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Deputy Head of Investments

Website Social Investment Scotland


More information on the role, as well as the full application link is available here: Applications via LinkedIn only will not be accepted.

Our values

  • Purpose: we are purpose driven – we are committed, innovative and impactful.
  • Integrity: we do what we say- we are reliable, honest, and consistent.
  • Unique: we embrace the power of difference- we are inclusive, open, and ethical.
  • Partnership: we grow strong partnerships- we are collaborative, confident, and respectful.

About us

Social Investment Scotland (SIS) are 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.’

Our strategy to 2030, ‘Building an Impact Economy’, highlights our approach to enabling social and environmental impact through our society and economy. By 2030, we aim to provide 5,000 enterprises with the tools, support, inspiration, and connections to create greater social impact; and to connect 5,000 social entrepreneurs, enterprises and third-sector organisations with mission-aligned investment and support.

At SIS, we value diversity of people and ideas. We have been developing DEI activities over several years, and work alongside expert partners to provide ways for the SIS team, board, investees, customers, and other stakeholders to develop their own knowledge, confidence, and DEI practice. This statement describes why we consider DEI important; our approach; DEI actions so far, and our aspirations for the future.

The SIS vision, or ‘north star’ for an impact economy has a number of aims:

  • Enterprises will be provided with the tools, support, and inspiration to plan, create and scale their social impact
  • Governments and their agencies can partner with social enterprises in a range of different ways, particularly to enhance delivery of social impact
  • Social entrepreneurs receive aligned investment and support
  • Consumers and businesses can purchase products and services from social enterprises, and
  • Investors of all kinds can make purposeful investments for a financial and a social return.

Purpose of Role

The Deputy Head of Investments role presents an exciting opportunity to play an important part in the growth and development of SIS. This role will provide operational and transaction level leadership within the Communities Team, delivering investments to charities and social enterprises as well as supporting the team through the management of a small portfolio of key customer relationships.

We are looking for someone who has previous experience of supporting new lending decisions, as well as relationship management of a portfolio of borrowers. We need someone who is passionate, proactive, can work well both individually and as part of a team and is flexible, adaptable and can manage competing priorities.

What you will be doing

This role is varied and involves being flexible in support of the needs of SIS, but the role includes the following key responsibilities:

  • Supporting the Head of Investments with leadership of the Communities team, including investment managers and investment support colleagues
  • Managing a portfolio of existing and new investments including attendance at investee Board meetings. This portfolio will consist of a small number of high-profile and more complex customers
  • Lead and support pipeline development opportunities within the team to identify and secure new opportunities including maintaining and tracking a pipeline database; assessing opportunities against investment criteria framework; and progress opportunities through diligence phase, including support for proposals at Credit Committee stage
  • Oversight and responsibilities for approved yet undrawn commitments working closely with the team, in particular the Investment Support Manager.
  • Working across the SIS team, while supporting and building a network of stakeholders, supporters, investors, and co-investment partners in line with the strategic vision and mission
  • Support SIS Market Building activities, advocating the work SIS does.

Relevant Skills and Experience

  • Transactional / deal experience in company finance with experience of structuring complex investment transactions
  • Able to assess lending applications and provide support to applicants to help with their own investment readiness
  • Experience of the social sector is desirable but not essential however, applicants should have an appreciation of the work and importance of social enterprise in Scotland and beyond
  • Leading a small team and ability to inspire/manage performance of the team
  • Experience of working on own initiative, without ongoing direct supervision
  • Experience of confidently delivering presentations and participating in meetings.

Personal Qualities

  • A demonstrable affinity with the values, mission, and vision of the SIS Group
  • A positive attitude and an ability to find creative and flexible solutions in a growing business
  • Resilient when faced with challenges, deadlines and changing solutions
  • An approachable, empathetic manner, quickly forming trusted relationships with colleagues and partners.

Benefits of Working at Social Investment Scotland

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
  • Competitive salary and benefits package
  • Flexible and hybrid working arrangements
  • A range of formal and informal training and learning opportunities
  • 39 days holiday (including mandatory days for Christmas and New Year)
  • Competitive pension scheme (8% SIS contribution/4% colleague contribution)
  • Life insurance
  • Hybrid working arrangements with options to:
  • Our team is primarily based at home with occasional days in SIS’s Edinburgh-based office (agreed on a case-by-case basis but normally 1-2 days per week).
  • Team members can also use community or co-working venues.
  • Face-to-face attendance at team events is expected; these events are usually in Edinburgh, although may take place in other locations in Scotland.