Job Description Director of Treasury, Funds and Investments

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1 Job Description Director of Treasury, Funds and Investments Reporting to: Chief Executive Responsible for: Directly managing three positions that are to be recruited in 2016: Treasury and Investments Administrator Credit Systems Developer Investment Analyst The organisation: The post holder will work in close liaison with the Finance and Administration Director, and Project Development Director. Reall is pioneering the development of a global bottom of the pyramid housing market across a network of Development Enterprises, each focused on creating financially, socially and environmentally sustainable urban living environments. Reall is also pioneering a global investment platform for financing housing developments across its network. This presents a blue ocean potential for growth, but also the challenges of uncharted waters, which are somewhat mitigated by knowledge sharing to promote innovation and minimise failure. Role overview: The primary purpose of this role is to build Reall s investment platform, its management capability and reputation, and to grow its current assets and portfolio of funds to sustain network growth and impact. We are at a pivotal point in our evolution, with the potential for exponential growth. The successful candidate will need to be a strategic thinker, with an entrepreneurial mind-set and a high tolerance for risk, as well as being adaptable and able to deal with ambiguity and change. Other: The post holder will be part of the Executive Team. Key responsibilities: 1. Strategy Providing financial models for forecasting/testing the robustness of Reall s investment strategy 2. Treasury Managing Reall s treasury to ensure capital adequacy Monitoring/managing risks

2 3. Investment Devising investment strategies to achieve Reall s strategic objectives Undertaking due diligence of existing and new partner organisations Monitoring the performance of loans and investments Analysing investments Managing investor relationships (including reporting) 4. Development Developing processes and data systems to enable effective analysis, estimation and decision-making Refining existing investment facilities and developing new where required 5. Fundraising Developing new investment products Supporting marketing initiatives to secure new investment 6. Leadership Developing and inspiring a team to implement the strategy and to achieve objectives and targets Ensuring all team members represent Reall in the best light Mentoring staff to ensure personal and organisational development Additional expectations: Contributing to the development and continuous improvement of Reall s services and products Participating in strategy reviews, strategy development, and the operationalisation thereof Serving cross-functionally in the execution of programmes and projects Carrying out such other reasonable duties as may be required by the Chief Executive Changes to responsibilities: The Chief Executive may amend responsibilities from time to time in line with an evolving organisational strategy, structure and roles Compliance: Observing the letter and spirit of Reall s Staff Policy Manual Adhering to Reall s Development Principles Adhering to the requirements of Reall s Intellectual Property Policy and relevant Data Protection legislation At all times to work in a manner that ensures the health and safety of the post-holder, other staff, colleagues and visitors to Reall s premises Other requirements: The post is based in Coventry, and involves travel both within the UK and internationally The post-holder will work as part of a team where constructive co-operation and communication are of particular importance

3 Compensation Package: Salary Location Hours Annual leave Pension Contract Probation Notice period 60-65K, negotiable depending on experience Coventry Normal office hours are 9am to 5pm Monday to Friday. Additional work is normally arranged in line with job responsibilities 25 days plus Bank Holidays A TOIL (time off in lieu of travel) policy is in place to compensate for overseas travel Company pension scheme available Permanent Six months One week during the initial six month period, thereafter two months

4 Person Specification Director of Treasury, Funds and Investments Education: Preferable: Qualifications in business studies, fund management, statistics, finance, mathematics, accounting or economics MBA or similar advanced degree in a related field Financial Services Authority registration/accreditation Experience: Preferable: Minimum of 5 years of experience in an Investment Portfolio Manager, Treasury Management or Research Analyst role Experience in real estate investment Experience in frontier markets Impact investment / social enterprise experience Experience in dealing with multiple currencies / developing country currencies Key competencies Extensive and demonstrable knowledge of the alternative finance market Extensive existing personal networks of key early stage investors Working knowledge of relevant foundations and grant-making organisations that are relevant to the enterprise sector Experience in structuring equity and debt financing deals Demonstrable experience in both the demand and supply of business finance and investment Skilled influencer and persuader who challenges in an objective way; strong negotiation skills and ability to say no diplomatically where required Excellent financial modelling skills A practical approach to problem-solving, and the ability to make clear and concise decisions An excellent presenter who is confident in pitching at a Board level. Ability to effectively deliver presentations on complex financial and economic topics to a broad audience Knowledge of fund management software Superior organisational skills, with an eye for detail Practical and technical knowledge of legal and regulatory issues affecting commercial contracts Effective relationship management skills and demonstrated credibility with investment teams Excellent computer literacy skills, including advanced MS Excel skills, MS Word and MS Outlook

5 Desirable: Self-disciplined, with the ability to work on your own or as part of a team Ability to assess and evaluate real estate investments Ability and willingness to travel Knowledge of emerging economies, real estate and infrastructure markets, and asset classes Experience working within general banking or financial services Track record of social entrepreneurship Ability to support business development and client retention efforts Knowledge of Treasury Management Systems Perspective and values The post-holder will need to have alignment with Reall s vision, mission, and methods. Personal qualities Ethical Presentable and assertive Entrepreneurial Good communicator Agile / adaptable Autonomous learner Organised, systematic, and thorough Works well under pressure High risk tolerance Proactive and enthusiastic