Portfolio and Investment Analyst

Final date to receive applications

3/4/2026

• Work collaboratively to support the management of existing and new social investments while developing strong social investment analysis skills and delivering successful investee outcomes.
• Assess initial loan eligibility and manage initial communications with prospective investees.
• Assist in reviewing loan applications, conducting initial social impact, organisational and financial analysis to inform the due diligence process and support the preparation of loan proposals.
• Responsible for the post-approval delivery coordinating with investees and internal stakeholders to progress investments efficiently from approval to disbursement.
• Track and monitor a selection of the social investment portfolio, providing social impact updates, financial summaries and contribute to loan variations where required.
• Liaise with clients to keep regulatory and contractual requirements up to date and maintain client records.
• Collect and organise data for monitoring and evaluation of social impact, to evidence the role of social investment to donors and other stakeholders.
• Assist in the preparation and presentation of reports and materials for the team.
• Demonstrate a can-don approach, taking ownership of continuous professional development and knowledge sharing.
• Support on broader cross-team initiatives with colleagues across the Impact Accelerator and build relationships across the wider CAF network.

London, EC2

Hybrid

Up to £32,000

Please complete the form in the link, attach your CV and Cover letter, then click ‘Submit Application’ if applying via our website or send your CV to recruitment quoting reference number MM166.

We welcome applications from everyone who feels they meet the criteria, regardless of age, sex/gender, disability, race, religion, national origin, sexual orientation, marital, veteran or parental status.