Director, Investments

Texas A&M • College Station, TX

11h

About The Position

The System Offices is one of several system members within the Texas A&M University System representing one of the largest systems of higher education in the nation, with a network of 12 universities, a comprehensive health science center, nine state agencies, and the RELLIS Campus. The Texas A&M University System mission is to provide education, conduct research, commercialize technology, offer training, and deliver services for the people of Texas and beyond. The System Offices, within the Texas A&M University System, provides an outstanding benefits package including, but not limited to: 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; and wellness programs to promote work/life balance. Salary: Commensurate with experience. Job Description Summary: Under the direction of the Chief Investment Officer & Treasurer, the Director, Investments, assists with the management of investment activities which includes investment manager and consultant partnerships.

Requirements

• 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.

Nice To Haves

• 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.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees