Presbyterian Healthcare Services · 3 days ago
Director-Strategic Investments
United States
Full-time
Remote
Director/Executive
7+ years expPresbyterian Healthcare Services is a not-for-profit healthcare system in New Mexico, and they are seeking a Director of Strategic Investments to manage a $4.7B portfolio. This role involves strategic decision-making, conducting due diligence, and managing relationships to ensure alignment with organizational objectives.
AssociationHealth Care
Responsibilities
Investment Research and Due Diligence: Underwrite new and existing investment managers. Evaluate potential portfolio investment opportunities through market research and financial analysis. Internalize portions of the independent investment advisor role
Portfolio Management: Oversee public equity, hedge fund, fixed income, private credit real assets, and alternative investment portfolios across stand alone and unitized accounts. Develop and implement investment strategies, monitor and scorecard performance, and recommend corrective actions as needed
Risk Management: Identify, evaluate, and prioritize risk exposure mitigations. Implement investment policies and procedures that incorporate sound principles appropriate to the investment portfolio. Minimize Unrelated Business Income tax
Team Leadership: With Treasurer, manage Investment Subcommittee & Employee Benefits Administration Committee coordination and reporting. Establish and maintain strong relationships with investment advisors, actuary, custodian, legal counsel and other internal and external stakeholders. Manage KYC, capital calls, and disbursements
Treasury Collaboration: PHS Treasury is one team and share organizational objectives. Support the operations and banking teams. Backup cash and liquidity functions, and special projects as needed. Review of service providers, adoption of appropriate technology, and performance benchmarking
Qualification
Required
Bachelor's degree in finance, economics, or a related field
Minimum of 7 years of experience in portfolio management, investment consulting, pension or related fields
Proven track record of successful investment management and positive alpha versus appropriate benchmarks
Strong financial modeling, communications, analytical skills, project management experience, technology and automation savvy, and expertise in Microsoft Office Suite and Bloomberg
Ability to work independently and as part of a team
Strong sense of ownership and entrepreneurial mindset
Must be self-motivated, able to multi-task, and grow professional relationships
Preferred
Advanced degrees (MBA, CFA, CAIA) are preferred
Benefits
Competitive salaries
Full medical, dental and vision insurance
Flexible spending accounts (FSAs)
Free wellness programs
Paid time off (PTO)
Retirement plans, including matching employer contributions
Continuing education and career development opportunities
Life insurance and short/long term disability programs
Company
Presbyterian Healthcare Services
Presbyterian Healthcare Services exists to improve the health of patients, members and the communities they serve.
10001+ employees
H1B Sponsorship
Presbyterian Healthcare Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (90)
2024 (86)
2023 (85)
2022 (93)
2021 (86)
2020 (76)
Funding
Current Stage
Late StageLeadership Team
Dale Maxwell
President and CEO
Ernest Sanchez
Chief Technology Officer
Recent News
News-Medical.Net
2025-10-16
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