Foreign Investments Associate Director

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Browntree Properties

Location: United Kindom

Full Time

Reporting to: Managing Director

Responsible for:

  • Treasury and Investments Administration
  • Credit Systems Developer
  • Investment Analysis

You will work closely with the Finance & Administration function and Project Development Director.

Role Overview:

The primary purpose of this is to build upon our current investment platform, its management capability and reputation, and to grow its current assets and portfolio of funds to sustain network growth and impact.

We are at a pivotal point in our evolution, with the potential for exponential growth. The successful candidate will need to be a strategic thinker, with an entrepreneurial mind set and a high tolerance for risk, as well as being adaptable and able to deal with ambiguity and change.

You will be a part of the Executive Team.

Key responsibilities:

  1. Strategy
  • Provide financial models for forecasting/testing the robustness of Our investment strategy
  1. Treasury
  • Manage Our treasury to ensure capital adequacy
  • Monitor/manage risks
  1. Investment
  • Devise investment strategies to achieve Our strategic objectives
  • Undertake due diligence of existing and new partner organisations
  • Monitor the performance of loans and investments
  • Analyse investments
  • Managing investor relationships (including reporting)
  1. Development
  • Develop processes and data systems to enable effective analysis, estimation and decision-making
  • Refine existing investment facilities and developing new where required
  1. Fundraising
  • Develop new investment products
  • Support marketing initiatives to secure new investment
  • Work closely with the Director of Business Development to support fundraising activities
  1. Leadership
  • Develop and inspire a team to implement the strategy and to achieve objectives and targets
  • Ensure all team members represent Refill in the best light
  • Mentor staff to ensure personal and organisational development

Additional expectations:

  • Contribute to the development and continuous improvement of Our services and products
  • Participate in strategy reviews, strategy development, and the operationalisation thereof
  • Serve cross-functionally in the execution of programmes and projects
  • Carry out such other reasonable duties as may be required by the Managing Director

Changes to responsibilities:

The Managing Director may amend responsibilities from time to time in line with an evolving organisational strategy, structure and roles


  • Observe the letter and spirit of Our Staff Policy Manual
  • Adhere to Our Development Principles
  • Adhere to the requirements of Our Intellectual Property Policy and relevant Data Protection
  • legislation
  • At all times to work in a manner that ensures the health and safety of the post-holder, other staff,
  • colleagues and visitors to Our premises

Other requirements:

  • The post is based in Bradford, and involves travel both within the UK and internationally
  • The post-holder will work as part of a team where constructive co-operation and communication are of importance

Compensation Package:

  • Salary – Competitive, negotiable depending on experience
  • Location – Bradford
  • Normal office hours are 9ÿ00am to 5:30pm Monday to Friday. Additional work is normally
  • arranged in line with job responsibilities
  • 25 days plus Bank Holidays
  • A TOIL (time off in lieu of travel) policy is in place to compensate for overseas travel
  • Pension – Company pension scheme available
  • Contract – Permanent
  • Notice period – 3 months

Person Specification


  • Qualifications in business studies, fund management, statistics, finance, mathematics, accounting or economics


  • MBA or similar advanced degree in a related field
  • Financial Services Authority registration/accreditation
  • Consolidated experience in Investment Management, Treasury Management or senior
  • Investment Analyst role Extensive and demonstrable knowledge of the alternative finance market
  • Extensive existing personal networks of key early stage investors
  • Experience in structuring equity and debt financing deals
  • Demonstrable experience in both the demand and supply of business finance and investment
  • Skilled influencer and persuader who challenges in an objective way; strong negotiation skills and ability to say ‘no ‘ diplomatically where required
  • Excellent financial modelling skills
  • A practical approach to problem-solving, and the ability to make clear and concise decisions
  • An excellent presenter who is confident in pitching at a Board level. Ability to effectively deliver presentations on complex financial and economic topics to a broad audience
  • Knowledge of fund management software
  • Superior organisational skills, with an eye for detail
  • Practical and technical knowledge of legal and regulatory issues affecting commercial contracts
  • Effective relationship management skills and demonstrated credibility with investment teams
  • Excellent computer literacy skills, including advanced MS Excel skills, MS Word and MS Outlook
  • Self-disciplined, with the ability to work on your own or as part of a team
  • Ability and willingness to travel


  • Experience in real estate investment
  • Experience in frontier markets
  • Impact investment/social enterprise experience
  • Experience in dealing with multiple currencies/developing country currencies


Ability to assess and evaluate real estate investments

Working knowledge of relevant foundations and grant-making organisations that are relevant to the

enterprise sector

Knowledge of emerging economies, real estate and infrastructure markets, and asset classes

Experience working within general banking or financial services

Track record of social entrepreneurship

Ability to support business development and client retention efforts

Knowledge of Treasury Management Systems

Perspective and values

The post-holder will need to have alignment with our vision, mission and methods.

Personal qualities

  • Ethical
  • Presentable and assertive
  • Entrepreneurial
  • Agile/adaptable
  • Organised, systematic and thorough
  • High risk tolerance
  • Good communicator
  • Autonomous learner
  • Works well under pressure
  • Proactive and enthusiastic

Apply now

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