Investment Manager - Hybrid

Investment Manager City of London £90,000 - £150,000 per year Investment Manager role to manage the clients endowment fund You'll assess the current portfolio and research new opportunities About Our Client 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.

Job Description Investment research and networking 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.

Investment Governance 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 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. Investment Transactions and Treasury 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.

Business planning and market analysis 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.

General 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. The Successful Applicant Skills, knowledge, and experience Excellent Investment acumen 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 Additional skills to consider including in the JD which have been taken from other role descriptions found online:
Excellent interpersonal and communication skills, particularly with boards or investment committees. A proven track record in…