Investment Portfolio Manager
6 days ago
SG Support is a financial technology institution dedicated to providing financing to non-profits worldwide. Our mission is to provide sustainable financing, donor acquisition, and stewardship management services, enabling charities to grow, scale, and operate more efficiently.
We have strategically partnered with top fundraising agencies globally that have decades of experience. They have supported over 90 charities across 15 countries and have acquired more than 3.4 million donors to date.
About the Role- This role is crucial in ensuring efficient capital allocation, liquidity planning, and financial forecasting to support business growth.
Key Responsibilities:
Investment Management
- Track and analyze investment performance of deployed funds.
- Monitor financing costs and assess the impact on overall financial health.
- Provide recommendations on capital allocation strategies.
- Develop and maintain cash flow projections to optimize liquidity.
- Forecast fund deployment timing and financing needs.
- Collaborate with business units to align financial forecasts with operational plans.
Reporting & Closing
- Ensure timely and accurate monthly financial closing.
- Prepare investment reports, financing cost analysis, and cash flow statements.
- Work with accounting teams to ensure accurate financial records.
- Monitor financial risks related to fund movements and investments.
- Ensure compliance with financial regulations and internal policies.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; CFA, CPA, or ACCA preferred.
- 5-10 years of experience in finance, investment management, FP&A, or treasury functions.
- Strong financial modeling, forecasting, and data analysis skills.
- Proficiency in SQL Accounting Software, Excel, and financial tools.
- Experience in multi-market finance structures is a plus.
- Excellent problem-solving and communication skills.
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