Investment Manager

JOB DESCRIPTION

Investment Manager

FUNCTION

Investment Manager

REPORTS TO

CFO/CIO

LOCATION

Houston, TX

FLSA STATUS

Exempt

POSITION OVERVIEW

The Investment Manager plays a critical role in supporting the Foundations investment strategy and overall portfolio management by delivering rigorous investment analysis, performance reporting, and ongoing manager relationship support. This role contributes to the sourcing, evaluation, and due diligence of investment opportunities and provides high-quality analytical insights to inform investment decision-making across the organization.

CULTURAL QUALIFICATIONS In everything the Investment Manager does, he or she needs to:

• Strong understanding of Christian values, with a demonstrated commitment to upholding them in the workplace.
• Excellence commit to highest standards of performance, quality and professionalism
• Authenticity operate with transparency, sincerity, and fidelity to our identity
• Collaboration work together with teams and partners, fostering unity, mutual respect and shared purpose
• Service approach all responsibilities selflessly to love, help, and uplift others
• Impact drive meaningful, long-term sustainable outcomes

KEY METRICS

• Total Return
• Sharpe Ratio
• Excess Return vs. Benchmark
• Tracking Error vs. Benchmark
• Information Ratio
• Maximum Drawdown vs. Benchmark
• Policy Compliance Breaches

ESSENTIAL JOB FUNCTIONS

Research & Analysis (5060%)

• Build, maintain, and enhance financial and investment models.
• Support ongoing monitoring of existing investments, including performance, risk, and adherence to policy.
• Generate insights and intelligence across managers, funds, and asset classes.
• Prepare timely and accurate Investment Performance Review reports.
• Design and propose new analytical reports to enhance portfolio transparency and decision-making.
• Undertake portfolio modeling, stress testing, and scenario analyses.

Investment Management (2025%)

• Assist in maintaining and strengthening investment manager relationships.
• Oversee and manage Non-Core and Legacy assets.
• Support quantitative and qualitative due diligence for prospective and existing investments.
• Research, evaluate, and help implement tools, technology, and resources to improve investment processes.
• Contribute to the development and refinement of investment policies, workflows, and evaluation frameworks.

Administration & General (2530%)

• Prepare, organize, and archive investment documentation, ensuring compliance and accessibility.
• Collaborate closely with the Finance team on valuations, capital calls, distributions, and liquidity planning.
• Ensure accuracy and integrity of all investment-related data; prepare monthly dashboards and presentations.
• Coordinate meetings for Strategic Partners, the Investment Committee, and the Board, including material and follow-up.
• Lead or support ad-hoc projects related to portfolio optimization, reporting, or strategic initiatives.

CORE COMPETENCIES

• Strong analytical and quantitative skills, with demonstrated proficiency in Excel and financial modeling tools.
• Exceptional attention to detail and strong organizational skills, with the ability to manage multiple priorities and deadlines.
• Excellent written, verbal, and interpersonal communication skills, with the ability to clearly convey complex information to diverse audiences.
• Proven ability to collaborate effectively with diverse teams and stakeholders.
• High degree of discretion in handling confidential and sensitive information.
• Ethical, principled, and disciplined approach to investment management.
• Ability to serve as a trusted and knowledgeable resource to the CFO/CIO.

QUALIFICATIONS

Bachelors degree in Finance, Economics, Accounting, or a related field; advanced degree or progress toward the CFA designation preferred.

37+ years of experience in investment analysis, portfolio management, financial modeling, or related roles.

Experience with alternative investments, asset allocation, or institutional investment environments preferred.

Compensation details: Yearly Salary

d-