Director of Portfolio Management and Performance

Jefferson Health Plans • Philadelphia, PA

4d • Onsite

About The Position

The Director of Portfolio Management and Performance is a new, mission-critical hire for the Investment Office. The experience of the Director will bridge the execution level of the investment team to the performance outputs of the strategies. By acting as the "eyes and ears," the Director ensures the integrity, accuracy, and timeliness of investment data, builds and maintains the systems infrastructure that powers investment decision-making, and partners closely with the investment team, Finance, Treasury, and external service providers to ensure the clarity of decision-making. This is a senior, hands-on leadership role for a professional who combines deep operational expertise with strong analytical capability and a service-minded orientation to enabling investment decisions.

Requirements

• Bachelor’s Degree
• 10 years or more years of progressively senior experience in investment operations, performance measurement, and / or investment analytics at an asset owner (endowment, foundation, pension), OCIO, asset manager, fund administrator, or comparable institution.
• Deep expertise in performance measurement methodologies (TWR, IRR, attribution) across multi-asset portfolios including private markets.
• Strong working knowledge of investment operations across asset classes, including private fund accounting and partnership reporting.
• Experience selecting, implementing, and operating investment systems and analytics platforms.
• Strong management and communication skills; ability to translate complex analytics into clear narrative for senior audiences.

Nice To Haves

• Master’s Degree
• CFA, CIPM, CPA, or comparable credential
• Direct experience supporting an endowment, foundation, or pension portfolio with material private markets exposure.
• Familiarity with risk analytics platforms (e.g., Aladdin, MSCI BarraOne, Caissa) and private markets analytics (e.g., Burgiss, Cobalt/Cobalt LP).
• Technical skills including SQL, Python, or comparable, and modern BI / visualization tools are an advantage
• Experience designing reporting for fiduciary boards, investment committees, and senior university leadership.

Responsibilities

• Own the performance measurement framework, including time-weighted and money-weighted return calculations, benchmarking, attribution, and peer comparisons across the endowment, pensions, and component pools.
• Produce timely, accurate, and insightful reporting for the CIO, Investment Committee, Board, university leadership, and external stakeholders.
• Lead the design and continuous improvement of dashboards and reports that bring clarity to portfolio positioning, risk, and performance.
• Ensure performance reporting complies with applicable industry standards (e.g., GIPS where relevant) and institutional policies.
• Build and maintain the portfolio analytics infrastructure, including exposures, factor and risk decomposition, liquidity modeling, and scenario / stress testing.
• Partner with the investment team on asset allocation analytics, pacing models for private markets, and cash and liquidity forecasting.
• Develop and report on portfolio-level risk metrics, including market, credit, liquidity, concentration, and counterparty risk.
• Lead data integration across custodian, GP reporting, performance, and risk systems.
• Own the investment systems strategy, including selection, implementation, and ongoing administration of performance, risk, portfolio management, and reporting platforms (e.g., Solovis, Backstop, Burgiss, Caissa, eFront, Aladdin, or comparable).
• Champion data quality, automation, and process discipline across the Investment Office.
• Establish and document policies, procedures, and internal controls for investment operations and reporting.
• Oversee all investment operations, including trade and commitment processing, capital calls and distributions, cash management, wires, FX, custody, and corporate actions in partnership with the custodian and administrators.
• Manage relationships with strategic partners, custodian, fund administrators, auditors, tax advisors, and legal counsel on operational matters.
• Maintain books and records for the endowment and pension pools, including reconciliations across custodian, GP, and internal systems.
• Lead operational due diligence on new manager relationships in coordination with the investment team.
• Own subscription documents, side letters, and ongoing legal/operational documentation in coordination with counsel.
• Build and lead the operations, performance, and analytics function, including hiring, developing, and managing staff as the team scales.
• Partner closely with the CIO, Deputy CIO, MDs, and investment professionals to ensure operational and analytical excellence supports investment decision-making.
• Work cross-functionally with University Finance, Treasury, Audit, General Counsel, and Risk Management.
• Serve as a key operational point of contact with the Investment Committee and Board on matters within scope.
• Coordinate operational, performance, and analytical workflows with the Office's external investment partners under an extension-of-staff model, ensuring data integrity, consistent methodology, and clear internal ownership.

Benefits

• medical (including prescription)
• supplemental insurance
• dental
• vision
• life and AD&D insurance
• short- and long-term disability
• flexible spending accounts
• retirement plans
• tuition assistance
• voluntary benefits
• tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior