Texas A&M University · 1 week ago
Director, Investments
Texas A&M University is one of the largest systems of higher education in the nation, and they are seeking a Director of Investments to assist with the management of investment activities. This role involves coordinating with investment managers and consultants, developing investment strategies, and conducting due diligence to maximize returns on investments.
Higher Education
Responsibilities
Assist with the investment due diligence process which includes attendance of investor meetings and on-site manager meetings, review of due diligence documents, reference checks, private placement questionnaires and other required documents
Review legal and other documents related to investments
Coordinate with legal counsel and negotiate terms with prospective managers
Assist with the development of investment strategies to maximize returns on investments
Coordinate with external investment consultant on reporting of performance and recommended revisions to the investment policy
Provide input and recommendations on manager selections for the portfolios
Conduct due diligence meetings with external investment managers
Regular travel will be required for completion of these duties
Review quarterly reports from investment managers and provide notable updates to management
Assist with the implementation and on-going maintenance of investment management software programs
Other duties as assigned
Qualification
Required
Bachelor's degree in business or any bachelor's degree with a master's in business or any bachelor's degree with a CPA, CAIA or CFA
Ten years' experience in finance and/or investments
Experience with spreadsheet, word processing, and presentation software
Ability to analyze and summarize financial information in a clear, concise manner
Strong verbal and written communication skills
Strong problem-solving abilities
Ability to multi-task and work cooperatively with others
Preferred
Experience in banking and investments
Relevant experience in state agency or institution of higher education
Working knowledge of FAMIS, Microsoft Word, Excel, PowerPoint, Private I and Investment Management Software
Benefits
Competitive health benefits
Paid vacation, sick leave, and holidays
A defined benefit retirement plan to include an employer contribution through Teachers Retirement System of Texas (TRS)
If applicable, a defined contribution retirement plan to include an employer contribution through an approved ORP vendor
Additional voluntary tax deferred annuity (TDA) options
Tuition assistance
Wellness programs to promote work/life balance
Company
Texas A&M University
Texas A&M University has a proud history that stretches back to 1876 when The Agricultural and Mechanical College of Texas became the first public institution of higher learning in the state of Texas.
Funding
Current Stage
Late StageLeadership Team
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