Portfolio and Investment Analyst

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Job title:            Portfolio and Investment Analyst 

Reference:         MM166

Contract:            Permanent, full time, 35 hours per week

Location:            London based with hybrid (2 days per week in the office)

Salary:                Up to £32,000 per annum (depending on experience)

Do you want to lend with purpose? With CAF’s social investment team you can develop your analytical and lending skills within a social impact lens. Working with our existing portfolio and new clients you’ll be part of a team stewarding philanthropic capital to drive meaningful change 

We’re looking for a talented Portfolio and Investment Analyst to join our Social Investment Team at Charities Aid Foundation (CAF).

What you’ll do

At CAF, every one of us contributes to our impact, and as our Portfolio and Investment Analyst you too will play an integral part in what we do.

You’ll work as part of the Social Investment team supporting the assessment, disbursement and management of social investments in charities, strengthening their resilience and enabling greater social impact.  You’ll continually build expertise in social investment, social impact and credit analysis, predominately working with the team’s existing portfolio, developing relationships, celebrating impact and identifying trends to manage risk.  You’ll work with colleagues to steward philanthropic capital by aligning funders’ goals with the needs of social purpose organisations to drive meaningful change.

As our Portfolio and Investment Analyst you will:

• Work as part of the team supporting the management of existing and new social investments to develop your lending analysis skills and deliver successful investee outcomes
• Assist with the eligibility and review of 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

Who you’ll be

This role is for you if you have experience of working in a financial, business or charity environment or have relevant transferable skills and have a desire to make a difference to society.

We are looking for:

• A team player who can work well with others
• Experience in gathering information and using it to form a judgement
• High level of numeracy
• Ability to prioritise and manage multiple tasks
• Ability to confidently develop new relationships
• Ability to understand and empathise with a range of social needs and charitable activities
• A can-do approach, taking ownership and committed to continuous professional development
• Self-motivated and can demonstrate adaptability/flexibility

What’s in it for you

At CAF you will receive:

• Permanent hybrid ways of working where roles allow
• Six weeks holiday plus bank holidays
• A wide range of development opportunities to support personal and professional growth
• Pension scheme with better-than-market employer contribution options
• Social impact benefit schemes

For all our employer benefits and to gain an insight into our culture and values, please visit cafonline.org/careers.

Who we are

The Charities Aid Foundation exists to accelerate progress in society towards a fair and sustainable future for all. Over the last 100 years, we have led the way in developing innovative approaches to giving. Annually, we distribute over £1 billion to social purpose organisations around the globe. 

As a leading charity operating from the UK, US and Canada, alongside an international network of partners, CAF works at the centre of the giving world. We collaborate with corporate and individual donors to enable them to give more effectively, strategically and impactfully. This includes connecting them to charities globally and providing access to our in-depth sector knowledge, governance expertise and innovative giving solutions. 

We help social purpose organisations to strengthen their resilience and do more of their life changing work, through strategic advisory services from our Impact Accelerator, tools to support charities’ fundraising activities, and charity financial services from CAF Bank Limited and CAF Financial Solutions Limited. Using our research, policy and campaigns work, we understand and influence the wider environment for charities and donors. 

Diversity and inclusion

We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.

We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.

How to apply

The closing date for applications is 4 March 2026.

Please complete the form below, attach your CV and Cover letter, then click ‘Submit Application’ if applying via our website or send your CV to recruitment@cafonline.org 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.

Don’t meet every single requirement? If you’re excited about this role but your experience doesn’t align perfectly, we encourage you to apply anyway. You may just be the right candidate for this or other roles.

As a Disability Confident Employer, we guarantee to interview disabled applicants who meet the minimum criteria for the role. Please indicate on the application form if you would like to be considered as part of the Disability Confident Scheme.

To apply for this role you must be able to provide proof of your Right to Work in the UK.

So we can support you to be your best during the application or interview process, please contact our Recruitment team at recruitment@cafonline.org or 03000 123 566 to request assistance or reasonable adjustments.

Job Reference: MM166