Job Description

Position Summary

Reporting to the Chief Investment Officer, the Associate Director, Investments, is part of a small, collaborative, high-performing, and diverse investment team of generalists. The position provides opportunities to have material impact on CFR’s growing, active investment program and mentorship from an experienced investment team. In addition, the position offers access to the broad range of activities and research work of the Council.

In this role, the individual will work closely with the Chief Investment Officer and investment team in the day-to-day oversight, management, and monitoring of the endowment portfolio as well as advising the Investment Committee in establishing risk and return objectives and investment policy. CFR is supported by a $700 million endowment portfolio which is allocated across 25+ external money managers investing in a diverse array of asset classes and strategies including global equity, fixed income, hedge funds, private equity, venture capital, and real assets.

The individual should be flexible, highly motivated, able to act and operate independently, and have excellent oral and written communication skills.

The major responsibilities of this position will include (but are not limited to):

• Partner in the research of new manager and investment ideas; collaborate on or lead due diligence efforts, visit managers on-site, and craft recommendation materials for distribution to the Investment Committee
• Support existing manager monitoring by maintaining records on current portfolio money managers, participating in meetings or regular calls, and contributing to qualitative and quantitative assessments of existing managers
• Support and enhance the investment team’s regular performance and risk analysis of the portfolio, including but not limited to private investment modeling, exposure analysis, liquidity tracking, and performance attribution
• Contribute to the analysis of portfolio asset allocation and strategy, assist with the formulation of investment policies and governance documents
• Collaborate on the development of quarterly discussion materials and participate in regular presentations to the Investment Committee and Investment Advisory Group
• Utilize analytical tools and resources, such as Bloomberg, S&P Global, and other databases, to help assess the attractiveness of global markets and investment strategies
• Assist in the evaluation of external software and data providers to improve the efficiency of the investment function
• Partner with the investment team to perform any other duties as assigned

Qualifications

Experience

• Bachelor’s degree with a strong academic record
• A minimum of five years of related work experience, preferably with an emphasis on manager due diligence
• Proficient in Excel and PowerPoint, familiarity with Bloomberg and Solovis preferred

Related Skills & Other Requirements  

• Excellent research, critical thinking, and writing skills; capable of synthesizing large amounts of data and information in a clear and concise manner
• Keen interest in a broad range of investment topics and a willingness to learn about new investment strategies and approaches
• Creative problem solver, able to manage multiple tasks simultaneously and meet deadlines
• Poise and maturity, with the ability to represent CFR to the broader investment community with enthusiasm for its mission and culture
• Desire and ability to work in a collaborative and team-oriented environment, partnering collegially with a small team
• High level of integrity, intellectual capability, honesty, and ethics
• Willingness and ability to travel domestically

Required Application Materials

• Please submit a résumé and cover letter stating your interest in the position.

Compensation and Benefits

• The full-time annual compensation range for this position is $155,000, depending on experience.
• In addition to competitive salaries, CFR provides employees with an outstanding benefits package.

About CFR

The Council on Foreign Relations (CFR) is committed to fostering a foreign policy community in the United States that is more representative of American society, recognizing that diverse backgrounds and perspectives contribute to broader, more informed participation in the foreign policy debate and lead to an enhanced understanding of the world and the United States’ role therein. To that end, CFR is dedicated to continuing to advance diversity, equity, and inclusion throughout its work and workplace by building a more diverse membership and staff, producing and dispensing thoughtful analysis on a broad range of foreign policy issues, and developing relevant, wide-reaching programming that also serves to expand the foreign policy talent pipeline to underrepresented populations. 

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