Social Impact Investment Manager

  • Job Title: Social Impact Investment Manager
  • Salary: £50,000 - £50,000 per annum
  • Contract: Permanent
Apply now


Job title:                       Social Impact Investment Manager

Location:                        Home-based with some travel across England

Reporting To:                Head of Small Social Lending

Contract:                        Permanent, full-time

Salary:                          £45,000-£55,000


Overall Purpose of the Role:

The Social Impact Investment Manager is responsible for supporting the Head of Small Social Lending to grow Charity Bank’s lending book through the sourcing and conversion of investment opportunities, the management of existing relationships, and the management and development of new enquiries.

Key priorities include:

•          Source investment opportunities within Charity Bank’s risk appetite, with priority responsibility for developing opportunities for Charity Bank’s social impact unsecured lending programs.

•          Support social sector organisations through the Charity Bank application process and where appropriate sign-post organisations for investment readiness support.

•          Convert investment opportunities within Charity Bank’s risk appetite and criteria into drawn investments.

•          Manage relationships with existing and prospective investees.

•          Manage relationships with other lenders and social sector networks with a view to cross-referring.

•          Be a champion for actual and potential customers in the social sector.

•          Meet business development targets as agreed with line manager.

•          Provide support to convert lending opportunities for Charity Bank’s wider small lending program for investments of under £500,000.

•          Other tasks as may be directed by the Head of Small Social Lending.


Key Accountabilities:

•          Source and develop applications for Charity Bank’s unsecured lending program.

•          Where applicants meet Charity Bank social impact and diversity objectives, provide (or sign-post applicants towards) investment readiness support

•          Assess the risks associated with an investment application, review the business plans / financial information relating to a potential investee, and liaise with its trustees /managers / directors. On occasions there will be a requirement to visit existing and potential investees

•          Make formal investment (loan and grant) recommendations, with appropriate risk analysis of good quality to the Credit Department

•          Work with Charity Bank staff and borrowers to ensure that approved loans are processed efficiently through to final drawdown

•          Undertake first year annual reviews

•          At all times maintain and manage the relationship with investees

•          Identify investees who are or may be suffering credit stress and who represent an actual or potentially impaired exposure for Charity Bank and support the Credit Department in any work-out action that may be required

•          Be responsible for the full and accurate utilisation of the CRM system and completion of loan applications, ensuring that Charity Bank’s standards are met and consistently applied

•          As directed by the Head of Small Social Lending manage a portfolio of borrowers

•          When required undertake external activities, to increase pipeline of loan opportunities and raise awareness of Charity Bank’s role and mission

•          Support the marketing and PR activity of the Communications Team

•          Identify opportunities to raise awareness of Charity Bank and its activities with external stakeholders

•          Meet targets set by the Head of Small Social Lending with appropriate training and support


Other Requirements:

  • Travel within England.


Key Contacts:

Internally – Head of Small Social Lending, Director of Lending, Chief Executive, Members of the Executive Committee including Director of Credit, Director Marketing and Communications and other regional team members, and Lending Services and Credit staff.

Externally – Social enterprises and charities, government, public sector bodies, grant-makers, umbrella organisations, social finance intermediaries, other lenders, accountants & support services, and Charity Bank clients.









  • 5 years’ relevant experience with a strong background in social investment or grant making or other relevant background
  • Experience sourcing investment pipeline/origination
  • Delivering business support or investment readiness support for social sector organisations
  • Strong business development skills
  • Experience working with organisations supporting high impact social sector organisations, or working with deprived, excluded and / or minoritised communities
  • Experience of investment lending/credit analysis from a banking, investment, lending, social finance, social investment background


  • Analytical skills including review of annual reports and accounts
  • Knowledge of company law and accounting policies and standards
  • Knowledge of government and local authority funding
  • Social Impact measurement skills


  • Excellent communicator – both orally and written
  • Strong organisational skills, excellent at prioritising and managing own time
  • Highly numerate and computer-literate; comfortable using technology
  • A self-starter
  • Ability to establish credibility and respect quickly


  • Empathetic; remains calm in the face of other people’s emotions
  • Excellent Interpersonal skills and emotional intelligence
  • Influencing skills – good at getting a message across
  • Self-reliant and able to work on own initiative
  • Discreet and tactful
  • Integrity
  • Energy and willingness to travel, sometimes at short notice when circumstances require


  • Motivated to achieve personal targets to support the overall success of Charity Bank –results-oriented
  • Committed to own continuing personal development
  • Ethical approach with a passion for charities and the social economy
  • A champion of good practice and people development
  • Leads by example, and sets own personal high standards
  • Intellectually able and self-motivated

Thinking Style:

  • Able to analyse a problem and present options to resolve it
  • Creative, innovative and change-orientated
  • Pragmatic approach to problem-solving
  • Well-organised and systematic in approach. Detail conscious

Application Process

Closes to applicants: Thu 1 Jan 1970

Long List to be sent to client: Thu 1 Jan 1970

Short List selected: Thu 1 Jan 1970

Interviews begin: Thu 1 Jan 1970

Attach a copy of your CV or Resume (.pdf or .docx files accepted | Max upload size: 16MB):

Latest from the blog