Council on Foreign Relations
Investment Manager
Council on Foreign Relations, Washington, District of Columbia, us, 20022
Overview:
Reporting to the Chief Investment Officer, the Investment Manager is part of a small, collaborative, high-performing, and diverse investment team of generalists. The position provides opportunities to have material impact on CFRs 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 Deputy Director of Investment Operations 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 $600 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)::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 managersParticipate 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 CommitteeSupport and enhance the investment teams regular performance and risk analysis of the portfolio, including but not limited to private investment modeling, exposure analysis, liquidity tracking, and performance attributionContribute to the analysis of portfolio asset allocation and strategy, assist with the formulation of investment policies and governance documentsSupport the development of quarterly discussion materials and participate in regular presentations to the Investment Committee and Investment Advisory GroupBuild relationships with managers, peers, and marketers to improve the investment teams sourcing and diligence capabilitiesUtilize analytical tools and resources, such as Bloomberg and other databases, to help assess the attractiveness of global markets and investment strategiesContribute 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 transactionsAssist in the evaluation and implementation of external software and data providers to improve the efficiency of the investment functionPartner with the investment team to perform any other duties as assignedQualifications:
Bachelors 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
Pay Range$100,000 to $150,000 per yearPay commensurate with experience and educationAbout CFR:Founded in 1921, the Council on Foreign Relations (CFR) is a leading nonprofit membership organization, research center, and publisher, with headquarters in New York, an office in Washington, DC, and programs nationwide. It is dedicated to increasing America's understanding of the world and contributing ideas to U.S. foreign policy. CFR's 5,000+ members are leaders in international affairs and foreign policy. CFR also publishes
Foreign Affairs , the preeminent magazine on global issues, and provides up-to-date information about the world and U.S. foreign policy on its award-winning website, CFR.org.The Council on Foreign Relations offers a benefits package that is among the best offered by nonprofit institutions today, including an award-winning health and wellness program, an on-site fitness center, and generous leave policies and health insurance programs.The Council on Foreign Relations is an equal opportunity employer and actively seeks candidates from a diverse background.
Reporting to the Chief Investment Officer, the Investment Manager is part of a small, collaborative, high-performing, and diverse investment team of generalists. The position provides opportunities to have material impact on CFRs 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 Deputy Director of Investment Operations 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 $600 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)::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 managersParticipate 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 CommitteeSupport and enhance the investment teams regular performance and risk analysis of the portfolio, including but not limited to private investment modeling, exposure analysis, liquidity tracking, and performance attributionContribute to the analysis of portfolio asset allocation and strategy, assist with the formulation of investment policies and governance documentsSupport the development of quarterly discussion materials and participate in regular presentations to the Investment Committee and Investment Advisory GroupBuild relationships with managers, peers, and marketers to improve the investment teams sourcing and diligence capabilitiesUtilize analytical tools and resources, such as Bloomberg and other databases, to help assess the attractiveness of global markets and investment strategiesContribute 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 transactionsAssist in the evaluation and implementation of external software and data providers to improve the efficiency of the investment functionPartner with the investment team to perform any other duties as assignedQualifications:
Bachelors 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
Pay Range$100,000 to $150,000 per yearPay commensurate with experience and educationAbout CFR:Founded in 1921, the Council on Foreign Relations (CFR) is a leading nonprofit membership organization, research center, and publisher, with headquarters in New York, an office in Washington, DC, and programs nationwide. It is dedicated to increasing America's understanding of the world and contributing ideas to U.S. foreign policy. CFR's 5,000+ members are leaders in international affairs and foreign policy. CFR also publishes
Foreign Affairs , the preeminent magazine on global issues, and provides up-to-date information about the world and U.S. foreign policy on its award-winning website, CFR.org.The Council on Foreign Relations offers a benefits package that is among the best offered by nonprofit institutions today, including an award-winning health and wellness program, an on-site fitness center, and generous leave policies and health insurance programs.The Council on Foreign Relations is an equal opportunity employer and actively seeks candidates from a diverse background.