Director-Strategic Investments

Presbyterian Healthcare Services

1d•Hybrid

About The Position

This Director Strategic Investments position is responsible for a $4.7B of investment, retirement and pension portfolios, across 66 public equity, hedge fund, fixed income, private credit, real assets and alternative investments. The successful candidate will manage the portfolio to generate top quartile, risk-adjusted returns on a rolling multi-year basis, and collaborate within Treasury and Presbyterian Healthcare. This role involves strategic decision-making, conducting due diligence, managing internal and external relationships, and ensuring consistency with Board-approved objectives and risk tolerances.

Requirements

Bachelor's degree in finance, economics, or a related field.
Minimum of 7 years of experience in institutional multi-asset portfolio management, investment consulting, pension or related fields.
Proven track record of successful institutional investment management and positive alpha versus appropriate benchmarks.
Strong financial modeling, communications, analytical skills, project management experience, technology and automation savvy.
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 successfully grow professional relationships.

Nice To Haves

MBA, CFA, or CAIA are highly valued.

Responsibilities

Oversee multi‑asset portfolios across stand‑alone mandates and unitized vehicles, encompassing both liquid and illiquid strategies.
Evaluate portfolio construction opportunities in conjunction with external advisor partners.
Monitor performance versus policy benchmarks, maintain manager scorecards, and recommend rebalancing, remediation plans, or manager transitions as warranted.
Identify, evaluate, and manage risks consistent with the Investment Policy Statement.
Implement investment policies and procedures that incorporate sound principles in accordance with fiduciary standards.
Minimize Unrelated Business Income tax.
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 internal stakeholders.
Manage KYC, capital calls, and fund disbursements.
Support the operations and banking teams.
Provide secondary coverage for enterprise liquidity management, and special projects as needed.
Review of service providers, adoption of appropriate technology, and performance benchmarking.