| May 28, 2024

Portfolio Data Coordinator – 12-Month FTC Impact Investing Jobs in London at British International Investment

Guest Author

..

Website British International Investment

Our mission and objectives

  • British International Investment is the UK’s development finance institution, owned by the UK Government. We invest with the aim of solving the biggest global development challenges by investing patient, flexible capital to support private sector growth and innovation.
  • We have 75 years of experience successfully supporting the sustainable, long-term growth of businesses in Africa and Asia, and have recently expanded to invest in the Indo-Pacific and Caribbean.
  • We invest to achieve impact and a financial return which is then reinvested for more impact. Over the past five years, we have committed £7 billion of new investments, with our net assets growing in value to approximately £8.1 billion. We are now invested in 1,400 businesses which directly employ over 950,000 workers and support many more. Over the next five years, we plan to grow further, and aim to commit around £9 billion of new investments over the period.
  • Our current five-year strategy responds to the opportunities and challenges facing developing and emerging economies. To ensure our capital is used in the best way possible to meet these opportunities and challenges, it sets out three clear strategic objectives – to invest in productive, sustainable and inclusive development. These objectives mean an increased focus on climate finance, including investing in green infrastructure; on financing digital transformation; and on driving inclusive outcomes, including through gender and diversity finance.
  • We changed our name to British International Investment in 2022, to more accurately reflect our central role in the UK Government’s international financing offer.
  • In the last few years, we have expanded our presence in Africa and Asia by opening new offices in Bangladesh, Egypt, Kenya, Nepal, Nigeria, Pakistan, Ghana and Singapore; with further expansion planned.
  • We take an entrepreneurial approach to investment. We think innovatively about ways to deploy our capital, attract, and mobilise other investors, and drive transformational impact.
  • Deliver impact. We are a team of over 600 and place immense value on diversity within our organisation.
  • Read more about us and the strategy at www.bii.co.uk

Our mission and objectives

  • British International Investment is the UK’s development finance institution, owned by the UK Government. We invest with the aim of solving the biggest global development challenges by investing patient, flexible capital to support private sector growth and innovation.
  • We have 75 years of experience successfully supporting the sustainable, long-term growth of businesses in Africa and Asia, and have recently expanded to invest in the Indo-Pacific and Caribbean.
  • We invest to achieve impact and a financial return which is then reinvested for more impact. Over the past five years, we have committed £7 billion of new investments, with our net assets growing in value to approximately £8.1 billion. We are now invested in 1,400 businesses which directly employ over 950,000 workers and support many more. Over the next five years, we plan to grow further, and aim to commit around £9 billion of new investments over the period.
  • Our current five-year strategy responds to the opportunities and challenges facing developing and emerging economies. To ensure our capital is used in the best way possible to meet these opportunities and challenges, it sets out three clear strategic objectives – to invest in productive, sustainable and inclusive development. These objectives mean an increased focus on climate finance, including investing in green infrastructure; on financing digital transformation; and on driving inclusive outcomes, including through gender and diversity finance.
  • We changed our name to British International Investment in 2022, to more accurately reflect our central role in the UK Government’s international financing offer.
  • In the last few years, we have expanded our presence in Africa and Asia by opening new offices in Bangladesh, Egypt, Kenya, Nepal, Nigeria, Pakistan, Ghana and Singapore; with further expansion planned.
  • We take an entrepreneurial approach to investment. We think innovatively about ways to deploy our capital, attract, and mobilise other investors, and drive transformational impact.
  • Deliver impact. We are a team of over 600 and place immense value on diversity within our organisation.
  • Read more about us and the strategy at co.uk

Team and role overview

Purpose

The Investment Operations team is made up of three groups:

  • Data Management – responsible for ensuring investment related data is appropriate, accurate and consistent. Responsible for implementation and development of the Data Governance Policy.
  • Loan Administration – responsible for ensuring all loan transactions are processed in a timely manner and recorded accurately. Responsible for ensuring BII’s portfolio of debt and trade and supply chain finance investments is monitored for lifecycle events and administered effectively and efficiently.
  • Portfolio Administration – responsible for ensuring all equity and fund transactions are processed in a timely manner and recorded accurately. Responsible for ensuring BII’s portfolio of equity and fund investments is monitored for lifecycle events and administered effectively and efficiently.

BII has investments in over 200 funds.  We are seeking a Portfolio Data Coordinator to improve the quality of data held on funds that BII has invested in and the reporting we receive on those funds, in order to facilitate greater insight into BII’s funds portfolio and systematise information capture at different stages of a fund lifecycle.  This role will sit centrally within Investment Operations, reporting to the Investment Operations Business Analyst.

 

Responsibilities

  • Review fund legal documentation and identify core data attributes and reporting requirements due from each fund manager
  • Identify sources for each core data attribute to enable ongoing maintenance
  • Update core data attributes in eFront (BII’s Portfolio Management System)
  • Develop and maintain a tracker of reporting requirements due from each fund manager
  • Develop and implement a filing system for fund legal documentation and reports received
  • Develop analytical reports giving an overview of BII’s funds portfolio

The candidate

Background, skills, aptitude

  • Successful candidates will have some experience working with private equity fund data or in fund operations
  • Essential skills:
  • Understanding of private equity funds and the administration processes that are required to support them
  • Attention to detail ensuring a high degree of accuracy for all deliverables
  • Proficient with Microsoft Office tools, particularly Excel
  • Ability to build rapport with key internal stakeholders
  • Ability to source and organise information from a variety of sources
  • Desirable skills:
  • Experience using Portfolio Management Systems, ideally eFront
  • Awareness of various data visualisation tools and techniques, ideally Power BI
  • Candidates should be strongly motivated by BII’s development mission and ideally demonstrate some commitment to development or social goals through previous executive or non-executive activity.

Our cultural values

We look for team members who aspire, as we do, to work at our best and to be:

 

  • Impact-led, commercially rigorous
  • Tenacious in the face of challenges
  • Collaborative and caring

British International Investment is committed to diversity and inclusion and welcomes all applicants regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation or educational background.

 

Please provide a cover letter with your application

Salary: Competitive

To apply for this job please visit isw.changeworknow.co.uk.