Investment Manager in London

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:

• 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 developing and implementing investment strategies and managing diversified portfolios is essential.

What's on Offer:

• Competitive salary to be discussed over the phone.
• Opportunity to work with a respected not-for-profit organisation.
• A permanent position with long-term career progression potential.
• The chance to contribute to impactful and ethical investment initiatives.
• 25 days leave per annum (15 day pro rata), plus statutory holidays.
• The Foundation will contribute a sum equivalent to 10% of your basic annual salary to the group pension scheme (Aviva) and will match up to an additional 2.5% (optional) of your contributions from the date your employment begins.
• Life Income Protection and Life Assurance Scheme available from the date your employment begins.
• Private Medical Insurance with BUPA (once probation is complete, subject to tax).
• Office hours are normally 9am - 5pm Monday - Friday, but flexible working is possible around core hours of 10am - 4pm. Some flexibility is required from team members around evening work and travel to and from events and meetings.
• PHF operates a hybrid working policy and you will be expected to work at least 40% of your time in the office with the option to work up to 60% of your time from home. The contractual place of work for this role is 5-11 Leeke Street, London WC1X 9HY.
• We are open to discussing flexible working arrangements.