Senior Investment Manager and Portfolio Management

STOLLER FOUNDATION

Houston, TX
Church/Company Size
under 50
Job Type
Full Time
Pay Type
Salary
Employee Workplace
On-site

Job Description:

Description:

   

About Stoller Foundation

Stoller Foundation is a Christian nonprofit foundation that stewards its assets to support its mission to love God and love others and help grow the Kingdom of God around the world. The Foundation seeks an experienced investment professional who combines sound judgment and disciplined portfolio management with a commitment to Christian faith and mission. 

Position Summary

The Senior Manager of Investments helps develop and manage the Foundation’s investment portfolio in support of long-term grant strategy. The role works closely with senior leadership, the investment committee, external investment managers, and internal finance staff.

The position is suited to an experienced investor who can analyze opportunities, monitor risk and performance, communicate clearly with governance bodies, and help ensure the portfolio is managed in accordance with the Foundation’s investment policy and fiduciary responsibilities.

The role will work across public and private markets and serve as a key thought partner to the Chief Investment Officer on how to structure the $1.25 billion investment portfolio to increase returns and grow foundation giving capacity.

The ideal candidate is an experienced institutional investor who combines strong analytical and portfolio-management skills with sound fiduciary judgment, humility, integrity, and a commitment to Christian stewardship.

Key Responsibilities

Portfolio Management and Investment Strategy

  • Support implementation of the Stoller’s strategic asset allocation and investment      policies.

  • Monitor portfolio exposures, performance, liquidity, risk, fees, and      diversification.

  • Analyze public and private market investments, including equities, fixed income, hedge funds, private equity, venture capital, real assets, and cash.

  • Evaluate portfolio positioning and recommend rebalancing, pacing, and liquidity actions.

  • Conduct scenario analysis, stress testing, and long-term capital-market analysis.

  • Help assess impact of market conditions, economic developments, and investment opportunities on the total portfolio.

Investment Manager Research and Oversight

  • Source, screen, evaluate, and monitor external investment managers and other partners.

  • Conduct quantitative and qualitative due diligence on investment philosophy, process, team, performance, risk controls, operations, culture, and organizational stability.

  • Prepare investment memoranda and recommendations for senior investment leadership and the Investment Committee.

  • Participate in manager meetings, reference calls, and on-site due diligence.

  • Monitor existing managers against portfolio objectives, benchmarks, and peer groups.

Investment Committee and Board Reporting

  • Provide input into monthly materials for Investment Committee and Board of Directors.

  • Help develop portfolio updates, investment recommendations, risk considerations, and market observations.

  • Assist with meeting preparation, agenda development, minutes, and follow-up actions.

  • Prepare clear, timely analyses and reports for the Chief Investment Officer, senior leadership, and investment committee.

  • Support investment committee meetings, including preparing materials, documenting follow-up items, and tracking decisions.

  • Translate complex investment topics into clear, concise communication for non-investment stakeholders.

Private Markets and Liquidity Management

  • Monitor private-market commitments, capital calls, distributions, valuations, unfunded obligations, and pacing plans.

  • Assist with private-equity, venture-capital, private-credit, real-assets, and other alternative-investment underwriting.

  • Help maintain appropriate liquidity to support grantmaking, operating expenses, and contractual obligations.

  • Coordinate with finance and operations teams regarding cash flows, valuations, audits, and investment reporting.

Risk Management and Operations

  • Monitor concentration, leverage, liquidity, counterparty, currency, and reputational risks.

  • Review investment performance and risk reports for accuracy and completeness.

  • Help oversee custodians, investment consultants, and other external service providers.

  • Identify emerging risks and recommend appropriate mitigations.

Why We Exist

Billions of people alive today have never heard the Gospel — not because they rejected it, but because no one has shared it with them. That is the most urgent problem in the world. That urgency drives everything we do.

Stoller Foundation exists to close that gap. We identify and fund 501(c)(3) ministries whose primary focus is verbally and proactively sharing the Gospel — because we believe evangelism is the first step of the Great Commission. Everything else flows from it.
 

When a person is transformed by faith in Jesus Christ, families change. When families change, communities change. But it starts with sharing the Gospel. It always has. Recently, an unreached Tribe in a very remote area of the Amazon experienced 50% of their tribe come to Christ after hearing the Gospel.

We don't wait for the mission to come to us. We seek out the ministries most effectively reaching the unreached, and we resource them to go further. Because every day without the Gospel is a day of eternal consequence.

This is why we exist. This is what we fund. This is the mission.

Requirements:

  •  Bachelor’s degree in finance, economics, accounting, business, or a related field; an advanced degree or relevant professional designation is a plus.

  • Approximately 4–10 years of relevant investment experience, preferably in an endowment, foundation, family office, institutional asset owner, investment bank, or investment management organization.

  • Demonstrated experience in portfolio analysis, asset allocation, evaluating investment managers and analyzing portfolio performance, and risk management

  • Familiarity with multiple asset classes, public and private markets, including private-market commitment pacing and liquidity analysis.

  • Strong financial modeling, quantitative analysis, and investment research skills

  • Experience preparing investment recommendations and materials for an investment committee.

  • Strong quantitative, analytical, written, and verbal communication skills.

  • Ability to explain complex investment issues clearly to both investment and non-investment audiences.

  • High level of integrity, judgment, discretion, organization, and attention to detail.

  • Collaborative leadership style and intellectual curiosity.


Apply Here: https://www.click2apply.net/OeJOJyhDqmk2at2jCBWjN

PI288337862

You Also May Be Interested In:

STOLLER FOUNDATION

Houston, TX
Get notified about new jobs that match your interests

Job Seeker Tools

STOLLER FOUNDATION

Houston, TX
Get notified about new jobs that match your interests