John Ellerman Foundation - Head of Research and Impact by Oxford HR

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1 | John Ellerman Foundation Head of Research and Impact August 2022

We have a highly engaged Board of eight brilliant Trustees, led by our Chair Peter Kyle OBE. The roles we have been advertising recently, apart from the Grants Manager role, are all new, and have arisen as a result of a restructure in July 2022. We look forward to building our new team in the coming months.

Sufina Ahmad MBE Director

Introduction

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I hope this brief, with the information on our website, gives you a sense of how the Foundation works.

If you are interested in using your experience and expertise to deliver our strategy and advance the wellbeing of people, society and the natural world, then we look forward to hearing from you.

Thank you for your interest in the role of Head of Research and Impact. We are an independent endowed charity making grants totalling over £5.8m annually to UK-registered charities working in environment, the arts and social action in the UK, and in our environment category we also fund work in the UK Overseas Territories. Since joining the Foundation in January 2020, I have worked in partnership with others to evolve and improve the work the Foundation delivers across its grantmaking, investing and wider operations. To this end, we have an exciting and ambitious new three-year strategy that focuses our efforts on our funding offer, our investment policy, our work with others and our commitment to accountability. As a grantmaker, we are all too aware of the scrutiny and criticism that organisations like ours can face. However, we are proud to be part of a rich and diverse global philanthropic ecosystem and tradition comprising so many different forms of giving, and we know that the coming years will be critical in responding to the global climate and nature crises, alongside the political, economic, cultural and societal challenges we face. We believe that as a modern grantmaker striving for more, we can support civil society to respond to these challenges in a way that is transparent, accountable and effective. Consequently, we are looking for colleagues to join us who are ambitious about the art of the possible a grantmaker like us can deliver.

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Director’s

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4. our commitment to accountability, ensuring that we make further progress on diversity, equity and inclusion, transparency and impact and learning

John Ellerman Foundation’s new strategy for 2022-25 calls on us to deliver our organisational aim to advance the wellbeing of people, society and the natural world with 100% of our assets – namely our grantmaking, our investing, our values and our organisational competencies, capabilities and assets. This is our first strategy in some time, and in it we focus our efforts on: 1. our funding offer, ensuring that we embrace and deliver best and promising practice

What we fund Details of our funding requirements can be found in our funding guidelines. In 2021/22 we made 72 grants worth £6,640,195 and incurred a further £44,760 of grant-related expenditure. The average overall size of grant awarded continues to increase to £108,856, with more than half our grants for three years typically. 55 of our 72 grants were for core funding – 37 were for restricted core costs, typically a salary or a specific part of an organisational overhead cost, and 18 for unrestricted core costs. Our values

Our history

We were formed from a combination of the wealth and generosity of a father and son. Both were publicity-shy, and little is known about them. The first Sir John Ellerman (1862-1933) had built up from scratch an empire of shipping and other businesses in the early part of the 20th century. At the age of 23, his son, also called John, inherited his father’s baronetcy and very considerable fortune. Although in charge of the family firm, the second Sir John’s real interests lay elsewhere. He became a distinguished zoologist and world expert in the study of rodents. In 1971, two years before his death, he donated the funds from the Ellerman Lines business to form the original Foundation. We are currently governed by a Scheme, approved by the Charity Commissioners for England and Wales in March 2002. The previous Scheme brought together the funds originally donated in 1971, with a smaller trust fund set up under the first Sir John’s will, and the Trustees were granted incorporation under the Charities Act 1993 as the Trustees of John Ellerman Foundation. The Scheme provides wide powers for the Trustees to carry out their duties.

About John Ellerman Foundation

Photo credit: Turks and Caicos Reef Fund ©

Our strategy

3. our work with others, ensuring that we understand our stakeholders and can work with them to deliver our work together more effectively

We prefer to be connected and are in regular contact with relevant colleagues and partners in the charitable and investing worlds. We also like to keep in touch with organisations we fund, convening and connecting them with others from time to time. We are willing to be flexible and may venture outside our funding criteria or our usual ways of working, if we believe a different approach would be more effective.

Weimportant.havewell-developed and regularly reviewed funding guidelines, enabling us to be discerning in our decisions about whom and what to support. This value also extends to the way in which we approach collaborative funding opportunities and make investment decisions relating to our

Our values reflect how we work.

Weendowment.valueall our stakeholder relationships, including with organisations we fund and those applying to us, and seek to have a personal touch. Our Trustees are involved at every stage of a grant application, and we always meet an applicant before a grant is made.

We are a responsive funder, listening and responding to what applicants and our wider stakeholder network judge is

2. our investment policy, ensuring that we invest in ways that are aligned to our aim, values and funding categories

4 | John Ellerman Foundation We are looking for a new Head of Research and Impact to work closely with the Director and other members of the team and the Board to drive forward the delivery of the Foundation’s new organisational strategy for 2022-25. Our strategy calls on us to deliver our work with 100% of our assets – namely our grantmaking, our investing, our values and our organisational competencies, capabilities and assets. This role will support the Foundation to increase its impact by analysing and sharing evidence from its work to inform and shape existing and future grant programmes, investing activities and collaborations. The role requires someone who can build and sustain strong relationships across our stakeholder networks, which includes civil society partners, including fellow funders, applicants and grant-holders, our fund managers and other investors, policy makers, membership bodies and research consultancies and media outlets. This is a new function within the organisation, and so we are looking for someone who is comfortable with designing and building organisational capacity and capability in relation to research, evaluation and learning. We are looking for someone who is excited by the work that the Foundation does across its grantmaking, investing and operations, and can see the ways in which we can deliver more and better in these areas. Our ideal candidate will be someone who has strong research experience and expertise, including using quantitative and qualitative research methods and commissioning/managing research projects, is committed to continuous improvement and has excellent communication skills, including being able to convey statistical and research material in a way that is clear and engaging. For this role, you need to have a good understanding of the charity sector and the investment management industry and institutional investment policy, legislation and practice, and you need to be enthusiastic, committed, adept at working in small organisations or teams and able to manage a varied workload with a range of

Photo credit: Welsh National Opera ©

Youdeadlines.donot need a degree for this role, but we would like to see demonstrable experience of the requirements we have set out in the job description and person specification. Role

The

5 | John Ellerman Foundation Role Head of Research and Impact Reporting to Director (equivalent to CEO) Working hours 35 hours per week, with flexible and job share working arrangements considered on a case-by-case basis Salary Circa £70,000 per year Location We have an office in Embankment, London and hybrid working is supported Job Purpose To work closely with the Director and other members of staff and the Board to drive forward the delivery of the Foundation’s new strategy. This role will support the Foundation to increase its impact by analysing and sharing evidence from its work to inform and shape existing and future grant programmes, investing activities and collaborations. Job Description

credit:

Photo Jurassic Coast Trust ©

Main areas of responsibility

• Undertake any other duties as may be reasonably required, including deputising for the Director when asked

• Ensure our grantmaking aligns with our values, and commitments to environmental sustainability and DEI.

• Seek opportunities for cross-sector collaboration, and develop and participate in relevant cross-organisation projects.

• Work with the Director, staff and Trustees to develop and implement an impact framework for the Foundation’s strategy, including a theory of change on what advancing wellbeing means to the Foundation.

• Work with the Director, staff and Trustees to achieve environmental sustainability across our grantmaking, investing and overall operations.

Strategy

Investing

• Respond appropriately to relevant policy and legislative changes, both proposed and enacted, impacting on the Foundation, including issuing media statements and submitting consultation responses, and developing clear policy positions.

• Recognising that this is a new area of work for the Foundation, develop a research and evaluation function that establishes and builds the evidence base from and beyond individual programmes and across the Foundation’s work, including investments and convening cohorts.

• Work with the Director, the Finance and Operations Manager, the Finance and Investment Committee, our investment advisors, our fund managers and other relevant stakeholders to determine and deliver the Foundation’s approach to achieving the ambitions set out in the Foundation’s Investment Policy, including the investment strategy and the most effective approaches to engagement, divestment and achieving net zero with our investments. The Foundation is keen to be progressive in its approach to investing, and the post-holder will work with colleagues to identify emerging trends and opportunities in this area of investing.

• Work with the Director and Grants Team to build and sustain strong relationships across civil society, with applicants and grantees, other charities, funders, agencies and strategic partners, keeping alert to new trends and developments in philanthropy and the wider sector.

• Regularly seek out ways to improve how the Foundation undertakes its funding activities.

• To recruit, line manage and support members of staff including consultants. General

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• In partnership with the Director, staff and Trustees, lead the design and delivery of processes for evaluation and learning in relation to the Foundation’s strategy, grantmaking (including grantmaking processes and specific funding programmes) and investing.

• Use grants data in ways that contribute to the development of the Foundation’s learning and evaluation activities related to its funding programmes and its funding guidelines.

• Lead on the production of relevant Board, Committee or Away Day papers, including minutes.

• Work with the Director, staff and Trustees to embed diversity, equity and inclusion across our grantmaking, investing and overall operations.

• Write, commission and manage the creation of highquality content to influence public debate including policy briefings, blogs and other outputs. Grantmaking

• Work with the Director and Grants Team to identify, develop and deliver initiatives within the Foundation’s funding programmes, like the Foundation’s ambition to be strategically responsive or have a funder plus offer, with a focus on delivering work where the Foundation can make a difference and add value.

Governance and process

• Ensure the Foundation stays abreast of key policy changes and relevant external issues through horizon scanning activities such as attendance at relevant networks, both grant-making and investment.

• Develop and build the Foundation’s own policy and research capacity, commissioning work as necessary and managing a range of projects – this includes working with the Director and research partners to disseminate the findings through events, communications and messaging.

Research, evaluation and impact

• Work with the Director, the Finance and Operations Manager and the Finance and Investment Committee to develop the Foundation’s approach to social and impact investments.

