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Manager, Investment Management
- Type:
- Full Time
- Location(s):
- Redwood City, CA 94065, United States
- Date Posted:
- Salary:
- Base Pay Range: $92,700/yr. - $128,600/yr.
- Job Posting End Date:
- 2025-04-24-07:00
- Job ID:
- R250300160
Investment Management
The Manager, Investment Management works independently to provide complex analytical support to the investment team. This job leads investment projects that address capital markets, investment managers, portfolio exposures, and performance. The Manager presents on key investment issues to investment team members and interacts with clients. The Manager sits on the Investment Committee.
Key Responsibilities and Duties
Career Level
8IC
The Manager, Investment Management works independently to provide complex analytical support to the investment team. This job leads investment projects that address capital markets, investment managers, portfolio exposures, and performance. The Manager presents on key investment issues to investment team members and interacts with clients. The Manager sits on the Investment Committee.
Key Responsibilities and Duties
- Designs and creates investment and planned giving-related materials (exhibits, newsletter articles, research pieces) for clients and donors.
- Completes investment research on capital markets and investment managers, portfolio exposures, and performance that is used in the management and oversight of the portfolios.
- Serves as an investment team representative on client teams, supporting planned giving relationships.
- Responds to client inquiries regarding account-level issues, such as investment performance or asset allocation.
- Serves as a voting member of the Investment Committee.
- Interacts regularly with investment managers.
- Presents investment materials at webinars and conferences.
- Leads investment discussions at portfolio oversight meetings.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
8IC
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