Investment Portfolio Manager

Job Posting Organization:
The organization is the largest nonprofit dedicated to combating poverty, disease, and inequity globally. Founded on the principle that everyone deserves the opportunity to lead a healthy and productive life, the foundation emphasizes diversity among its employees to reflect the populations it serves. It offers a comprehensive benefits package, including medical, dental, and vision coverage, generous paid time off, family leave, retirement contributions, and opportunities for community engagement. The foundation is committed to fostering a supportive work environment that promotes both personal and professional growth.

Job Overview:
In this role, you will be responsible for supporting the development and management of a diverse portfolio of investments that align with the foundation's programmatic, strategic, and operational goals. Your work will involve providing transactional support for portfolio management, ensuring compliance with external reporting requirements, and facilitating sound decision-making through effective collaboration with both internal and external stakeholders. You will play a crucial role in managing the lifecycle of grants and contracts, ensuring that investments are effectively monitored and reported, and that they meet the foundation's objectives in health, agricultural development, and poverty reduction.

Duties and Responsibilities:
Your primary duties will include working closely with investment makers to develop and maintain a portfolio of investments, performing initial due diligence, collecting and analyzing portfolio data, and managing timelines. You will act as a subject matter expert on investment tools and systems, providing training and coaching to program teams and external partners. Additionally, you will ensure compliance with internal and external processes throughout the investment lifecycle, support compliance reporting as required by the Foreign NGO Law, and monitor the financial performance of initiatives. You will also coordinate the end-to-end contract and grant processes, engage with external grantees and partners, and provide ad hoc support to the team for various programmatic and operational needs.

Required Qualifications:
Candidates must possess a Bachelor’s degree or equivalent experience, with a broad knowledge of the investment lifecycle, investment rules, mechanisms, and regulations. Familiarity with portfolio management and financial planning is essential, along with the ability to recognize complexities and raise risks appropriately. Strong collaboration skills and the ability to develop and maintain partnerships are also required. Experience in project management, financial management, or the nonprofit sector is highly desirable.

Educational Background:
A Bachelor’s degree is required, with a preference for candidates who have demonstrated experience in relevant fields such as finance, investment management, or nonprofit administration. Equivalent experience may also be considered in lieu of formal education.

Experience:
Candidates should have some experience in project management, portfolio management, or financial management, ideally within the nonprofit sector or a related industry. Familiarity with financial reporting and budgeting processes is also beneficial, as is a strong understanding of internal and external systems and tools used in investment management.

Languages:
Fluency in English is mandatory, and proficiency in Mandarin is highly desirable given the location of the position and the nature of the work. Additional language skills may be considered an asset, particularly if they relate to the foundation's areas of focus.

Additional Notes:
This position is based in Beijing, China, and candidates must have legal authorization to work in the country without requiring visa sponsorship. The role is full-time, and employment is contingent upon successful completion of a background check. The foundation is committed to diversity and inclusion, ensuring equal opportunity for all applicants regardless of their background.