Investment Manager

• Investment Manager role to manage the clients endowment fund
• You’ll assess the current portfolio and research new opportunities

The organisation is a well-established not-for-profit entity, the Paul Hamlyn Foundation, one of the largest grant making foundations in the UK who use their resources to support social change.

• Support the Investment Director on all aspects of the management of the Portfolio and in liaising with the Investment Committee.
• Proactively bring in-depth knowledge and learnings of global asset and currency markets back to the Investments team.
• Lead on projects as directed by the Investment Director and present findings to the Investment Committee as required.

• Work closely with Cambridge Associates in managing their work for the Foundation and ensuring that their reporting meets the requirements of the Foundation.
• Review best practice in charity investment governance and work with the Investment Director to implement any changes.
• The Foundation is a signatory to the Charities Responsible Investment Network where we play an active role and is signatory to the UN Principles of Responsible Investment; you will lead on keeping up to date on any reporting requirements of these and any other investment commitments that we make.
• Attend the Charities Responsible Investment Network, a network PHF is closely involved with and any other investment networks on behalf of the Foundation.
• Support the Investment Director on both internal and external liaison providing any required investment related information for stakeholders.
• Develop strategies to bolster our engagement, influencing, voting and responsible investment activities.

• Oversee the smooth and effective completion of contracts and provision of other required documentation for investment transactions, including AML documentation, in line with PHF policies.
• Work with the Finance Team to ensure effective treasury processes including smooth cash settlement on Investment transactions and sufficient cash availability to support operational spending.
• Identify and implement strategies to maximise risk adjusted returns on cash while maintaining sufficient liquidity for short-term operational needs.

• Support the Investment team and Finance Team with medium-term market analysis and business planning including financial and investment modelling.
• Analyse investment results, benchmark performance, and design methodologies for reporting and comparison. Provide market monitoring and risk analysis across asset classes.

• Line-manage the Investment Administrator, including regular one-to-one meetings, supporting their professional development and undertaking annual performance reviews in accordance with PHF policies.
• Work with the Finance Team to ensure that appropriate systems and controls are in place.
• Be the GDPR lead for the investment function.
• Act as a source of technical investment expertise for the organisation answering queries from colleagues.
• Support the Investment Director so that the Investment Team contribute to the overall leadership of the Foundation, including actively participating in the Management Team.

Skills, knowledge, and experience

• Significant experience in the investment sector, particularly knowledge of operations and transaction management, risk management, AML and an understanding of Treasury functions.
• Demonstrate detailed knowledge and curiosity about the workings of global asset and currency markets.
• Relationship Management of Investment Committees or similar.
• Financial Modelling and significant mathematical and technical expertise.
• CFA or equivalent as well as experience of managing investment assets.
• Excellent interpersonal and communication skills, particularly with boards or investment committees.
• A proven track record in developing and implementing investment strategies and managing diversified portfolios is essential.

• Competitive salary to be discussed over the phone
• Opportunity to work with a respected not-for-profit organisation.
• A…