Head of Investments & Liquidity
Other
WFA Digital Insight
As the demand for skilled financial professionals in the tech industry continues to soar, Anthropic's Head of Investments & Liquidity role stands out. With the global fintech market projected to reach
74 billion by 2028, companies are looking for experts who can navigate complex investment landscapes. This role requires a unique blend of technical expertise and strategic vision, making it an exciting opportunity for candidates who can drive growth and optimize financial performance. With its commitment to creating reliable AI systems, Anthropic offers a chance to be part of a cutting-edge organization that is shaping the future of technology.
Job Description
About the Role
The Head of Investments & Liquidity is a pivotal role at Anthropic, responsible for developing and executing the company's investment strategy and managing its liquidity. This position requires a deep understanding of corporate cash investment strategies, fixed income portfolio management, and Treasury operations. The successful candidate will be instrumental in ensuring optimal capital allocation, protecting financial assets, and establishing policies and infrastructure to support the company's expanding global operations.As a key member of the Treasury team, the Head of Investments & Liquidity will report directly to the Treasurer and work closely with teams across Finance, Legal, and Accounting. This role offers a unique opportunity to make a significant impact on the company's financial performance and contribute to its mission of creating reliable, interpretable, and steerable AI systems.
Anthropic's commitment to innovation and excellence has led to rapid growth, and this role is essential in supporting the company's continued expansion. The ideal candidate will have a strong track record of building and scaling investment programs, as well as experience in Treasury, corporate finance, or fixed income portfolio management.
What You Will Do
- Own and optimize Anthropic's external investment program, including money market funds, bank deposits, and separately managed accounts
- Monitor external manager performance and maintain a manager bench with clear performance reporting
- Design and build an in-house investment program, including direct fixed income trading capability, trade infrastructure, and custodian connectivity
- Develop and operationalize a capital planning framework across operating and strategic liquidity tiers
- Design and maintain the investment policy statement, Treasury policies, and SOX-ready investment controls
- Build CFO-ready management reporting covering portfolio performance, policy compliance, and risk exposures
- Collaborate with cross-functional teams to achieve financial goals and objectives
- Stay up-to-date with market trends, regulatory changes, and industry best practices
- Manage and mitigate risks associated with investments and liquidity
What We Are Looking For
- Deep expertise in corporate cash investment strategy, developed in Treasury, corporate finance, or fixed income portfolio management
- A track record of building or significantly scaling an investment program, not just executing within an established one
- Experience with an in-house investment program, including direct fixed income trading
- Hands-on experience with SMAs, investment policy design, capital allocation frameworks, and external manager oversight
- Experience developing and implementing Treasury policies and SOX-ready controls
- Demonstrated operational readiness at scale, with comfort being personally accountable for large, time-sensitive cash movements
- Familiarity with the Investment Company Act of 1940 and relevant exemptions
- Strong analytical, problem-solving, and communication skills
Nice to Have
- 10+ years of relevant experience in Treasury, corporate finance, or fixed income portfolio management
- Experience in a high-growth technology environment
- Experience standing up in-house trading capability and trade infrastructure, including order management systems and custodian connectivity
- Familiarity with integrating cash forecasting into investment laddering
- CFA charter
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work with a cutting-edge technology company
- Collaborative and dynamic work environment
- Professional development and growth opportunities
- Flexible work arrangements, including remote work options
- Access to the latest technology and tools
- Recognition and reward for outstanding performance
- Comprehensive health insurance and wellness programs
- Generous PTO and vacation policy
- Employee stock options and equity participation
- Annual bonus and performance-based incentives
How to Stand Out
- Develop a strong understanding of corporate cash investment strategies and fixed income portfolio management to stand out in this role.
- Be prepared to discuss your experience with SMAs, investment policy design, and capital allocation frameworks.
- Showcase your ability to build and maintain relationships with external managers and other stakeholders.
- Highlight your experience with Treasury policies, SOX-ready controls, and risk management.
- Demonstrate your knowledge of the Investment Company Act of 1940 and relevant exemptions.
- Prepare to discuss your approach to investment strategy development and execution.
- Be ready to provide examples of your experience with in-house investment programs and direct fixed income trading.
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