Treasury and Investment Manager

Location Hybrid London, UK 1-2 days per week in the London Bridge office

Salary Up to £75,000 (GBP)

Team Finance

Seniority Mid-level, Senior

• Closing: 12:45pm, 1st May 2025 BST

Perks and benefits

Work from home option

Employee Assistance Programme

Enhanced maternity and paternity leave

Sabbatical Opportunities

Team social events

Cycle to work scheme

Dogs in the office

Job Description

ABOUT US:

At Founders Pledge, our mission is to empower entrepreneurs to do immense good. Since launching in 2015, we've raised over $10 billion for the most impactful social causes. We offer the simplest path to impact for successful entrepreneurs, providing end-to-end giving infrastructure, pioneering research, and access to a worldwide network of experts.

ABOUT THE ROLE:

We are seeking a Treasury and Investment Manager to oversee the management of Founders Pledge's cash and investment assets. Reporting to the CFO, this role will be responsible for managing approximately $100M and growing in assets under management (AUM) for our Donor-Advised Funds (DAFs) and thematic philanthropic funds.

WHAT YOU'LL DO:

Cash Management:

• Oversee day-to-day cash management across multiple currencies.
• Collaborate with the Philanthropic Services (PS) team to forecast cash needs.
• Monitor and manage bank and investment accounts for all DAFs.
• Manage foreign currency payments to optimize FX rates.
• Support month-end processes and ensure smooth reconciliation of balances.

Investment Management:

• Oversee investment portfolios ensuring alignment with FPs overall investment policy.
• Support the PS team with new gift acceptance and currency issues.
• Assist in evaluating investment opportunities to optimize returns.
• Forecast medium- and long-term funding and hedging requirements.

Reporting and Compliance:

• Review monthly investment performance and allocate returns to DAFs.
• Establish robust reporting practices for investment balances.
• Work closely with the Financial Controller for reconciliations.

Relationship Management:

• Manage relationships with banking partners in the US and UK.
• Organize and lead quarterly performance reviews with investment partners.

WHAT WE'RE LOOKING FOR:

• Proven experience in managing a treasury function.
• Strong knowledge of treasury accounting and financial instruments.
• Excellent time management and organizational skills.
• Proficiency in Google Docs, Excel, and SAGE Intacct accounting software.

WHY WORK WITH US?

We offer a flat structure and an opportunity to help shape the future of philanthropy. We're a diverse team who believe that amazing things can happen when we tackle problems together.

We are proud to be an equal opportunity employer and value diversity at Founders Pledge.