Associate, Investment Strategy
2 weeks ago
**Position**:Associate, Investment Strategy
**Status**:Full-time, Indefinite
**Reports to**:Vice President, Investment Strategy
**Language(s)**: English
**Location**: Remote, within Canada
**Salary range**: $87,000 - 116,000
**Deadline for Applications**:28 April 2024, 11:59pm EDT
**ABOUT THE EQUALITY FUND**The Equality Fund is transforming the way that resources—and power—flow into the hands of girls, women, and trans people worldwide. Designed by feminists for feminists, it is a model for sustainably resourcing feminist movements everywhere, through global grantmaking, gender-lens investing, policy advocacy, and feminist philanthropy. Launched in 2019, the Equality Fund has committed $85 million as of 2023 and is supporting over 800 organizations working in 90 countries globally.
**THE OPPORTUNITY**
Reporting to the Vice President, Investment Strategy, the Associate will support delivering upon key investment activities including the execution of Equality Fund’s Investment Strategy, portfolio management of the EF Government Investment Pool, promotion of EF’s Gender Lens Investment Criteria, financial and impact reporting, stewardship of external investment relationships, and investment governance.
**SCOPE & RESPONSIBILITIES**
- Investment strategy development, product research, discovery and execution_
- Contributes to short, medium and long-term planning for EF’s investment activities and supports the execution of EF’s investment strategy
- Contributes to the development and launch of new investment products alongside asset management partners, across asset classes including public equities, fixed income, private equity and private credit
- Performs market analysis and research on investment strategies and gender lens investment products
- Supports screening of investment pipeline proposed by Outsourced Chief Investment Officer (OCIO) for adherence to EF Gender Lens Investment (GLI) criteria
- Relationship and field building_
- Stewards external relationships and key investment partners including investment managers, EF Board of Directors, Investment Committees and external parties
- Contributes to field building in gender lens investing and promotion of EF’s GLI Criteria through participation in external events, webinars and communities of practice
- Supports VP Investment Strategy with capital mobilization and investment fundraising by engaging with external investors and funders
- Support in analysis and preparation of EF GLI knowledge products
- Shares insights, knowledge and information internally and across teams, collaborating with EF staff to co-create processes and procedures and form new partnerships
- Facilitates meetings with external partners and internal teams
- Act in accordance with our policies around building a culture of safety, respect, and care; never engage in harassment, coercion, sexual exploitation or abuse of any form, or anything else contrary to our code of conduct.
- Impact measurement and analysis_
- Measures, monitors and tracks key performance indicators and impact
- Researches and develops impact measurement methodologies to communicate the impact and results of EF’s investment activities
- Synthesizes information from multiple inputs, maps and analyzes alternatives and future paths as EF builds out its investment processes, portfolio, products, services and activities
- Measures, manages and mitigates risk associated with investment strategy and portfolio
- Contributes to EF’s measurement, evaluation, and learning framework and provides research and data to inform decisions
- Contributes to the development of GLI guidelines & benchmarks
- Planning and reporting_
- Leads the investment team’s annual planning and reporting process
- Lead the Global Affairs Canada annual reporting process for the investment team
- Leads the performance management framework annual reporting process on behalf of the Investment team
- Produces investment reports and data as required
- Provides input into various organization-wide and investment team policies, procedures and documents including the annual plan, annual report, etc.
- Governance_
- Develops activity summaries to support quarterly Board meeting investment related agenda items
- Assists in the preparation of Investment Committee reports and documents for Board of director meetings and materials packages
- Manages the Investment Advisory Committee (IAC) agenda, planning, preparation and dissemination of supporting materials
- Manages the committee member recruitment process for the IAC
- Identifies, tracks and manages various action items associated with the operations of the IAC and Investment Committee
**QUALIFICATIONS & COMPETENCIES**
- Undergraduate degree in business and/or finance, or related field
- 3+ years work experience in asset management, fund/investment management, or endowment management
- Strong understanding of public and private securities/investments
- Knowledge of impact investing a
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