Senior Impact & Performance Analyst (SIPA)

Job description

About the Investment Team

The Investment team is responsible for selecting portfolio partners, managing our investments and supporting our portfolio partners to improve and scale their impact.

The Investment team also leads the Impetus Leadership Academy, a leadership development programme to support talent from ethnic minority backgrounds in the UK youth sector to progress into senior leadership roles.

The team is made up of 18 people, including former teachers, charity chief executives, charity impact leads, management consultants, social investment portfolio managers and impact consultants.

The team is led by a Portfolio Director who sits on the Senior Management Team. The Portfolio Director has 5 direct reports: a Deputy Portfolio Director, three Sector Leads (who lead our work in school engagement, school attainment and employment sectors) and an Impact Lead. Sector Leads line manage 6 Investment Directors. Investment Directors line manage Investment Managers (currently 5). Investment Directors and Investment Managers tend to primarily focus on a sector but might have mixed portfolios, depending on need, experience and interest.

The Investment team has a good track record of role progression. All four Leads and a number of our Investment Directors were promoted from within the team.

The team is passionate, rigorous, determined, creative and warm. We come from a range of backgrounds and bring a broad mix of perspectives. We care deeply for our colleagues, our portfolio partners and the young people we serve.

Job description - Senior Impact & Performance Analyst (SIPA)

The Senior Impact & Performance Analyst (SIPA) is essential to advancing Impetus's mission through providing a clear picture of both the impact of our portfolio partners and the effectiveness of Impetus's support. In so doing, it ensures that strong data collection, rigorous analysis, and actionable insights are at the heart of Impetus's efforts.

This role is ideal for a motivated, detail-oriented team player passionate about driving social impact. Collaborating closely with the Investment Director - Impact Lead, the SIPA will manage end-to-end data processes, from collection through to analysis and reporting, ensuring data remains accessible and actionable. This role then requires strong communication skills to engage with cross-functional teams and portfolio partners, presenting insights clearly to enable impactful, data-informed decisions.

The SIPA will additionally develop performance management tools, such as those within Salesforce, and champion organisation-wide data accessibility.

About this role

To make a real difference to the lives of young people, we believe it is essential that organisations have strong data on their programmes and performance, and a culture of using it with curiosity to deepen their impact.

The Senior Impact & Performance Analyst (SIPA) role at Impetus is integral to enabling us to do the same:

1. To understand how our portfolio partners are performing: the impact they are having, the growth they are achieving and the progress they are making on EDI commitments.
2. To understand how we are performing: how effective our support for portfolio partners is and the impact we're having on them.
3. To use insights from this information to enable our team to continually improve our support to our portfolio partners to help them become stronger, better and bigger; to reduce the gap between young people from disadvantaged backgrounds and their better-off peers in school attainment, access to university and finding and keeping a job.

• Map annual performance reporting calendar for all relevant stakeholders.
• Maintain and develop templates and processes for i) collecting internal and external data and ii) generating key performance reports.
• Manage and develop performance databases and knowledge, ensuring i) they meet the needs of different users within Impetus, ii) compliance with GDPR and data security.
• Lead the collection of tri-annual performance and annual survey data from portfolio partners, Impetus teams and other stakeholders, including significant liaison with Investment Directors.
• Lead and document processes for auditing data quality and understanding nuances in data (e.g. the different outcomes our portfolio partners target, and the different groups of young people they work with).

• Support definition of KPIs and measurement scales where relevant.
• Produce regular performance reports vs. KPIs for key stakeholders: Investment Team, all staff, Investment Committee, SMT, Board, and Impetus' donors and co-investors.
• In collaboration with the Investment Director, run our tri-annual 'portfolio review' process, incl. data collection from portfolio partners, analyses on performance data, pulling-out key insights and risks, agenda-setting, session-planning, facilitation and follow-up.
• On an annual basis run more detailed and comprehensive analyses on performance data, including portfolio partner outcomes vs. benchmarks, to inform the focus of our annual review. The Annual
• Review aims to give a full view of our impact and value for money in the year and seeks to improve our programme of capacity-building support.
• Produce clear and insightful summary presentations in PowerPoint, for a range of audiences.
• Design and develop tools to help make information more accessible for a range of stakeholders, including external comms.
• Present and communicate data (incl. in ad-hoc reports) to help facilitate discussions, enhance our work, and influence internal and external stakeholders.
• Document and track progress against agreed actions from Annual Review and Portfolio Reviews, including for strategic planning and projects; implementing relevant actions where appropriate.

• Support in the development and ongoing review of Investment team and Impetus-wide impact strategy, plus the scoping and planning of projects within this.
• Play a leading role in ongoing efforts to benchmark portfolio partner outcomes and trace the impact of Impetus' work on charity performance, including with a value for money lens.
• Lead efforts to transfer all portfolio partner performance data and collection onto Salesforce, including advising the Digital team, wireframing, setting up accessible dashboards and supporting change management efforts.
• Lead ad hoc data/performance projects, such as: i) cross-portfolio analyses of portfolio partner income, costs, staffing and EDI metrics, and ii) supporting portfolio partners to upskill data/ impact management capabilities.
• Work closely with Impetus' Communications team to support efforts to ensure all staff have a strong understanding of our impact, and that of our portfolio partners, and are confident in speaking to it
• in their respective work (e.g. Philanthropy in pitching, Public Affairs in comms. on our impact/ use in policy work).
• Be Impetus' key point of contact for data and impact, providing support, advice and training on data management and analysis for the wider Impetus team where needed, including contributing to digital transformation efforts.

• Passion for drawing insight from data to continually improve performance and impact, with a strong affinity to Impetus' mission and EDI commitments.
• A background including data analysis, with the ability to produce high-quality outputs to clearly explain findings and tell a meaningful story.
• Highly analytical and numerate:
  • Experience manipulating, processing, and extracting value from sometimes large and nuanced data sets.
  • Advanced proficiency in MS Excel and PowerPoint.
  • Experience of working with CRM systems (experience with Salesforce a bonus).
• Highly attentive to detail, with a clear approach to auditing own work and analyses, and suggesting process improvements.
• Strong communication and relationship-building skills:
  • Able to form productive, trust-based relationships with colleagues and external partners.
  • Experience of tailoring communications and presentations to a range of different audiences (incl. non-technical ones).
  • Experience in facilitating team-wide discussions.
• Strong planning and time management:
  • Able to make right trade-offs or seek timely input from line manager to prioritise work.
  • Ability to lead on organisational projects, taking responsibility for planning, scheduling and monitoring own and others work to meet key deadlines and requirements.
• Displays tenacity and initiative, with a desire to seek out and act on feedback.

• An understanding of education or youth employment sectors, and of the outcomes Impetus targets.
• Experience in running training sessions to improve data literacy across teams.
• Experience of change management (i.e. digital transformation).
• Knowledge and experience of using data presentation tools e.g. Tableau, Power BI or Google Analytics.

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