Investment Associate
We’re looking for a financially skilled and people-focused Investment Associate to join our team.
Job title: Investment Associate
Reporting to: Head of Group Investment Programmes
Salary: £35,000
Hours: Full-time, 35 hours
Based: Home working, with access to our office in Edinburgh and occasional travel throughout Scotland.
Start date: ASAP
Contract: 12-month fixed-term contract with potential to extend.
Are you passionate about supporting social enterprises to grow and create lasting impact? Do you have expertise in cashflow modelling and experience assessing investment opportunities? If so, this could be the role for you.
We’re looking for a financially skilled and people-focused Investment Associate to support ambitious social enterprises in transforming their vision into sustainable growth and social impact.
As an Investment Associate, you will play a key role in delivering our investment readiness and repayable investment programmes. Working with colleagues across the Investment team, you’ll support social enterprises to understand their financial position, build robust cashflow forecasts, and prepare for investment. You’ll combine financial expertise with relationship-building skills, working directly with social entrepreneurs to translate their ambitions into robust financial plans for growth.
The role involves supporting participants in our LaunchMe programme to strengthen their financial planning, develop cashflow models, and improve their investment readiness. You’ll also contribute to the assessment of investment applications and support our portfolio of investees through post-investment activities.
You will assist in preparing reports and analysis for the Board and key stakeholders, support awareness-raising activities, and represent Firstport at external meetings and events.
To be successful in the role, you’ll have experience in cashflow modelling, forecasting, and financial analysis, along with the ability to assess investment applications and provide strategic insight. You’ll be confident analysing complex financial information and communicating it clearly through high-quality written reports and presentations. Experience supporting investments into startups, SMEs, or social enterprises, or experience in a finance role within a social enterprise, is essential.
This is a fantastic opportunity to gain hands-on experience across the full investment journey, while supporting the growth, sustainability and impact of social enterprises in Scotland.
We are a Flexible Workplace Accredited Employer and welcome flexible working requests that help employees balance their work and personal lives. You can find more information about this, our culture, and our values in the Working at Firstport document.
Follow this link to access the application form.
Deadline for applications is 12 pm, Tuesday, 15 September 2026.
Word version of application form
You can use the version below to read, prepare, and draft your answers before completing the online application form.
Alternative arrangements and adjustments
If you need adjustments to our recruitment process, please complete the disability questions on the application form (e.g. you may have transport, or accessibility needs or require additional support for interview tasks). If you have a disability that prevents you from completing an online form, please contact Elaine Ogg on 0131 564 0331 or by email elaine@firstport.org.uk, who will be happy to help.
Interview dates
Wednesday 23rd and Thursday 24th September. Shortlisted candidates will be notified by Thursday 17 September.
About the interview process
The interview process will consist of two parts: A short, task-based activity followed by an interview with the interviewing panel. We will provide shortlisted candidates with the relevant information to prepare for both parts of the process.