Senior Investment Analyst

Job Title:  Senior Investment Analyst

Location:  Birmingham

Salary:  £30,000-£40,000, depending on experience, company pension scheme and participation in Employee Benefit Trust after 12 months

Hours:  37 ½ hours per week, Monday-Friday 

Summary:  Resonance is looking for a Senior Investment Analyst to work in its Birmingham office, supporting the Resonance"s Investment team with a focus on our West Midlands SITR (social investment tax relief) Fund. The ultimate goal of this Fund is to dismantle poverty and disadvantage in the West Midlands region by providing affordable investments to social enterprises so they can grow their business and scale up their impact.

Resonance is a social impact investment company with 16 years experience of working with social enterprises throughout the UK. We have expertise in property, community-led projects, homelessness, education, health, social care and criminal justice.  We also create and manage impact investment funds and currently have over £186m under management. If successful you will join a team who currently work from offices in Bristol, Launceston, Birmingham, London & Manchester.

Responsible to: Investment Manager

Important Functional Relationships (Internal):  Funds Team, Central Team (finance, people, compliance) and Comms Team.

Important Functional Relationships (External):  Social Enterprise clients: Social Enterprise networks and support organizations, Investors, Financial Advisors and Wealth Managers, Resonance West Midlands SITR Investment Committee.

Key Function:

The Senior Investment Analyst’s key function will be to support the deployment and operation of the Fund. Responsible for coordinating and contracting with new business opportunities and ensuring projects are delivered to high standard.

The Role of Senior Investment Analyst

Core responsibilities:

Sourcing social enterprise investment opportunities

Assisting social enterprises with understanding SITR, the loans we can offer and how we work

Supporting social enterprises who are considering social impact investment to fund their growth

Managing ongoing relationships with both current and potential investees

Carrying out due diligence and financial analysis to assess investment opportunities

Preparing investment papers and presenting recommendations to the Investment Committee

Supporting investees to meet their loan conditions 

Executing deals from the Fund

Monitoring investments made

Helping to build the Resonance network in the West Midlands

Actively sharing the learning from projects across the Resonance team


Secondary responsibilities

Representing Resonance at events and other profile-raising activities

Developing relationships with investors and other partners

Assisting with reporting to Resonance's leadership team and board of directors

Deputizing for other team members

Person specification

Key Strengths

This person will be:

A team player: working with people in and outside of the organization to get the job done

Resilient: capable of maintaining motivation and focus despite setbacks

Strong on execution: able to bring together and orchestrate numerous moving pieces and drive things forward in order to get the project delivered

Financially literate but socially motivated: not "in it for themselves" but still highly skilled in shaping commercial solutions to best fit the social goals of client enterprises

Empathetic in seeing the other side of the story and yet also holding people to account


Essential experience and skills:

Desire to help address social issues through impact investment

Fully subscribes to Resonance's vision, mission and values

Ability to understand, interpret and advise on business and impact strategy within the context of a values-led enterprise

Commercial acumen and ability to creatively identify and execute business opportunities 

Strong financial modeling skills

Strong verbal and written communication skills

Strong networking, interpersonal and influencing skills

Able to prioritize work towards clear goals and performance targets

Able to work independently and demonstrate initiative and tenacity in seeing tasks or projects through to conclusion

Thorough and detailed approach to organizing work and maintaining accurate records

Highly professional and ethical approach in representing the company and marketing its products

Willing to travel within the UK and work with colleagues inmultiple locations using appropriate communications technology

Enthusiasm to work in an entrepreneurial and innovative environment


Educated to degree standard

Other relevant professional qualification

Knowledge of social enterprise sector

Knowledge of social investment sector

Knowledge of the West Midlands region

Experience in social investment either from the social enterprise perspective or from the investor side (if very hands on experience) includimg deal structuring, executing and ongoing management

Experience of the development and implementation of social impact management frameworks

Experience in the implementation of systems and performance measurement processes

Strong project management skills


As well as working for an innovative, growing business, with lots of variety and opportunity, we offer a competitive remuneration package, a flexible working environment and a flat management structure. The role offers the opportunity to work in a business that is pioneering and changing the face of investments and social enterprises in the UK.