Portfolio Director

Cirro People
London (Greater)
From £50,000 to £60,000 per annum
01 Nov 2017
16 Nov 2017
Contract Type
Full Time

An award winning Charity is on the hunt for a highly experienced Portfolio Director to join the Senior leadership team working closely with the CEO and Directors. The ideal candidate will manage the Charity's relationship with the social enterprises in their investment portfolio, working with the CEOs and management teams to support them to achieve scale and to ensure that the charity's portfolio delivers maximum social value.

The Role:

The incumbent will also work closely with the charity's corporate partners and senior professionals in those firms on a regular basis, leveraging the charity's partnerships to broker world - class business support enabling accelerated scale up of the charity's social enterprises.

The role of the Portfolio Director will incorporate the following key responsibilities:

Portfolio and Investment Pipeline

• Deliver outstanding partnership management, working with the senior leadership of the charity portfolio social enterprises to support their growth and ensure the charity delivers maximum value

• Provide advice and mentoring to the portfolio, identifying areas of further support for the social enterprises to overcome challenges to growth

• Identify and scope business critical projects for portfolio members and mobilise resource from the charity’s corporate partners to deliver these

• Identify and act upon opportunities to support the growth of a peer network within the portfolio, enabling social enterprises to collaborate and learn from one another

• Manage a team of two Investment Managers, directing their work to identify investment prospects and to successfully deliver the charity Design, a pre-investment programme helping selected social enterprise prepare for growth.

Investment Committee and Reporting

• Work with the CEO and senior team to plan and set Investment Committee agendas, using this key forum to drive the charity’s work and performance

• Track and monitor performance (financial and social impact) of the portfolio and report to the charity’s Investment Committee

• Present well argued, comprehensive investment cases to the charity’s Investment Committee and deal effectively with robust challenges from committee members

Corporate Partnerships

• In collaboration with the Director of Partnerships & Operations, proactively leverage the charity’s relationships with its corporate partners to broker professional support:

- Recruit and build talent banks of skilled individuals to deliver professional support

- Work with multiple stakeholders within each corporate partner to mobilise volunteers, track the delivery of support and evaluate its impact

Organisation and Team

• Evaluate the charity's performance and improve internal processes to increase efficient delivery, including working with the Director of Partnerships & Operations to improve the data collection and management process

• Work with the Director of External Affairs to promote the charity within our corporate partners and the social sector

• Act as a senior member of the charity’s leadership team, supporting the Chief Executive and other team members as appropriate

Essential Skills:

• At least 8 years’ experience in industry, commerce, professional services, or the social sector with some management experience

• Comfortable working with business leaders, management teams and CEOs

• Outstanding stakeholder management skills, including ability to network and build lasting relationships with organisations

• Numerate and financially literate

• Experience of reviewing business plans and assessing operational strategies at an organisation/company level

• Due diligence experience is an advantage

• A keen interest in and some experience of social enterprises or the charity sector


All Applicants must have the right to legally remain and work in the United Kingdom.

My Client is an Equal Opportunities employer who accepts applications from everyone so please feel free to apply.

All suitable applicants will be notified accordingly as the Client is looking to interview immediately!

This job was originally posted as www.cwjobs.co.uk/job/77269171