As part of the GIIN’s mission to accelerate the scale and effectiveness of impact investing, we publish job openings from members of the GIIN Investors’ Council and other impact investing leaders.

Portfolio Manager

at UnLtd - Foundation for Social Entrepreneurs in United Kingdom

About the Job

Terms: Full Time, Fixed Term (9 months)
Reports To: Head of Investments
Salary Band: Grade D (£30,693 to £36,110 per annum pro rata) + London weighting of £3,285 per annum pro rata (if applicable)
Location: Due to Covid-19, this is initially an agile role so you can be based anywhere in the UK. Once we start to re-open our offices for staff, you are welcome to use one of the UnLtd office hubs in London, Bradford or Birmingham, or a satellite office in Scotland or Northern Ireland. We welcome applications from anywhere across the UK and are open to discuss flexible working, including working from home.

About the Role
We are a vibrant, ambitious and complex organisation, keen to continuously learn and grow so that we can better support social entrepreneurs. In doing so, we want to better align our work around the needs of our Social Entrepreneurs to help them maximise their impact.

We are looking for an exceptional individual to work on our post-investment support. As a Portfolio Manager, you will lead on the monitoring and managing the performance of the investment portfolio, the delivery of our support for a number of ventures, as well as helping to develop a pipeline of high potential ventures on our investment funds.

You will have the opportunity to learn from colleagues and consultants, building your knowledge of venture support. Support begins once an investment is made and lasts for the 5-year investment term.
Balancing the needs of a growing investment portfolio and flagging where ventures need additional support will be paramount to the success of this role.

You will work closely with the Investment Manager during pre-investment support and outreach, helping to build a healthy pipeline of social ventures. You will have the opportunity to work on a grant programme of pre-investment support, helping ventures to access support prior to the due diligence process.

Key Accountabilities

  1. Provide support to a portfolio of ventures, helping them to create lasting and far reaching impact
    • Work with a core group of 5-10 ventures to offer intensive support that will accelerate their growth and impact. From engagement and diagnostic through to driving and opening up support opportunities for each venture
    • Lead a consultancy-based approach for the rest of the investment portfolio (~20 ventures). This includes identifying core ventures’ needs and then engaging with and coordinating the rest of Unltd’s support options (both internal and external) to meet those needs.
    • Provide thoughtful funding and support allocation for pre investment and other post investment support, which is accessible, equitable, inclusive and focused on the entrepreneurs and their ventures impact and sustainability
    • Work & learn from colleagues across the wider organisation to ensure we are offering a comprehensive support offer to these entrepreneurs leveraging all UnLtd’s support, networks and connections
    • Work alongside the SE Workshop Manager to deliver accessible, equitable, inclusive workshops and events
  2. Managing, maintaining and reporting on the performance of the portfolio
    • Ensuring the collection of timely quarterly & annual financial, social and key operational reporting from ventures
    • Submitting quarterly and annual reporting to funders and participating in any funding audits for the investment Fund
    • Work with the Investment Manager, Research and Communications to pull together and annual report for UnLtd’s investment practices
    • Work with the Investment Lead to create management, discussion and analysis reports that flag areas of concern in impact or financial performance and propose recommendations to rectify challenges
    • Reporting to the Investment Committee and the Board on progress with pipeline and contributing to regular portfolio updates
    • Reporting back to relevant working groups and Venture Advisory Board on the progress of investments and the impact created as a result
    • Building a pipeline of ambitious entrepreneurs seeking social investment through the development of internal and external networks
    • Work with colleagues across the organisation to identify internal and external entrepreneurs seeking to scale operations and impact at national and local levels
    • Work with funders and investors in this space to develop UnLtd’s pipeline of entrepreneurs, and our position as a key player in the UK social investment market
    • Writing blog posts and attending and presenting at relevant events & workshops to increase UnLtd’s reputation as a social investor
    • Build and maintain key partnerships with organisations and people outside of UnLtd to benefit the portfolio of social entrepreneurs to access external capital and growth opportunities
    • Contribute in Investment and Board Committees with regards to investment and support for proposed ventures
    • Supporting ventures to access critical pre-investment support
    • Assess applications and provide supporting statements for ventures, working closely with grant funders to ensure applications are successful
    • Shadow consultants to learn from the expert support, implementing this in your own delivery with ventures
    • Work on a programme of grant funded pre-investment support, identifying relevant support areas and forging connections between ventures and consultants
    • Developing close relationships with ventures to support them through the investment-readiness process, helping to explain social investment in a simple and inclusive way

Job descriptions cannot be exhaustive. You may also be expected to support and deliver other projects and tasks, in line with your skills and experience that contribute to our overall organisation objectives beyond your core role.


