Senior Manager, Public Investments-Visa Foundation

Visa•New York, NY

1d•Hybrid

About The Position

The Visa Foundation supports Visa’s corporate purpose to uplift everyone everywhere by enabling financial inclusion for small businesses and communities. Established in 2017, the Visa Foundation now represents nearly $500M in assets and supports grantmaking and impact investments globally having reached millions of businesses worldwide through its partners. The organization, which serves as the philanthropic arm of Visa, works with partners to support underserved people and communities. The Senior Manager will be responsible for leading monitoring, oversight, and, where appropriate, rebalancing of the Visa Foundation’s Public Markets Investments portfolio, including Public Equities and Fixed Income. Reporting to the Head of Investments, this role plays a critical part in ensuring the portfolio is managed in alignment with the Foundation’s Investment Policy Statement (IPS), long‑term return objectives, liquidity needs, and risk tolerance. The Senior Manager will work closely with external investment managers, internal stakeholders, and the investment team to deliver high‑quality portfolio monitoring, detailed investment analysis, and disciplined implementation. The role also supports the Foundation’s broader portfolio management needs.

Requirements

8 or more years of relevant work experience with a Bachelors Degree or at least 6 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD.
10 or more years of relevant work experience with a Bachelors Degree or 8 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 4 years of work experience with a PhD.
Experience in investing in public markets (US and Int’l, Developed and EM Int’l markets), including asset allocation, manager research, and portfolio analysis.
Experience managing and investing in public equities, public fixed income, and multi‑asset portfolios.
Demonstrated experience working with institutional portfolios (endowments, foundations, pensions, asset managers, or OCIOs).
Bloomberg terminal proficiency to perform historical and look-forward analysis of Funds performance
CFA or similar level of technical finance certification
Interest (and/or some experience) in Private Funds/Impact Investing with a view to grow into the role of supporting in Private markets
Interest in Philanthropy and use of grants and investments as a tool for supporting the growth of small businesses and economic development
Ability to integrate technology into work.
Expert level in PowerPoint and Excel.
And Aptitude and interest in Gen AI tools
Stellar writing and editing abilities, as well as oral communications skills.
Strong analytical skills and proven ability to connect dots among different work streams.
Comfortable communicating with all levels of stakeholders internally and externally.
Strong interpersonal skills, collaborative mindset, self-starter, and an exceptional work ethic; high level of EQ to function across stakeholders in a matrixed environment
Ability to work well in a fast-paced and dynamic environment and manage multiple projects, often on short deadlines and under pressure.

Responsibilities

Monitor performance, risk, and exposures across Public Equities and Public Fixed Income portfolios
Evaluate manager performance relative to benchmarks, peers, and stated mandates. Identify performance drivers, factor exposures, and concentration risks.
Identify periodic rebalancing actions to maintain alignment with the Foundation’s IPS targets for risk, return, and liquidity.
Conduct macro‑economic and micro‑economic analysis to inform asset allocation decisions, risk management, and tactical adjustments.
Assess market conditions, interest rate dynamics, equity valuations, and liquidity considerations relevant to the portfolio.
Support as needed on Private Funds Impact Investment portfolio during the investment cycle (diligence, underwriting, portfolio execution and monitoring)
Produce quarterly and annual portfolio monitoring materials for the Investment Committee.
Prepare clear, concise analysis on performance, risk metrics, attribution, and key portfolio developments.
Partner with operations, finance, legal and external service providers to execute investment decisions