Website Santa Clara University

Director of Investments

 

Position Title:

Director of Investments

 

Position Type:

Regular

 

Hiring Range:

 

$112,100 – $151,500 annually; commensurate with experience

 

Pay Frequency:

AnnualAll applications require to submit a cover letter and resume.

 

A. POSITION PURPOSE

 

Santa Clara University is seeking a Director to join a team of three investment professionals who work together to manage the $1.4 billion endowment. All of the investment professionals are generalists who work collaboratively to make team-based investment decisions across the portfolio. The Director will assist in the selection, due diligence, and monitoring of investment managers in several asset classes. They are expected to assist in evaluating prospective and existing investments as part of the team’s portfolio management and construction activities.

 

Santa Clara University’s endowment benefits from a mature portfolio of high-quality managers, making ongoing portfolio monitoring a key aspect of the role. Travel is a feature of manager diligence and monitoring. This position will report to the Chief Investment Officer.

 

The successful candidate must be flexible and interested in a broad range of investment topics. A key competency is forming independent thoughts and theses while also working collaboratively to arrive at team-based decisions. A desire to work as part of a highly collaborative team is required.

 

Key Responsibilities

 

• Maintain active involvement with assigned investments. This includes attending annual or board meetings, reviewing quarterly financial statements and understanding any significant valuation changes or policy changes. Attend additional meetings on behalf of the team as needed. Be able to speak in depth about each assigned investment.

 

• Review and evaluate potential investments. This includes leading due diligence on prospective investments from beginning to end. For example, assessing the investment strategy, management team, investment risks, portfolio valuations, reference calls, etc. The Director is expected to be able to provide fundamental analysis and research as part of the due diligence and will clearly articulate findings and recommendation with the Chief Investment Officer in a collaborative fashion.

 

• Write clear and concise independent investment recommendations based on due diligence.

 

• Prepare and maintain standardized reports on investments in the portfolios, as well as those under consideration, and make recommendations for decision-making purposes.

 

• Represent the Investment Office and University. The Director will often be in situations where they will interact with peers, investment managers, and stakeholders. They are expected to always represent the professionalism and ethos of the Investment Office and the University.

 

• Assist with team mentorship and training.

 

• Provide research and analytical support as needed. Lead projects and assignments, as requested. These projects may include but are not limited to providing performance attribution, creating presentation materials, project management and drafting memos and letters.

 

Ideal Candidate Profile

 

• High team orientation; willing to support team workloads when necessary.

 

• Provide guidance and supervision to other team members. Work in a collaborative and consultative environment despite skills that would allow for independent decision making.

 

• Demonstrate the capability for strong relationship management and the ability to build and utilize a personal network of industry contacts to source new investment opportunities and share industry best practices.

 

• Demonstrated sensitivity to and ability to identify critical information; the ability to quickly research and collect pertinent information, to integrate essential information, and use that information to define and test options and alternatives; as well as the demonstrated ability to develop recommendations and justification for the most productive course of action. This requires insightful and creative skill in reasoning and logic, and in quantitative analysis.

 

• Ability to independently establish priorities and execute against them effectively.

 

• Excellent verbal and written communication and presentation skills, including the demonstrated ability to articulate ideas and issues clearly and concisely, incorporating both qualitative and quantitative factors.

 

• Plan and manage projects in their entirety and ensure they are delivered on time. Having the ability to know the right questions to ask both internally and externally to seek desired information or understanding.

 

• Ability to make investment decisions with incomplete information.

 

• Ability to independently source, review and recommend investment opportunities with a sound investment decision making process. Demonstrate original thinking.

 

• Ability to know when to act independently on decisions and when to share and seek feedback as a team. Work collaboratively across the team.

 

• Competence across the Microsoft Office Suite; experience with Caissa a plus.

 

QUALIFICATIONS

 

• Bachelor’s degree, MBA/CFA degree is a plus.

 

• 10+ years of investment experience allocating assets among managers or equivalent combination of education and experience.

 

• Experience selecting, monitoring, and building relationships with investment managers.

 

• Working knowledge of all asset classes.

 

PHYSICAL DEMANDS

 

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.

 

• Considerable time is spent at a desk using a computer terminal.

 

• May be required to travel to other buildings on the campus.

 

• May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.

 

• May be required to occasionally travel to outside customers, vendors or suppliers.

 

WORK ENVIRONMENT

 

The work environment characteristics described below are representative of those an employee

 

encounters while performing the essential functions of this job.

 

• Typical office environment.

 

• Mostly an indoor office environment with windows.

 

• Offices with frequent interruptions.

 

COVID-19 Statement

 

The health and safety of the university community is a top priority. All Santa Clara University students, and employees are required to be vaccinated against COVID-19 or request a medical or religious exemption. Please visit our https://www.scu.edu/preparedscu/vaccines/https://www.scu.edu/preparedscu/vaccines/ for additional information.

 

EEO Statement

 

​Equal Opportunity/Notice of Nondiscrimination

 

Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University’s equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/

 

Title IX of the Education Amendments of 1972

 

Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. Information about Title IX can be found at http://www.scu.edu/title-ix. Information about Section 504 and the ADA Coordinator can be found athttp://www.scu.edu/title-ixhttps://www.scu.edu/oae/, (408) 554-4109, mailto:oae@scu.edu. Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).

 

Clery Notice of Availability

 

Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services https://www.scu.edu/campus-safety/clery-act-compliance/ . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

 

Americans with Disabilities Act

 

Santa Clara University affirms its commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the https://www.scu.edu/phonebook/Department-of-Human-Resources, and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at mailto:iahluwalia@scu.edu.

 

To view the full job posting and apply for this position, go to https://apptrkr.com/5077545

 

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