Data Officer

You will play an important role in Better Society Capital's digital and investment operations, helping ensure that our investment data is complete, accurate, and ready to support decision-making across the organisation. As an Investment Data Officer, you will be responsible for managing and improving the quality of BSC's investment data, both historical and ongoing, through careful review of fund documentation and the systematic entry and validation of information.

This is a detail-oriented role that requires an ability to gain a strong understanding of financial and investment concepts, combined with precision and rigour in data handling. You will work closely with colleagues in the Middle Office and Investment functions to improve and maintain our investment datasets, supporting a range of internal and external reporting needs. Your work will form the foundation for data analysis, portfolio monitoring, and strategic insight across the organisation.

BSC is committed to developing its people, and this is an opportunity to work closely with financial, investment, and impact data, while gaining experience in a data function.

What you will do:

You will be responsible for maintaining and improving the quality of investment data within BSC's systems and databases, ensuring information is complete, reliable, and consistently structured.

Core Responsibilities

• Data Entry and Validation: Maintain core investment data, by inputting new investment data accurately into BSC's systems (e.g. Salesforce and Excel), ensuring that records are complete, consistent, and up to date.
• Document Review: Extract relevant data points from a range of fund documentation (e.g. investment agreements, fund reports, and financial statements), applying financial knowledge to identify and interpret the correct information.
• Data Cleaning and Migration: Review, clean, and standardise historical investment data to align with current data models and reporting structures.
• Research and Data Sourcing: Conduct desk-based research to identify and input publicly available data for funds, intermediaries, and investees (e.g. company information, financial figures, impact data).
• Quality Assurance: Conduct regular checks to identify missing, inconsistent, or incorrect data; support the implementation of data quality standards and validation processes.
• Collaboration and Support: Work with colleagues in the Middle Office and Investment functions to clarify data definitions, resolve discrepancies, and ensure a shared understanding of investment information.
• Documentation: Maintain clear documentation on data definitions, sources, and processes, contributing to a consistent and transparent data environment., Round 1 interviews (virtual) will be held w/c 02 February 2026

Round 2 interviews (in-person) will be held w/c 9 February 2026

We are a Disability Confident Committed employer. Disabled applicants who meet the essential criteria will be considered for an initial screening interview. When application numbers are high and we are unable to interview everyone who meets the minimum criteria, we will prioritise those who best meet the essential requirements of the role.

We are defining a disability in accordance with the Equality Act 2010, as a person who has a physical or mental impairment, and the impairment has a substantial and long-term adverse effect on their ability to carry out normal day-to-day activities. You will be asked in your Applied application whether this applies to you.

If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch., Please note we're not responsible for the content of job ads, as they're posted by the recruiter. We'll aim to resolve the reported issue and we'll use your feedback to improve the quality of our ads.

Essential:

• Deep knowledge and understanding of impact investing in the UK
• Strong interpersonal skills
• Strong understanding of, or ability to upskill quickly in, key financial and investment concepts and data points.
• High degree of accuracy and attention to detail, with experience managing structured datasets in Excel, Salesforce, or similar platforms.
• Excellent organisational and time management skills, able to manage multiple streams of work methodically and reliably.
• Confident with Excel functions for data manipulation and cleaning.
• Clear written communication skills, with the ability to document findings and data sources carefully.
• A collaborative, team-oriented approach and willingness to learn about data systems and processes.
• A passion for Better Society Capital's social mission and interest in the UK social investment sector.

Desirable:

• Experience working with Salesforce or a similar CRM system.
• Experience working with financial or investment information, such as from fund documents, investor reports, or company filings.
• Experience conducting financial or company research using online databases and public filings.
• Familiarity with data quality principles and data governance practices.
• Experience cleaning and transforming data in preparation for reporting or analytics.
• Ability to create simple data transformation pipelines to ingest and clean data using code and other tooling.

Skills, Abilities and Attributes

• Exceptional attention to detail and commitment to accuracy.
• Analytical mindset with the ability to interpret and contextualise financial data.
• Proactive and organised, able to work independently while communicating effectively with others.
• Comfortable handling large volumes of structured data and documentation.
• Curious and motivated to improve processes and strengthen data quality.
• Team-oriented, with a constructive and solutions-focused approach.

Embody Better Society Capital core values:

Ø Purposeful -We are passionate and energetic in our work to bring about our long-term vision of a thriving social investment market that enables positive social impact.

Ø Pioneering Spirit - We give our team the autonomy and flexibility to be entrepreneurial and creative. We have the courage to push boundaries and a restless drive for change

Ø Openness - We listen, learn, experiment and collaborate. And we are adaptive and flexible in responding to what we learn.

Ø Rigorous - We take a rigorous approach in all we do. We expect the highest standards and continually strive for excellence

Better Society Capital (BSC) is the UK's leading social impact-led investor. Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK; we do this by investing ourselves and enabling others to invest for impact too. Since 2011, we have helped the social impact investment market grow twelve-fold to over £10 billion. This capital has financed social purpose organisations tackling everything from homelessness to mental health and fuel poverty. BSC manages £634m of its own investments as well as acting as portfolio manager for the Schroder BSC Social Impact Investment Trust (SBSI) managing its £83m portfolio. BSC is about to implement its next five-year strategy in 2026, which will offer new opportunities., Equity, Diversity and Inclusion: Better Society Capital is committed to being a diverse organisation that is truly representative of the communities we serve. We therefore welcome applications from candidates of all backgrounds, particularly those under-represented in the social impact investment sector (e.g. people from LGBTQIA+, racialised, disabled, or under-served communities). We are an equal opportunities employer with an inclusive environment where all employees can contribute to their fullest potential. We want every colleague to be able to deliver their work with dignity, equality, comfort and independence. Our office is fully accessible with step-free access and an open-plan set up. We are open to accommodation requests regarding assistive technologies, accessibility tools, flexible working or any other reasonable adjustments that will make working or visiting here more accessible for you. If you have a disability or other access needs and require any support to assist you through the recruitment process, please get in touch. Posted by Better Society Capital View profile Non Charity Employer 101 - 500 Our mission is to grow the amount of money invested in tackling social issues and inequalities in the UK.