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Investment Manager

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Council on Foreign Relations

1mo ago

  • Job
    Full-time
    Senior Level
  • Banking & Finance
  • Washington

AI generated summary

  • You need a bachelor’s degree, 5+ years in manager due diligence, strong research and writing skills, investment interest, problem-solving ability, and teamwork. Must travel and know Excel, PowerPoint; Bloomberg, Solovis preferred.
  • You will monitor managers, conduct due diligence, analyze portfolio performance, enhance asset allocation, prepare materials for committees, build relationships, and assist with team operations and efficiency.

Requirements

  • Bachelor’s degree with a strong academic record
  • A minimum of five years of related work experience, preferably with an emphasis on manager due diligence
  • Excellent research, critical thinking, and writing skills; capable of synthesizing large amounts of data and information in a clear and concise manner
  • Keen interest in a broad range of investment topics and a willingness to learn about new investment strategies and approaches
  • Creative problem solver, able to manage multiple tasks simultaneously and meet deadlines
  • Poise and maturity, with the ability to represent CFR to the broader investment community with enthusiasm for its mission and culture
  • Desire and ability to work in a collaborative and team-oriented environment, partnering collegially with a small team
  • High level of integrity, intellectual capability, honesty, and ethics
  • Willingness and ability to travel both domestically and internationally
  • Proficient in Excel and PowerPoint, familiarity with Bloomberg and Solovis preferred

Responsibilities

  • Lead existing manager monitoring by maintaining records on current portfolio money managers, participating in annual meetings and regular calls, and contributing to qualitative and quantitative assessments of existing managers
  • Participate in the research of new manager and investment ideas; support and/or lead due diligence efforts, visit managers on-site, and craft recommendation materials for distribution to the Investment Committee
  • Support and enhance the investment team’s regular performance and risk analysis of the portfolio, including but not limited to private investment modeling, exposure analysis, liquidity tracking, and performance attribution
  • Contribute to the analysis of portfolio asset allocation and strategy, assist with the formulation of investment policies and governance documents
  • Support the development of quarterly discussion materials and participate in regular presentations to the Investment Committee and Investment Advisory Group
  • Build relationships with managers, peers, and marketers to improve the investment team’s sourcing and diligence capabilities
  • Utilize analytical tools and resources, such as Bloomberg and other databases, to help assess the attractiveness of global markets and investment strategies
  • Contribute to the regular operations of the investment team including, but not limited to, scheduling, travel planning, managing budgets and expenses, as well as overseeing portfolio transactions
  • Assist in the evaluation and implementation of external software and data providers to improve the efficiency of the investment function
  • Partner with the investment team to perform any other duties as assigned

FAQs

What is the primary responsibility of the Investment Manager?

The primary responsibility of the Investment Manager is to assist in the oversight, management, and monitoring of the endowment portfolio, and to advise the Investment Committee on risk and return objectives and investment policies.

What qualifications are required for the Investment Manager position?

A Bachelor’s degree with a strong academic record and a minimum of five years of related work experience, preferably with an emphasis on manager due diligence, are required qualifications.

Is previous experience in investment management necessary?

Yes, a minimum of five years of related work experience in investment management, especially focused on manager due diligence, is preferred.

What skills are emphasized for this role?

Excellent research, critical thinking, writing skills, the ability to synthesize large amounts of data, strong oral communication skills, and proficiency in Excel and PowerPoint are emphasized for this role.

Is travel required for this position?

Yes, there is a willingness and ability to travel both domestically and internationally required for this position.

What kind of investment strategies will I be expected to work with?

The Investment Manager will work with a diverse array of asset classes and strategies, including global equity, fixed income, hedge funds, private equity, venture capital, and real assets.

What software and tools will I be expected to use?

Proficiency in Excel and PowerPoint is required, with familiarity with Bloomberg and Solovis preferred for the Investment Manager role.

Does the position offer opportunities for mentorship?

Yes, the position offers opportunities for mentorship from an experienced investment team.

What is the pay range for this role?

The pay range for the Investment Manager position is between $100,000 to $150,000 per year, commensurate with experience and education.

What is the work environment like at the Council on Foreign Relations?

The work environment is collaborative, team-oriented, high-performing, and diverse, providing opportunities for substantial impact on CFR’s investment program.

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Council on Foreign Relations

The Council on Foreign Relations is an independent, nonpartisan membership organization, think tank, and publisher.

Government
Industry
201-500
Employees
1921
Founded Year

Mission & Purpose

The Council on Foreign Relations (CFR) is an independent, nonpartisan membership organization, think tank, and publisher. CFR's think tank is composed of more than fifty full-time and adjunct fellows who cover the major regions and significant issues shaping today's international agenda. CFR's website, www.cfr.org, is a trusted, nonpartisan source of timely analysis and context on international events and trends. CFR publishes the bimonthly Foreign Affairs magazine, widely-considered to be the most influential magazine for the analysis and debate of foreign policy and economics.