Position Details
Job Title Director of Investments
Position Number 8102454
Job Category University Staff
Job Type Full-Time
FLSA Status Exempt
Campus Chicago-Water Tower Campus
Department Name VP FOR FINANCE
Location Code FINANCE-OFFICE OF VP-CFO (04000A)
Is this split and/or fully grant funded? No
Duties and Responsibilities
JOB SUMMARY:
The Investment Office is a small but growing team supported by a well-regarded investment consultant, and is in the process of transitioning to an internally-managed investment model. This is a unique opportunity to join a growing investment office with an entrepreneurial culture and contribute significantly to the development of investment strategy for a highly mission-oriented educational institution.
The Director of Investments reports to the Chief Investment Officer and provides senior-level support for the oversight of a diversified portfolio across public and private markets.
The Director of Investments will work closely with the CIO in all phases of the investment process. Primary responsibilities will be to monitor existing investment managers and to conduct due diligence on new investment managers, but the Director will also actively contribute to discussions regarding asset allocation, liquidity, risk, and performance, and will assist with other investment projects. This is a generalist position which will conduct research and perform analysis across asset classes (including traditional public equity & fixed income, hedged strategies, private equity, real assets, and venture capital). Over time, the Director may develop specializations and assume primary responsibility for specific asset categories as other team members are added.
Main responsibilities include:
- monitoring and analyzing existing portfolio, including meetings with current managers, and performing analyses of returns, holdings and sectors through on-site visits and research
- leading the manager research process and conducting due diligence on prospective investment partnerships by evaluating the strategy, analyzing the performance and preparing recommendations for the Investment Policy Committee
- proactively identifying and maintaining a pipeline of prospective investments, public and private
- assisting in the preparation of strategic analyses of asset classes, reviews of capital allocations to each asset class, and oversight of portfolio exposure management
- researching broad investment and industry trends, and supporting the Chief Investment Officer in various projects as required
- supporting the office with modeling and analysis of benchmarks, portfolio performance, risk and liquidity
- preparing and maintaining investment due diligence, research, and subscription documentation and assisting in coordinating transaction activity
Minimum Education and/or Work Experience
Bachelor’s degree required. A minimum of 7 years of related work experience.
- MBA preferred
- CFA® charterholder, or progress towards earning the designation highly preferred
Qualifications
MINIMUM EDUCATION/EXPERIENCE:
Bachelor’s degree required. A minimum of 7 years of related work experience.
Ideal candidates will have many of the following attributes:
- demonstrable success in prior work experience in an allocator role at an endowment, foundation, family office, consulting firm or equivalent asset owner
- experience working across multiple asset classes and familiarity with hedge fund and other alternative strategies
- strong intellectual curiosity, flexibility, and data-driven approach to analysis
- experience in conducting deep primary research and organizing findings
- enthusiasm for working in a small entrepreneurial team within a larger non-profit organization
- appreciation for Loyola’s Jesuit, Catholic mission and interest in integrating mission-related themes into the investment portfolio.
- excellent oral, written, and presentation skills
- strong quantitative and performance measurement skills
- a well-developed professional network of investment managers and other like-minded asset owners
- ability to travel domestically and internationally as required
Other desired qualifications:
- Unquestionable ethics and integrity
- MBA preferred
- CFA® charterholder, or progress towards earning the designation highly preferred
Certificates/Credentials/Licenses
n/a
Computer Skills
Microsoft Office suite
Supervisory Responsibilities No
Required operation of university owned vehicles No
Does this position require direct animal or patient contact?
Physical Demands None
Working Conditions None
Open Date 12/16/2020
Close Date 01/31/2021
Special Instructions to Applicants
Quick Link for Posting https://www.careers.luc.edu/postings/14743
