Investment Executive

Job Description

Foundation Scotland is Scotlands community foundation, helping communities take action, create positive change and deliver lasting impact through transformative funding. Their purpose is to support communities to shape their own future, with the capacityand resources to deliver it. They believe for every community to thrive, it should be resourced to match its vision.Foundation Scotland is trusted by hundreds of communities across Scotland, and over four hundred donors are supported by their services. More than £150 million has been distributed to charitable organisations, social enterprises, and community groups acrossScotland through innovative funding programmes and social investment since the Foundation launched in 1996.Prospectus is delighted to be working with Foundation Scotland to recruit an Investment Executive to join its well-established team. This is a full-time (or 4 days per week), fully remote working position.The role:Working closely with the Head of Social Investment, this role will be responsible for processing applications from social enterprises, carrying our loans/credit assessments, preparing detailed financial reports and making recommendations to decision makingpanels. Assessing affordability, financial modelling, report writing and proactively promoting the work of the Foundation will be all be important components of the work. This role will also manage a portfolio of social enterprise investments coordinatingfinancial draw down and ensuring regular reports are provided. Delinquency and provision management, implementing monitoring, evaluation processes and reporting outcomes alongside problem solving are key elements of the job. This role will also deliver supportfor the Social Investment Committee in all aspects of its work whilst simultaneously working in partnership with stakeholders and investees to make sure the whole process runs smoothly and all interested parties receive the best possible experience from theFoundation. This role will sometimes be responsible for representing the Foundation at various Forum and events used to spread the word about the work of the organisation throughout Scotland whilst sharing best practice with peer Funders in the region.Working collaboratively with all concerned stakeholders both internally and externally will be absolutely core to this role.The person:This successful candidate will have substantial, hands-on experience of managing, assessing and providing investment. This experience could have been gained in the corporate banking or financial services sector or indeed with another funder in the charityor not-for-profit sector. A sound knowledge of utilising financial models, assessing credit and financial reports in addition to managing relationships with stakeholders from a financial investment perspective. This person will be logical, analytical withstrong report writing skills and an effective gatherer of information and the ability to interpret it to provide reasoned and effective solutions and decisions. This person will also have strong stakeholder engagement and relationship building experience andwill have deal with people navigating the financial investment world, sometimes for the first time. This person will be helpful, diplomatic and decisive with clear and concise communication skills and the ability to appreciate the bigger picture whilst assessingrisk and making sound judgements.This person will be a collaborator and committed to the good work of the Foundation and the very high level of customer service it provides to its donors and its investees across the region. It would be advantageous but not essential for this person to havea working knowledge of Social Investment, Subsidy Control Regulations and a UK driving licence will be useful but again, not essential. This role represents a fabulous opportunity for someone with Financial Investment experience to join a team which is workingto improve the lives of people in the Scottish region.

Keyskills :
Social EnterpriseStakeholder EngagementSocial InvestmentFinancial InvestmentSubsidy Control Regulations