Senior Investments Assistant

Washington D.C.
Oct 09, 2018
Oct 31, 2018
Nonprofit, Other
Full Time

Key results expected:

  • Efficient day-to-day communications, investment analysis, data management, and logistics support for the Chief Investment Officer (CIO) and Investments team members;
  • Ensure accurate and high quality internal and external communication with senior level executives (e.g. Board members, senior partners, portfolio managers, and strategists);
  • Identify and implement process improvements to drive team efficiency in running multi-billion investment portfolios;
  • Thrive in a team and a multi-cultural environment, and establish harmonious and effective working relationships;
  • Contribute to the overall efficient running of the Geneva and Washington DC offices.

Main duties/ Responsibilities:

Communications (40%)

  • Prepares data and insightful exhibits for PowerPoint presentations for the Executive team, Investment Committee, other Gavi Alliance Board members and Gavi Alliance staff;  
  • Acts as primary contact to investment managers and custodian on portfolio transactions (e.g. sales, redemptions, funding new mandates ranging in size typically from $10 million to $150 million); 
  • Coordinate all letters of instruction to investment vendors and follows up on timely and accurate execution of transactions;  
  • Prepares fund subscription agreements, anti-money laundering documents, contract amendments, and other corporate disclosures; 
  • Prepares requests for proposals (RFPs) under guidance of CIO, documents key requirements, organises and summarises data.  Coordinates process and corporate requirements with Gavi Procurement and Legal teams.

Investment analysis (30%)

  • Reviews investment manager month-end and transactions fund statements (e.g., typically 20 to 30 statements per month), back office performance reports, custodian reports, and follows up on corrective action, if necessary; 
  • Review monthly investment performance reports prepared by third-party back office;
  • Calculate monthly performance estimates and provide other data and insight for Chief Investment Officer’s monthly investment commentary;
  • Retrieves and interprets Bloomberg data such as fixed income, equities and commodities indices, inflation data, gross domestic product, investment fund descriptions, etc.;
  • Prepares data (e.g., performance, correlations) and identifies effective graphs and charts for use in internal and external presentations.  
  • Review Treasury’s monthly cash forecasts and monitor future incoming or outgoing transactions.

Data management (20%)

  • Identifies team’s needs and customisation requirements for information technology (e.g., Salesforce, Nintex) platforms;
  • Acts as the main point of contact between the Investments team and the IT Project Manager and has primary team responsibility in working group meetings;
  • Attends training sessions and keeps the Investments team updated on relevant platform features;
  • Stays current on Bloomberg functions and researches new features for team use;
  • Reconciles Investment team budget data, identifies issues and follows up on corrective action with Gavi Finance team, if necessary.

Logistics (10%)

  • Coordinates the scheduling of performance and due diligence reviews with investment managers and ensures that appropriate presentation materials are made available to meeting participants in advance;
  • Manages the procurement process for team, including new vendor set-up, and review and payment of vendor invoices; 
  • Prepares travel authorizations, expense reports;
  • Updates the Investment team’s administrative manual as necessary.

Note: The essential functions listed in this section are not exhaustive of the job responsibilities; other duties may be assigned consistently with the department needs.



  • High School Diploma required. Bachelor’s degree in economics or international relations studies preferred.

Work experience:

  • Preferred 3-4 years of work experience at an international private sector, non-profit or financial services organisation.
  • Experience in interpreting data (economic and investment), as well as, using data for developing presentations to persuade an audience on a course of action. 
  • Proven ability to be flexible and adapt to a complex, fast-paced environment.


  • In order of importance, advanced proficiency in Excel, PowerPoint and Word.
  • Excel competency should include an understanding of how to prepare data and applying Excel functions and formulas (e.g., lookup tables, statistical functions, financial functions). 
  • Must be mathematically inclined.
  • Basic understanding of financial and investment concepts.
  • Excellent communication skills, written and oral.
  • Ability to take technical information and to explain it to a non-technical audience.
  • Professional demeanour:  tact, discretion and judgment.
  • Must be comfortable in taking initiative on projects.
  • Excellent organisational skills; ability to prioritise and work under pressure.
  • Detail-oriented.


  • English is required.  Fluency in French is an asset.   Fluency in other languages also helpful.

Internal contacts:

  • Gavi, The Vaccine Alliance Secretariat, especially Legal, Governance, Finance and Procurement teams.

External contacts:

  • Gavi Board members
  • Senior executives
  • Portfolio managers
  • Investment vendors
  • Partner organisations

Gavi is committed to diversity within its workforce and encourages applications from all qualified candidates.

If you wish to apply, please visit our Careers webpage and submit a cover letter and resume by clicking on "Senior Investments Assistant.” Only shortlisted candidates will be contacted.

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