Heritage Fund

Investment Manager

Job Description

Position Overview

We're seeking a full-time Investment Manager to join our Midlands and East team on a permanent basis. Based in either our Nottingham or Birmingham office with hybrid working options, you'll play a critical role in managing heritage grants across the region as part of an experienced and supportive team.

Key Responsibilities

Grant Management

Assess funding applications against our strategic objectives and criteria

Make recommendations on grant awards and manage a portfolio of funded projects

Monitor project progress, outcomes, and financial compliance

Provide expert advice and guidance to applicants throughout the application process

Stakeholder Engagement

Build and maintain relationships with heritage organizations and stakeholders

Conduct outreach activities to promote our funding programs

Represent the Heritage Fund at external events and meetings

Visit heritage sites to understand project impacts and needs

Strategic Implementation

Support the delivery of our Heritage 2033 strategic plan

Identify opportunities to maximize the impact of our investments

Collaborate with colleagues to ensure regional and national priorities are met

Share insights and learning from projects to inform future funding approaches

Team Collaboration

Work closely with colleagues across departments including Marketing and Communications

Contribute to the development of funding policies and procedures

Share knowledge and expertise with the wider organization

Participate in team meetings and organizational initiatives

Qualifications & Experience

Knowledge of or interest in the heritage sector

Experience in grant management, project assessment, or related field

Strong analytical and decision-making skills

Excellent communication and interpersonal abilities

Ability to manage multiple priorities and meet deadlines

Understanding of financial management and budgeting

Commitment to diversity, inclusion, and community engagement

What We Offer

Competitive salary and benefits package

Comprehensive training and development opportunities

Hybrid working arrangements

The chance to make a significant impact on the UK's heritage landscape

Opportunity to visit diverse heritage sites and projects

Supportive and collaborative team environment

Location

Nottingham or Birmingham office with hybrid working arrangements

How to Apply

For more information about this role or to discuss any questions, please email:

Tismena Bashir at tismena.bashir@heritagefund.org.uk

or

Simon Lewis at simon.lewis@heritagefund.org.uk

About Us

Using money raised by National Lottery players, we distribute grants from £10,000 to £10million to support projects across the UK that connect people and communities to their heritage.

We also distribute heritage funding on behalf of the UK and devolved governments.

Heritage can be anything from the past that you value and want to pass on to future generations. Understanding, valuing and sharing our heritage brings people together, inspires pride in place and supports local economies.

Since we were established in 1994, we have awarded £9.2billion of National Lottery and other funding to more than 52,000 projects across the UK.

In addition, we provide leadership and support across the heritage sector and advocate for heritage.


Nottingham, Birmingham - United Kingdom

Experience

5 Years

Required Qualification

Bachelor's degree in relevant field

Requires Traveling:

No

Salary

25000 - 35000 GBP

Salary Type

Per Month

Total Vacancies

2

Skills

investment managerteambasisofficeoptionsregionpartfundingportfolioprojectprogressexpertapplicationactivitiesfundeventsimpactregionalnationallearninginformmarketingdevelopmentpoliciesmanagementassessmentanalyticalcommunicationfinancial managementsalarybenefitstrainingmakesupportconnectpeoplesharinglocaladditionleadershipadvocate