Our mission is to fund, support and champion those building solutions to two of the most significant challenges facing communities in Scotland – Poverty and Trauma – across the period of our strategy up to 2030. To achieve this, we recognise the need to invest our resources in ways that achieve direct impact but also support ‘big change that lasts,’ including through reformed systems and services.
A new Social Impact Investment (SII) plan was approved in March 2023 to bring a further set of tools and resources into play to help us achieve our mission. The SII plan will enable the Trust to commit up to £20M for this purpose.
We now wish to boost our capacity by appointing Social Impact Investment Expert Advisors to work with us at this pivotal stage for two years from Autumn 2023. There is a possibility of extension for up to one additional year by mutual agreement.
We are looking for Expert Advisors with a proven track record in SII activity in the UK and current knowledge of the SII context in Scotland to work closely with our CEO, Finance Director/Company Secretary and Social Investment Committee. Key tasks will include:
- Identifying strong investment opportunities.
- Conducting due diligence.
- Structuring and negotiating SII deals.
- Assessing performance of investments.
More information can be found in our invitation to tender.
How to Apply
We ask that you read our full invitation to tender in the first instance, and send us your proposal of no more than six pages, excluding annex material, which should include evidence of meeting the criteria needed set out in the briefing, and cover:
- Outline and rationale for your proposed way of working
- Budget with breakdown of costs, proposed time commitment and budget options if appropriate
- Details of who will form the Expert Advisors team and their relevant experience
- Two examples of previous relevant work or links to these online, and one referee (including contact details)
- A note stating any potential conflict(s) of interest
Please send your proposal by email to Jim McCormick by 12:00 noon on Tuesday, 5th September: jim.mccormick@therobertsontrust.org.uk