Job Purpose:
The Foundation and Investor Relations Manager is responsible for leading the foundation's initiatives while managing investor relations to enhance engagement and support. This role involves executing strategies that promote the foundation's mission and impact within the community, as well as fostering strong relationships with Britam investors and stakeholders. The manager will oversee grant management, program implementation, and compliance, while also crafting effective communication strategies to convey the organization's value proposition to the investor community.
Key responsibilities:
Foundation Operations:
Lead the daily operations of the foundation, ensuring visibility and impact of initiatives within the
community.
Define goals and develop implementation plans for foundation initiatives aligned with the organization's values and objectives.
Oversee grant-making operations, including actual grant proposal preparations and actual donor identification.
Design and implement new programs and initiatives that address community needs and align with the foundation's mission.
Establish and maintain systems for monitoring and evaluating the effectiveness of programs, ensuring continuous improvement.
Conduct regular assessments to measure the social impact of foundation initiatives and write reports that can be used for Board deliberations, Donors reports and other stakeholders.
Develop and maintain relationships with community organizations and leaders to foster collaboration and support for foundation initiatives.
Recruit, train, and manage volunteers for various foundation programs and events.
Ensure all foundation activities comply with applicable laws, reporting requirements, and internal policies.
Communicate to internal stakeholders on the ongoings of the Foundation on a regular basis.
Board reports preparations and presentations as needed.
Marketing the Foundation to external parties and International prospective partners.
Support the creation of presentations, press releases, and other materials for investor communications and events, including quarterly earnings calls and annual reports.
Coordinate and schedule meetings with investors, analysts, and financial media to discuss the foundation's impact and investment opportunities.
Implement a system for gathering and addressing feedback from investors to enhance relationships and communication.
Develop and implement crisis communication plans to address any potential issues that may arise in investor relations.
Leads the use of statistical targeting to identify good-fit institutional investors.
Delegated Authority: As per the approved Delegated Authority Matrix.
Knowledge, experience and qualifications required:
Bachelor's degree in finance, Communication, Marketing, Public Relations, Nonprofit Management, or related fields.
4-7 years of experience in a similar role, with 2-3 years in a managerial capacity within a corporate foundation or nonprofit organization.
Membership in relevant professional bodies (e.g., PRSK, MSK, IPRA, CIM) is preferred.
Professional qualification in Finance/Investment (e.g., CPA, CFA, ACCA) is an advantage.
Strong understanding of Corporate Social Responsibility (CSR) principles and practices.
Excellent communication and interpersonal skills, with the ability to build relationships with diverse stakeholders.
Strategic thinker with the ability to translate vision into actionable outcomes.
Experience in budget management, financial analysis, and grant-making processes.
Commitment to social impact and community development.