Senior Manager, Public Investments-Visa Foundation

Visa

New York, NY

JOB DETAILS
SALARY
$153,700–$246,200 Per Year
SKILLS
Analysis Skills, Artificial Intelligence (AI), Asset Management, Benchmarking, Business Administration, Business Growth, Business Model, Chartered Financial Analyst (CFA), Communication Skills, Economic Analysis, Economic Development, Economic Growth, Editing, Endowments, Equity Securities, Finance, Fixed Income Investments, Government, Interest Rates, Interpersonal Skills, Intrusion Prevention Systems, Investment Analysis, Investment Funds, Investment Management, Investment Services, Leadership, Legal, Liquidity, Market Analysis, Materials Tracking, Microsoft Excel, Microsoft PowerPoint, Multitasking, Office Equipment, Performance Analysis, Performance Metrics, Physical Demands, Portfolio Analysis, Presentation/Verbal Skills, Private Funding, Project/Program Management, Quality Monitoring, Retirement and Pension Management, Risk, Risk Analysis, Risk Management, Sales, Small Business, Sustainability, Team Player, Time Management, Underwriting, Willing to Travel
LOCATION
New York, NY
POSTED
Today

About Us
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.

Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.

Job Description

What’s it all about  

Visa understands that operating a successful company includes driving business growth, delivering strong shareholder returns and expanding digital commerce in support of local economies. 

The Social Impact & Sustainability (SIS) team executes on this belief every day, connecting our shared communities within and outside of Visa. We strive to place Visa at the forefront to power the future of commerce for everyone through inclusive financial products, innovative and impactful solutions, and responsible corporate leadership. Our team works to leverage Visa’s assets, business model and global scale to drive business growth and economic growth, with a focus on communities where we do business. We aim to achieve this by building purpose-driven partnerships and delivering programs that have societal and business benefit, with a particular emphasis on supporting the financial success of small and micro businesses (SMBs). 

Visa Foundation supports Visa’s corporate purpose to uplift everyone everywhere by enabling financial inclusion for small businesses and communities. Established in 2017, the Visa Foundation now represents nearly $500M in assets and supports grantmaking and impact investments globally having reached millions of businesses worldwide through its partners. The organization, which serves as the philanthropic arm of Visa, works with partners to support underserved people and communities.  

The Senior Manager will be responsible for leading monitoring, oversight, and, where appropriate, rebalancing of the Visa Foundation’s Public Markets Investments portfolio, including Public Equities and Fixed Income. Reporting to the Head of Investments, this role plays a critical part in ensuring the portfolio is managed in alignment with the Foundation’s Investment Policy Statement (IPS), long‑term return objectives, liquidity needs, and risk tolerance.

The Senior Manager will work closely with external investment managers, internal stakeholders, and the investment team to deliver high‑quality portfolio monitoring, detailed investment analysis, and disciplined implementation. The role also supports the Foundation’s broader portfolio management needs.

Key Responsibilities

Public Markets Portfolio (70%)

  • Monitor performance, risk, and exposures across Public Equities and Public Fixed Income portfolios
  • Evaluate manager performance relative to benchmarks, peers, and stated mandates.
  • Identify performance drivers, factor exposures, and concentration risks.
  • Identify periodic  rebalancing actions to maintain alignment with the Foundation’s IPS targets for risk, return, and liquidity.
  • Conduct macro‑economic and micro‑economic analysis to inform asset allocation decisions, risk management, and tactical adjustments.
  • Assess market conditions, interest rate dynamics, equity valuations, and liquidity considerations relevant to the portfolio.

Private Portfolio, Portfolio Analytics & Reporting (30%)

While expected to focus more on the Public Portfolio, the candidate is also expected to support on underwriting and execution of private  funds portfolio and reporting as well to be part of the investment team fully in achieving sound overall portfolio management and execution. The tasks may include:

  • Support as needed on Private Funds Impact Investment portfolio  during  the investment cycle (diligence, underwriting, portfolio execution and monitoring)
  • Produce quarterly and annual portfolio monitoring materials for the Investment Committee.
  • Prepare clear, concise analysis on performance, risk metrics, attribution, and key portfolio developments.
  • Partner with operations, finance, legal and external service providers to execute investment decisions

This is a hybrid position. Expectationof days in the office will be confirmed by your Hiring Manager. 

Qualifications

Basic Qualifications:

8 or more years of relevant work experience with a Bachelors Degree or at least 6 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD. 

Preferred Qualifications:

10 or more years of relevant work experience with a Bachelors Degree or 8 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 4 years of work experience with a PhD.

Experience in investing in public markets (US and Int’l, Developed and EM Int’l markets), including asset allocation, manager research, and portfolio analysis.

Experience managing and investing in public equities, public fixed income, and multi‑asset portfolios.

Demonstrated experience working with institutional portfolios (endowments, foundations, pensions, asset managers, or OCIOs).

Bloomberg terminal proficiency to perform historical and look-forward analysis of Funds performance

CFA or similar level of technical finance certification

Interest (and/or some experience) in Private Funds/Impact Investing with a view to grow into the role of supporting in Private markets

Interest in Philanthropy and use of grants and investments as a tool for supporting the growth of small businesses and economic development  

 Ability to integrate technology into work. Expert level in PowerPoint and Excel.  And Aptitude and interest in Gen AI tools

Stellar writing and editing abilities, as well as oral communications skills.  

Strong analytical skills and proven ability to connect dots among different work streams. 

Comfortable communicating with all levels of stakeholders internally and externally. 

Strong interpersonal skills, collaborative mindset, self-starter, and an exceptional work ethic; high level of EQ to function across stakeholders in a matrixed environment

Ability to work well in a fast-paced and dynamic environment and manage multiple projects, often on short deadlines and under pressure. 

U.S. Applicants Only

The estimated salary range for this position is $153,700.00 to $ 246,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Work Hours

Varies upon the needs of the department.

Travel Requirements

This position requires travel 5-10% of the time.

Mental/Physical Requirements

This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer

Qualified applicants will receive consideration for employment without regard to race, color religion, sex, national origin, sexual orientation, gender identity, disability or protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law.

About the Company

V

Visa

Visa has been a proud sponsor of the Olympic Games since 1986. Sport unites people, communities and nations. It enriches people’s lives and creates economic development opportunities. In today’s world, where brand and trust mean so much, the Olympic Games reflect those equities found at Visa — worldwide acceptance, reliability, versatility and leadership. Sponsoring the Olympic Games makes good business sense for Visa and our clients.

INDUSTRY
Business Services - Other
FOUNDED
1986
WEBSITE
http://www.visa.com.hk/index.shtml