Investment Manager - Job Spec

CAF JOB DESCRIPTION

Job Title: Funder Relations Manager, Venturesome

Grade or Grade Range: Grade D

Department: CAF Venturesome, Social Investment

Main purpose of job:

A key member of the CAF Venturesome team, the job holder will be responsible for developing relationships with existing funders and attracting new sources of capital that CAF Venturesome will use in making social investments to charities and social enterprises. The job holder will work closely with CAF’s marketing and PR teams on all of CAF Venturesome’s communications – helping us to communicate more effectively with charities and social enterprises about the social investments we offer, and to communicate clearly with external stakeholders, current and potential funders.

Responsible to: Head of Venturesome

Budgetary responsibilities: n/a

Responsible for (staff/jobs): n/a

Key Job Responsibilities:

Funder relations

To support Head of Venturesome/senior investment managers in managing existing relationships with individuals, charitable trusts, foundations and corporations that have committed capital to CAF Venturesome’s funds; this will include being the primary point of contact for most funders and potential funders;
To support Head of Venturesome/senior investment managers in developing relations with new funders, in particular to increase (philanthropic) funds under management;
To regularly report to CAF Venturesome’s funders on the performance of their social investment;
To support Head of Venturesome/senior investment managers in the strategic development and growth of CAF Venturesome.

Communications

To support Head of Venturesome, and CAF’s marketing and PR teams, to develop CAF Venturesome’s communications strategy
To lead communications with external stakeholders, including funders, potential funders and potential partners – including responsibility for funder reports
To be responsible for communications with charities and social enterprises – working with CAF’s marketing and PR teams to run campaigns, send regular newsletters, maintain the website, and boost our profile.

CAF Behaviour Framework

The CAF behaviour framework sets out in a transparent and consistent manner the explanation of the performance expectations of all CAF People. Through the use of common language and common standard, it combines a set of behaviours with the required technical skills and knowledge needed to effectively perform in any given role in CAF. This framework is used for the assessment, management and development of performance of all our people across CAF.

Please refer to ‘Work the CAF Way’ booklet for the CAF behaviour framework.

Job Description dated: 5 March 2018

Job Holder’s Signature......

Date......

CAF job profile section 2 - Person specification

Job title: Funder Relations Manager Date: 5 March 2018

Attributes / Essential
 / Desirable
 / How
Evidenced
Experience
Some years’ experience of working in a financial, business or charity environment
Fundraising experience – from high net worth individuals and/or grant-making trusts, incl. managing existing funder relationships
Experience of gathering information and using it to form a judgement
Experience of convincing and persuading others to buy, invest or fund activities
Experience in writing reports
Voluntary sector experience gained as either an employee or volunteer
Experience of managing people / 
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 / A
Qualifications
Degree level qualification or equivalent experience
Finance qualifications /  /  / E
Specialist Skills/ Ability/Knowledge
Excellent verbal and written communication, including giving external presentations
Ability to write engaging reports for external stakeholders
Good level of numeracy
Able to influence others
Commercially aware and prepared to help create new products or services to meet market needs
Able to input into departmental strategy
Project management – to efficiently work with other CAF teams to successfully launch and sustain new communication initiatives / 
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 /  / C / T
Personal Qualities
Passion for supporting charities and social enterprises
Interest in social investment
Strong interpersonal skills, with the ability to confidently develop new relationships with organisations and people that have had no previous contact with CAF
Team player and strong people skills
Ability to understand and empathise with a range of social needs and charitable activities
Committed to continuous professional development
Self-motivated, organised and can demonstrate adaptability/flexibility
Accurate / 
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 / A/C/R
Special Conditions
On occasions may be required to work longer hours / overnight stays in visiting clients outside of the South East / 
Prior to Appointment
Credit Check
Basic Criminal Records Check
Employment References
Medical Clearance / 
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Key

R = ReferencesE = Evidence/CertificatesA = Application

C = Competency InterviewT = Testing/Assessment