What exactly are we looking for?

Often called ‘Essential Criteria’

  • You have experience and a track record of working with early stage social ventures
  • You have experience and / or an understanding of social investment and the needs of the social ventures when it comes to taking on and delivering against plans after investment
  • You can build strong relationships with a diverse range of individuals and organisations
  • You have an understanding and experience of funding landscape and in advisory support to individuals and early stage ventures
  • You have experience of Social impact reporting
  • You have experience of financial modelling
  • You have experience managing diverse portfolio of clients
  • You have knowledge of the political, economic and legal context that social entrepreneurs work in
  • You have financial awareness with experience of managing budgets
  • You have excellent communication and persuasion skills with the ability to negotiate and influence at all levels.
  • You have good IT skills, especially MS Office, and can access and derive information
  • You have great attention to detail

Personal attributes and values

  • You are motivated, committed, and with a deep empathy and connection to our mission and values
  • You are a strategic thinker and practitioner with a proactive, solutions-oriented approach.
  • You have real intellectual curiosity and a desire to understand based on rigorous evidence and collective wisdom.
  • You are results and impact-oriented with the highest standards in terms of delivery and performance, seeking to continuously improve and learn.
  • You are collaborative and a team player.
  • You demonstrate personal integrity and professionalism at all times

UnLtd’s Values
At UnLtd we are looking for people who support our values below.

We are Brave

  • We are ambitious about achieving social change
  • We are bold in pursuing new ideas
  • We are resilient in the face of adversity

We are Inclusive

  • We actively seek out great talent from everywhere
  • We value diversity and welcome challenging points of view
  • We foster an open and supportive environment

We are Accountable

  • We are transparent in our decisions and actions
  • When things go wrong, we learn from it
  • We hold ourselves to our purpose

To apply

Interested? Here’s how to apply

We need to know a bit about you, your experience and what you can bring to UnLtd.

You can submit a CV + supporting statement (up to 2 pages). We’d love you to tell us:

  • About you – your skills, experience and personal qualities;
  • Why you’re interested in the role and what you hope to get out of it.

The main thing is you can demonstrate you have skills and experience that relate to what we have said we are looking for.

We particularly welcome applications from disabled people, Black, Asian or Minority Ethnic backgrounds, LGBTQIA and from different socio-economic and educational backgrounds.

To apply visit:

  • Application Closing Date: Friday 30th of October 2020 at 10am
  • First round of interviews: Thursday 5th of November 2020
  • Final interviews: Monday 9th of November 2020

*UnLtd is committed to offering employment opportunities for people with criminal convictions. As a result, we will only ask you about any criminal convictions at initial offer stage. Your information will be treated fairly and confidentially and will not automatically exclude you from the role that you have applied for.

Find out more about our generous range of employment benefits by clicking on the link below:

UnLtd - Foundation for Social Entrepreneurs

Who We Are
UnLtd is the leading provider of support to social entrepreneurs in the UK and offers the largest such network in the world. Our mission is to find social entrepreneurs with bold solutions to today’s challenges. Through funding and support, we help them to realise their potential and creating lasting change.

UnLtd’s vision is a future where enterprising people are transforming our world for good. To enable this, we are committed to developing an eco-system of support to make it easier for those who need help to find it.

UnLtd values diversity and is committed to inclusion and understanding intersectionality. These are more than just buzz words for us. They’re principles guiding how we build our teams, support leaders, empower social entrepreneurs and create an organisation that’s the right fit for every person.

To support an inclusive environment where employees feel empowered to share their lived experiences and ideas, we have embedded an equity and inclusion group within UnLtd giving us a wide range of different perspectives in our work to help us see what is most needed in society. We are particularly keen to hear from those who identify as Black, Asian, or Minority Ethnic, LGBTQIA, those with a disability, impairment, learning difference, those with caring responsibilities, from a less advantaged socioeconomic background as well as any other under-represented group in our workforce.