Senior Manager, Public Investments-visa Foundation

Visa Visa · Fintech · New York, NY

Visa is seeking a Senior Manager for the Visa Foundation's Public Investments team. This role will lead the monitoring, oversight, and rebalancing of the Foundation's Public Equities and Fixed Income portfolio, ensuring alignment with the Investment Policy Statement, return objectives, liquidity needs, and risk tolerance. Responsibilities include evaluating manager performance, identifying performance drivers and risks, conducting macro-economic analysis, and assessing market conditions. The role also supports the Private Funds Impact Investment portfolio and reporting for the Investment Committee. The ideal candidate will have extensive experience in public markets investing, portfolio analysis, and working with institutional portfolios, with proficiency in Bloomberg, Excel, and PowerPoint. Interest in Gen AI tools is also mentioned.

What you'd actually do

  1. Monitor performance, risk, and exposures across Public Equities and Public Fixed Income portfolios
  2. Evaluate manager performance relative to benchmarks, peers, and stated mandates.
  3. Identify performance drivers, factor exposures, and concentration risks.
  4. Identify periodic rebalancing actions to maintain alignment with the Foundation’s IPS targets for risk, return, and liquidity.
  5. Conduct macro‑economic and micro‑economic analysis to inform asset allocation decisions, risk management, and tactical adjustments.

Skills

Required

  • Public Markets Portfolio Management
  • Investment Analysis
  • Risk Management
  • Asset Allocation
  • Manager Research
  • Portfolio Analysis
  • Macro-economic Analysis
  • Micro-economic Analysis
  • Financial Modeling
  • Excel
  • PowerPoint

Nice to have

  • Private Funds Impact Investing
  • Philanthropy
  • Gen AI tools
  • CFA certification

What the JD emphasized

  • 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.
  • 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