Trustee with investment management/analysis experience to join our board

Trustee with investment management/analysis experience to join our board

Trustee/Governor
J100512
At a glance

Skills

  • Accountancy / Auditing
  • Bookkeeping
  • Financial management

Where

Hampton, TW12 2SA
Mainly at home, or mainly at the office.

Time

Either in or out of office hours Estimate of time needed:
0-5 hours / month or 1-3 hours / week
Approximately 9 meetings per year preferably in Hampton, or remote. Some pre-meeting comms with other members.

Deadline

18 Dec 2024

Visitors from Fifth Day

Welcome to Reach Volunteering. We are a community and registered charity that connects people, skills and good causes.

To apply for this role, and any other on our platform, you need to be based in the UK, have at least three years of experience using the skills you wish to volunteer in a professional capacity or have lived experience (for trustee roles). Read more about our criteria.

Use your professional experience in investment management, investment analysis/advice to help drive forward of our locally focused endowed foundation. Our purpose is to provide funding to relieve financial, physical and emotional hardship.

What will you be doing?

This is a great opportunity for someone keen to use their professional experience in investment management, investment analysis or investment advice to help drive forward the work of a locally focused endowed foundation. Our purpose is to provide funding to relieve the burden of financial, physical and emotional hardship in our local community of Hampton, Teddington, Twickenham and Whitton.

The perception of Richmond Upon Thames as a wealthy borough masks high levels of need and disadvantage. That means that support for those in need locally rarely comes from outside the borough which in turn means the work of local funders and voluntary sector organisations, like Hampton Fund, is critical.  Our endowment of £60m+ enables us to make grants to both individuals and community organisations of £2m-£2.5m pa.

We wish to appoint a new trustee who will have the enthusiasm, time and commitment to contribute to the work of the charity as it begins delivering an ambitious new three-year strategy.  You will be involved in making decisions on a wide range of issues, influencing the development of our work and bringing about change. You will specifically be involved in the ongoing monitoring and development of our investment strategy and selecting and monitoring the external investment managers tasked with implementing this strategy.  Broader financial and management experience will also be welcomed.

It is hoped that the candidate will have a connection to our area of benefit through either their daily life or work.

It is not necessary to have previous board committee experience as training will be provided. We encourage applications from people with a range of life experiences, ages and backgrounds.

 

What are we looking for?

Professional experience in investment management, investment analysis or investment advice.

What difference will you make?

You will be involved in making decisions on a wide range of issues, influencing the development of our work and bringing about change. You will specifically be involved in the ongoing monitoring and development of our investment strategy and selecting and monitoring the external investment managers tasked with implementing this strategy.

Before you apply

Contact us via the Reach platform to apply.

Causes
  • Local / community
  • Poverty relief
  • Voluntary sector support
  • Organisation type: 
    Charity

    Our charity supports individuals and families on low income with a grant to help with the costs of gas and electricity; and voluntary sector organisations to provide services and activities for...