The Investment Director is new post to strengthen the management of our Endowment.
The Investment Director will play a key role in managing our financial assets and in driving our relationship with Partners Capital.
The Investment Director will bring insight and innovative thinking to how we manage our investments. You will take an active role in setting our strategic and tactical asset allocation, setting asset class strategies and choosing managers.
The Investment Director will network widely and travel internationally to ensure our thinking on investment and endowment matters is up to date.
5% of the Endowment will be invested in funds that can deliver both health impact and financial returns commensurate with risk. The Investment Director will lead the implementation of this part of the portfolio. This will involve establishing decision-making processes and then leading the identification and approval of relevant impact funds.
The Investment Director will assist the Director of Finance and Investment in supporting the quarterly Investment Committee. You will write papers for the Committee and play an influential role in discussions at Committee meetings.
Lead the design and implementation of investing for health impact through institutional funds within the Endowment
Identifying potential funds o Assessing them against financial and impact criteria o Making investment recommendations o Ensuring due diligence is conducted
Assist the Director of Finance and Investment to manage the relationship with Partners Capital
Input into strategic and tactical asset allocation o Input into and monitoring of asset class investment strategies o Input into manager selection/deselection and monitoring of managers o Regular meetings with Partners Capital
Regular meetings with managers, including internationally
Monitor the performance of the financial assets within the Endowment against expectations and risk levels
Preparation of papers for the quarterly Investment Committee. Attendance at the Committee and input into discussions
Building an active network to ensure we have access to the latest investment and endowment management thinking. Attendance at conferences and events
Develop close working relationships across the Charity, including with the property, strategy, communications, and finance and operations teams
Act as an Ambassador for the Charity and for new ideas in endowment management
Knowledge and qualifications
Graduate - Bachelor's degree or equivalent
CFA charter holder or equivalent
Experienced investment portfolio manager
In depth knowledge of asset allocation and manager selection theory and practice
Experience of major asset classes
Capability and willingness to undertake analysis using Excel and other tools
Experience of managing charitable endowments
Experience in impact investing or venture philanthropy
Skills, abilities and attributes
Ambitious and determined individual – setting high standards and achieving these
Focused on outcomes – with the persistence to achieve these
Intellectually capable – ability to interrogate ideas and concepts and adapt them to our circumstances
Clear strategic thinker – able to manage a complex range of objectives and risks
Considered judgement – open to external thinking, willingness to balance arguments and deliver high conviction recommendations
Innovative thinker – not afraid to propose new ways of approaching familiar issues
Powerful influencer – persuasive in situations without direct levers to pull
Effective stakeholder management skills – with the ability to obtain and maintain the trust of a range of both internal and external stakeholders
Good communication and presentational skills – with the ability to communicate convincingly to a wide range of audiences
Enterprising – looks at things from different angles and is open to new ideas and perspectives
Collaborative – contributes to collective effort and gives time and attention to people and ideas
Delivery minded – is accountable for results and willing to get stuck in and work at pace
If you would like to be considered for this opportunity and would like further information, please contact Carpenter Farraday who have been retained by Guy's and St Thomas' as their recruitment partner on this position.
Closing date for applications: 16th November 2017 at 23:59.