• Work closely with the Director to position the Foundation externally in line with its values, purpose and strategy.

• Use your expertise and set standards to guide colleagues and external evaluation teams in the design and development of measures, metrics and data systems that are rigorous and consistent.

• Work with the Director and Trustees to develop, agree and implement a long-term approach to the Foundation’s expenditure, including modelling of alternative approaches.

Photo credit: Scottish Ballet

• Excellent interpersonal skills and an ability to work in an ambassadorial capacity and with individuals at all levels, recognising diversity in all its manifestations.

• Proven ability to work in a positive, proactive and collaborative way with others internally and externally to find solutions, and an ability to work with a wide range of stakeholders, including developing partnerships.

• A proactive and thoughtful approach, with a willingness to ‘muck in’.

• Self-motivated, enthusiastic and comfortable working independently and collaboratively as part of a small team.

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• Some experience and knowledge of developing and implementing environmental, social and governance investment policies.

Person Specification

• A good understanding of the stakeholder, policy and political landscape that the Foundation operates within both in terms of its grantmaking and investing.

• A strong understanding of public policy and financing, with some experience of how this would relate to the Foundation’s areas of grantmaking and our approach to investing

• Have previously designed and implemented new internal systems for learning and evaluation – and embedded the new systems to ensure continuous improvement.

• Hardworking, with a high standard of integrity and professionalism.

• Experience of using evidence and impact to steer strategy and future focus,

• Significant experience of commissioning and/or managing research projects that aim to influence policy and practice.

• High degree of numeracy with a broad general understanding of budgets and financial accounting.

• Well-organised with a proven ability to prioritise, manage a varied workload and work to and meet deadlines.

Experience

• A strong commitment to environmental sustainability, diversity, equity and inclusion

• A strong team player and able to take an overview of the wider organisational needs.

• Excellent analytical skills with a track record of building subject expertise quickly.

• Significant knowledge and use of quantitative and qualitative research methods and datasets for evaluation and learning, including being able to commission and manage this kind of research externally as needed. This includes use of internal and external datasets, e.g. end of grant reports and Government datasets.

• Experience of building and maintaining successful partnerships, peer working or networks.

• Naturally collaborative and co-operative working style.

• Experience of convening others around a common goal or subject.

• Excellent written, oral, report-writing and presentational communication skills, including the ability to tailor to different audiences.

• Significant experience of developing proactive and reactive policy positions, ideas and solutions, and engaging policy-makers and opinion-formers.

• Significant experience of project management. Skills

Ability to edit and adept at writing clean, engaging material.

• Good experience and knowledge of the charity sector.

Qualities

• A good understanding of the investment management industry and institutional investment policy, legislation and practice.

• Highly enthusiastic and interested in the work the Foundation does across its grantmaking, investing and operations – and whilst you may not have expertise in all areas of our work, you will be someone who has a good level of curiosity and interest in how things work and our role as a charitable foundation within these systems.

• High standards of accuracy and attention to detail, particularly in conveying statistical and research material.

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Sufina

Ahmad Director TBC Head of Research & Impact TBC Finance and Operations Manager TBC Senior Grants Manager TBC Grants Officer TBC Grants Manager TBC Executive Assistant Organisational Structure

Queries If you have any queries on any aspect of the appointment process, need additional information, or would like to have an informal discussion, please email us at johnellermanfoundation@oxfordhr.co.uk in the first instance.

Equality Statement

Early application encouraged. All applications will be processed upon receipt. All candidates will be notified about the status of their applications.

We value diversity, equity and inclusion (DEI) within our staff team and welcome applications from everyone. You can find out more about our approach to DEI in our DEI Policy available on our website here. If you have any access requirements that need to be considered in order to support your application to us, then please contact our Director, Sufina Ahmad MBE on sufina@ellerman.org.uk to discuss these further.

All correspondence, at this stage, should be via Oxford HR. To apply for this post, click on the “Apply” button in the job advert page and complete our online application form. Please provide a CV and cover letter as two separate documents which should be prepared before applying as they will be requested in the application process.

The cover letter should be no more than two pages long and explain why you are interested in this post and how your skills and experience make you a good fit. The document should be saved in MS Word in the following format: Your First NameYour Last Name-Document Name-Date (yymm) e.g: Malika-Cook-John Ellerman Foundation-CV-2208.

About Oxford HR Oxford HR operates globally - mainly within the international development and charity sectors. We carry out retained executive search mandates at board and senior management levels. We also offer human resource and organisational development

Oxfordconsultancy.HRhas many years of experience in search as well as an extensive network of international development, social sector, corporate, public sector, and academic contacts from across the world. We carry out comprehensive and often international searches designed to meet the specific needs of our clients. Oxford HR’s team members have significant personal experience of working in international development and the social sector as well as the corporate and governmental sectors. We are in a unique position to find and assess talented individuals from a variety of backgrounds.

Timeline Closing Date 19 September Selection Process

How to Apply

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