Deputy Manager – Investment

Description

Investment Evaluation

• Identify and propose investment opportunities (equity, real estate, or other asset classes) in line with the approved investment policy.
• Evaluate opportunities for both financial returns and alignment with the organization’s mission and social impact objectives.
• Develop and maintain financial models to assess returns under different scenarios and variables.

Due Diligence

• Conduct thorough due diligence for potential investments.
• Monitor approved investments and provide regular performance updates.
• Assess investment risks with a focus on capital preservation and responsible fund stewardship.
• Prepare investment analysis and recommendations for decision-making forums.

Reporting & Governance

• Ensure investment documentation is accurate, complete, and compliant with internal policies.
• Prepare and present investment memos, proposals, and progress updates to leadership.
• Track NAV and benchmark performance to evaluate portfolio results.
• Produce periodic reports on investment performance, risks, and portfolio summaries.
• Coordinate with finance and other teams to support long-term organizational sustainability.

Required Skills

• Strong understanding of financial and capital markets
• Proficiency in portfolio and market analysis
• Advanced financial modeling skills, including scenario and sensitivity analysis
• Excellent analytical, problem-solving, and decision-making abilities
• Strong communication and stakeholder management skills
• Sound business judgment with high attention to detail
• Knowledge of responsible investing principles and NGO financial sustainability practices

Education

MBA (Finance) from a reputed university; CFA preferred.

Experience

3+ years of relevant experience in portfolio management, investment analysis and financial modeling