Investment Portfolio Manager - York, United Kingdom - Joseph Rowntree

Joseph Rowntree
Joseph Rowntree
Verified Company
York, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Permanent, Full Time (35 hours per week)

About the role


The Joseph Rowntree Foundation (JRF) has established an exciting new role to support the development and implementation of a new investment strategy and policy.

It's a role that will also be central to managing the performance, reporting and engagement activities for our c.£450m investment portfolio.


Reporting to the Head of Investment, you'll be responsible for portfolio management; overseeing operational activities across the portfolio, monitoring and analysing day to day investment performance as well as building fund manager relationships and engagement on mission-aligned issues.

You'll prepare reports on portfolio performance and engagement for the Investment Committee and Trustees and ensure the investment portfolio values, performance and fees are reflected accurately in the management accounts and annual accounts and report.

You'll also support and inform the development of JRF's new investment strategy and policy through work with colleagues across JRF, external advisors, IC members and Trustees.

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