Investment Evaluation

• Identify and propose investment opportunities (equity, real estate, or other asset classes) in line with the approved investment policy.

• Evaluate opportunities for both financial returns and alignment with the organization’s mission and social impact objectives.

• Develop and maintain financial models to assess returns under different scenarios and variables.

Due Diligence

• Conduct thorough due diligence for potential investments.

• Monitor approved investments and provide regular performance updates.

• Assess investment risks with a focus on capital preservation and responsible fund stewardship.

• Prepare investment analysis and recommendations for decision-making forums.

Reporting & Governance

• Ensure investment documentation is accurate, complete, and compliant with internal policies.

• Prepare and present investment memos, proposals, and progress updates to leadership.

• Track NAV and benchmark performance to evaluate portfolio results.

• Produce periodic reports on investment performance, risks, and portfolio summaries.

• Coordinate with finance and other teams to support long-term organizational sustainability.

• Strong understanding of financial and capital markets

• Proficiency in portfolio and market analysis

• Advanced financial modeling skills, including scenario and sensitivity analysis

• Excellent analytical, problem-solving, and decision-making abilities

• Strong communication and stakeholder management skills

• Sound business judgment with high attention to detail

• Knowledge of responsible investing principles and NGO financial sustainability practices

MBA (Finance) from a reputed university; CFA preferred.

3+ years of relevant experience in portfolio management, investment analysis and financial modeling