Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage cash and investment assets, oversee daily operations, and support financial reporting.
- Company: Founders Pledge empowers entrepreneurs to drive social impact, raising over $10 billion since 2015.
- Benefits: Enjoy remote work options, enhanced parental leave, sabbaticals, team events, and a dog-friendly office.
- Why this job: Join a diverse team shaping philanthropy's future while making a real difference in the world.
- Qualifications: Experience in treasury management, strong financial knowledge, and proficiency in Google Docs and Excel required.
- Other info: This role offers a flat structure and opportunities for personal and professional growth.
The predicted salary is between 54000 - 75000 £ per year.
Location: Hybrid · London, UK (1-2 days per week in the London Bridge office)
Salary: Up to £75,000 (GBP)
Team: Finance
Seniority: Mid-level, Senior
Closing: 12:45pm, 1st May 2025 BST
Perks and benefits:
- Work from home option
- Employee Assistance Programme
- Enhanced maternity and paternity leave
- Sabbatical Opportunities
- Team social events
- Cycle to work scheme
- Dogs in the office
ABOUT US: At Founders Pledge, our mission is to empower entrepreneurs to do immense good. Since launching in 2015, we’ve raised over $10 billion for the most impactful social causes. We offer the simplest path to impact for successful entrepreneurs, providing end-to-end giving infrastructure, pioneering research, and access to a worldwide network of experts.
ABOUT THE ROLE: We are seeking a Treasury and Investment Manager to oversee the management of Founders Pledge’s cash and investment assets. Reporting to the CFO, this role will be responsible for managing approximately $100M and growing in assets under management (AUM) for our Donor-Advised Funds (DAFs) and thematic philanthropic funds.
WHAT YOU'LL DO:
- Cash Management: Oversee day-to-day cash management across multiple currencies. Collaborate with the Philanthropic Services (PS) team to forecast cash needs. Monitor and manage bank and investment accounts for all DAFs. Manage foreign currency payments to optimize FX rates. Support month-end processes and ensure smooth reconciliation of balances.
- Investment Management: Oversee investment portfolios ensuring alignment with FPs overall investment policy. Support the PS team with new gift acceptance and currency issues. Assist in evaluating investment opportunities to optimize returns. Forecast medium- and long-term funding and hedging requirements.
- Reporting and Compliance: Review monthly investment performance and allocate returns to DAFs. Establish robust reporting practices for investment balances. Work closely with the Financial Controller for reconciliations.
- Relationship Management: Manage relationships with banking partners in the US and UK. Organize and lead quarterly performance reviews with investment partners.
WHAT WE'RE LOOKING FOR:
- Proven experience in managing a treasury function.
- Strong knowledge of treasury accounting and financial instruments.
- Excellent time management and organizational skills.
- Proficiency in Google Docs, Excel, and SAGE Intacct accounting software.
WHY WORK WITH US? We offer a flat structure and an opportunity to help shape the future of philanthropy. We’re a diverse team who believe that amazing things can happen when we tackle problems together. We are proud to be an equal opportunity employer and value diversity at Founders Pledge.
Treasury and Investment Manager employer: Be Applied Ltd
Contact Detail:
Be Applied Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury and Investment Manager
✨Tip Number 1
Familiarise yourself with the latest trends in treasury management and investment strategies. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the finance and philanthropy sectors. Attend relevant events or webinars to connect with individuals who can provide insights into the role and potentially refer you to opportunities at Founders Pledge.
✨Tip Number 3
Research Founders Pledge’s mission and values thoroughly. Understanding their approach to philanthropy will enable you to align your answers and demonstrate how your experience can contribute to their goals.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your skills in cash management, investment oversight, and relationship management. Being able to discuss these in detail will set you apart during the interview process.
We think you need these skills to ace Treasury and Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in treasury management and investment oversight. Use specific examples that demonstrate your skills in cash management, financial instruments, and relationship management.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for philanthropy and how your background aligns with Founders Pledge's mission. Mention your experience with managing assets and your understanding of the philanthropic landscape.
Highlight Relevant Skills: In your application, emphasise your proficiency in Google Docs, Excel, and SAGE Intacct accounting software. Also, showcase your organisational skills and ability to manage multiple tasks effectively.
Showcase Your Impact: Include any quantifiable achievements from previous roles that demonstrate your ability to optimise returns and manage large portfolios. This could be in terms of percentage growth or successful project completions.
How to prepare for a job interview at Be Applied Ltd
✨Understand the Role Thoroughly
Make sure you have a solid grasp of the responsibilities outlined in the job description. Familiarise yourself with cash management, investment strategies, and compliance requirements, as these will likely be focal points during your interview.
✨Showcase Relevant Experience
Prepare to discuss your previous experience managing treasury functions and financial instruments. Be ready to provide specific examples of how you've successfully overseen cash management or investment portfolios in the past.
✨Demonstrate Analytical Skills
Since the role involves evaluating investment opportunities and forecasting funding needs, be prepared to discuss your analytical skills. You might be asked to solve a hypothetical scenario, so brush up on your financial analysis techniques.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s investment philosophy and how they measure success. This shows your genuine interest in the role and helps you assess if the company aligns with your values and career goals.
