head of Operations to join their team. - **Job Title**:Interim Head of Operations - **Industry**:Housing Sector - **Location**: London - **Duration**: 9 Month Fixed Term Contract - **Salary**: Minimum £70,000 Per Annum - **Start date**: As soon as possible. -...


  • London, United Kingdom Global Accounting Network Full time

    Global Accounting Network are partnering with a media & entertainments client looking to hire an interim Head of FP&A. This will be an initial 6 month contract with potential for temp to perm. As the Head of FP&A, this will report into the Finance Director and will have 2 direct reports. Main Responsibilities: - Lead the financial planning and annual...


  • London, United Kingdom Legal & General Investment Management Full time

    Reference - VN-24752Role Type - PermanentLocation - LondonSalary - CompetitiveClosing Date - 31 January 2023Your role at a glance - There are many different investment roles at Legal and General, and at this early stage in your career we are keen that you get to experience a range of roles and responsibilities. That is why we will be running a...