The director of Investments will work closely with the CIO and other Investment office staff in managing and overseeing UJA-Federation’s investment assets. Our endowment and pension have $1.2 billion in combined assets. The director’s responsibilities will include analysis of current and potential investment managers; portfolio analytics, as well as overall portfolio monitoring; and risk assessment. The individual must have the ability to articulate and defend well-reasoned opinions backed by rigorous analysis through both oral and written communication.
The director will also work on investment-related projects as directed by the CIO in support of the objective of optimizing the investment performance of UJA-Federation’s investment assets.
- Work collaboratively to help generate attractive long-term returns for UJA-Federation’s assets within the risk tolerance of the institution.
- Review existing and potential investment opportunities and themes and initiate recommendations for manager selection and/or termination as appropriate.
- Analyze portfolio characteristics, exposure, and positioning, and prepare synthesized written analysis for reporting and discussion purposes.
- Evaluate overall portfolio strategy, asset allocation, and risk management through rigorous analysis and a strong understanding of underlying assets and exposures of the portfolio.
- Coordinate the production of materials for Investment Committee meetings.
The successful candidate will be an intellectually curious, self-motivated individual who is analytical, detail-oriented, and has excellent written and oral communication skills. This individual will possess experience in analyzing and monitoring investments as well as calculating and reporting portfolio exposures. The individual will have the ability to work well with others and interface with money managers, service providers, and UJA-Federation’s professional and lay leadership.
- Seven to ten years of institutional investment management experience, preferably at an endowment, foundation, plan sponsor, or consulting firm.
- Knowledge and experience investing across asset classes, especially alternative asset classes including hedge funds, private equity, venture capital, real estate, and real assets.
- Self-motivated with a strong ability to prioritize responsibilities and work on multiple projects with limited direction.
- Detail-oriented and analytical, with the ability to think critically and constructively challenge others.
- Superior oral and written communication skills.
- Ability to collaborate effectively and work as part of a team.
- Availability to travel as needed.
- Bachelor’s degree from a top-tier institution is required.
- M.B.A. from a top-tier institution is preferred.
- CFA designation is preferred.
UJA Federation of New York - 21 months ago
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