Investment Manager

Council on Foreign Relations • Washington, DC

2d • $155,000

About The Position

Reporting to the Chief Investment Officer, the Associate Director, Investments, is part of a small, collaborative, high-performing, and diverse investment team of generalists. The position provides opportunities to have material impact on CFR’s growing, active investment program and mentorship from an experienced investment team. In addition, the position offers access to the broad range of activities and research work of the Council. In this role, the individual will work closely with the Chief Investment Officer and investment team in the day-to-day oversight, management, and monitoring of the endowment portfolio as well as advising the Investment Committee in establishing risk and return objectives and investment policy. CFR is supported by a $700 million endowment portfolio which is allocated across 25+ external money managers investing in a diverse array of asset classes and strategies including global equity, fixed income, hedge funds, private equity, venture capital, and real assets. The individual should be flexible, highly motivated, able to act and operate independently, and have excellent oral and written communication skills. The major responsibilities of this position will include (but are not limited to): Partner in the research of new manager and investment ideas; collaborate on or lead due diligence efforts, visit managers on-site, and craft recommendation materials for distribution to the Investment Committee Support existing manager monitoring by maintaining records on current portfolio money managers, participating in meetings or regular calls, and contributing to qualitative and quantitative assessments of existing managers 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 Collaborate on the development of quarterly discussion materials and participate in regular presentations to the Investment Committee and Investment Advisory Group Utilize analytical tools and resources, such as Bloomberg, S&P Global, and other databases, to help assess the attractiveness of global markets and investment strategies Assist in the evaluation 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

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
• Proficient in Excel and PowerPoint
• 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 domestically

Nice To Haves

• familiarity with Bloomberg and Solovis preferred

Responsibilities

• Partner in the research of new manager and investment ideas
• collaborate on or lead due diligence efforts, visit managers on-site, and craft recommendation materials for distribution to the Investment Committee Support existing manager monitoring by maintaining records on current portfolio money managers, participating in meetings or regular calls, and contributing to qualitative and quantitative assessments of existing managers
• 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
• Collaborate on the development of quarterly discussion materials and participate in regular presentations to the Investment Committee and Investment Advisory Group
• Utilize analytical tools and resources, such as Bloomberg, S&P Global, and other databases, to help assess the attractiveness of global markets and investment strategies
• Assist in the evaluation 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees