Edtech.com's Summary

Emory University is hiring a Managing Director, Investments and Head of Public Equities. The role involves overseeing the analysis and implementation of asset allocation policies, investment strategy, and management of investment portfolios within the Emory Endowment. This position reports directly to the Chief Investment Officer and requires conducting due diligence, developing investment criteria, negotiating contracts, and managing internal trading functions.

Highlights

Responsible for asset allocation, investment strategy, and management of investment portfolios.
Conducts due diligence and maintains a list of prospective investment managers.
Oversees internal trading functions, including REIT portfolio and futures overlay program.
Negotiates investment manager contracts and reviews partnership agreements.
Requires a bachelor's degree in accounting, finance, economics, or business administration.
MBA and/or CFA credentials are preferred.

Managing Director, Investments and Head of Public Equities - Emory Investment Management Full Description

Discover Your Career at Emory University:

Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community. Description:

Reporting to the Chief Investment Officer, is primarily responsible for analysis and implementation of asset allocation policies, investment strategy, and management of the investment portfolios within the Emory Endowment.

KEY RESPONSIBILITIES:

Develops due diligence guidelines and investment criteria for recommendations of new investment managers.
Develops and maintains a list of prospective investment managers for each strategy or concept which appear to hold promise for enhancing returns, either now or in the future.
Performs due diligence and analysis for selection of investment firms through on-site visits, discussions with other institutional investors, and analysis of information provided by consultants.
Develops due diligence documentation that includes information on the firms' organization structure, people, investment process, deal terms, past record, references, succession planning, alignment of interest, etc.
Conducts ongoing due diligence of current portfolio, including meetings with managers to discuss portfolio returns and strategies, and quantitative analysis of portfolio returns and underlying holdings.
Monitors and insures overall portfolio's risk and underlying exposures are consistent with policy and recommends necessary changes, if warranted.
Negotiates investment manager contracts, reviews all partnership agreements, and works with legal department to determine acceptability of contracts.
Participates in operational risk audits of investment managers.
Manages and oversees all internal trading functions, which includes internal REIT portfolio, manager transitions and futures overlay program.
Provides managerial oversight for managers and analyst(s) performing investment analysis.
Conducts asset allocation modeling, as appropriate.
Implements portfolio rebalancing.
Researches new investment concepts, methods, and strategies for possible application by Emory.
Conducts quantitative and qualitative analysis to determine appropriate use of new investment vehicles within Emory's portfolio.
Develops recommendations for new investment programs to be presented to the Chief Investment Officer and Investment Committee of the Board of Trustees.
Performs related responsibilities as required.

MINIMUM QUALIFICATIONS:

A bachelor's degree in accounting, finance, economics, business administration or a related field and ten years of capital market or investment management experience.
MBA and/or CFA preferred.
Significant travel required.

NOTE: Position tasks are generally required to be performed in-person at an Emory University location. Remote work from home day options may be granted at department discretion. Emory reserves the right to change remote work status with notice to employee. Additional Details:

Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).

Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week's advance notice is preferred.

Original Job Description

Discover Your Career at Emory University:

KEY RESPONSIBILITIES:

Develops due diligence guidelines and investment criteria for recommendations of new investment managers.
Develops and maintains a list of prospective investment managers for each strategy or concept which appear to hold promise for enhancing returns, either now or in the future.
Performs due diligence and analysis for selection of investment firms through on-site visits, discussions with other institutional investors, and analysis of information provided by consultants.
Develops due diligence documentation that includes information on the firms' organization structure, people, investment process, deal terms, past record, references, succession planning, alignment of interest, etc.
Conducts ongoing due diligence of current portfolio, including meetings with managers to discuss portfolio returns and strategies, and quantitative analysis of portfolio returns and underlying holdings.
Monitors and insures overall portfolio's risk and underlying exposures are consistent with policy and recommends necessary changes, if warranted.
Negotiates investment manager contracts, reviews all partnership agreements, and works with legal department to determine acceptability of contracts.
Participates in operational risk audits of investment managers.
Manages and oversees all internal trading functions, which includes internal REIT portfolio, manager transitions and futures overlay program.
Provides managerial oversight for managers and analyst(s) performing investment analysis.
Conducts asset allocation modeling, as appropriate.
Implements portfolio rebalancing.
Researches new investment concepts, methods, and strategies for possible application by Emory.
Conducts quantitative and qualitative analysis to determine appropriate use of new investment vehicles within Emory's portfolio.
Develops recommendations for new investment programs to be presented to the Chief Investment Officer and Investment Committee of the Board of Trustees.
Performs related responsibilities as required.

MINIMUM QUALIFICATIONS:

A bachelor's degree in accounting, finance, economics, business administration or a related field and ten years of capital market or investment management experience.
MBA and/or CFA preferred.
Significant travel required.

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Managing Director, Investments and Head of Public Equities - Emory Investment Management

Edtech.com's Summary

Managing Director, Investments and Head of Public Equities - Emory Investment Management Full Description

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