Director, Investments

Job Title

Director, Investments

Agency

Texas A&M University System Offices

Department

Treasury Services

Proposed Minimum Salary

Commensurate

Job Location

College Station, Texas

Job Type

Staff

Job Description

The System Offices is one of several system members within the Texas A&M University System representing one of the largest systems of higher education in the nation, with a network of 11 universities, a comprehensive health science center, eight state agencies, and the RELLIS Campus. The Texas A&M University System mission is to provide education, conduct research, commercialize technology, offer training, and deliver services for the people of Texas and beyond.

The System Offices, within the Texas A&M University System, provides an outstanding benefits package including, but not limited to: competitive health benefits; paid vacation, sick leave, and holidays; a defined benefit retirement plan with 8.25% employer contribution through Teachers Retirement System of Texas (TRS); tuition assistance; and wellness programs to promote work/life balance.

Salary:

Commensurate with experience.

Job Description Summary:

Under the direction of the Chief Investment Officer & Treasurer, the Director, Investments, assists with the management of investment activities which includes investment manager and consultant partnerships. 

Responsibilities:

- Assist with the investment due diligence process which includes attendance of investor meetings and on-site manager meetings, review of due diligence documents, reference checks, private placement questionnaires and other required documents.

- Review legal and other documents related to investments.

- Coordinate with legal counsel and negotiate terms with prospective managers. 

- Assist with the development of investment strategies to maximize returns on investments.

- Coordinate with external investment consultant on reporting of performance and recommended revisions to the investment policy.

- Provide input and recommendations on manager selections for the portfolios.

- Conduct due diligence meetings with external investment managers.

- Regular travel will be required for completion of these duties. 

- Review quarterly reports from investment managers and provide notable updates to management.

- Assist with the implementation and on-going maintenance of investment management software programs. 

- Other duties as assigned.

Education and Experience:

- Bachelor's degree in business or any bachelor's degree with a master's in business or any bachelor's degree with a CPA or CFA.

- Ten years' experience in finance and/or investments.

Knowledge, Skills and Abilities:

- Ability to analyze and summarize financial information in a clear, concise manner.

- Strong verbal and written communication skills.

- Strong problem-solving abilities.

- Experience with spreadsheet, word processing, and presentation software. 

- Ability to multi-task and work cooperatively with others. 

Preferred Qualifications:

- Experience in banking and investments.

- Relevant experience in state agency or institution of higher education. 

- Working knowledge of FAMIS, Microsoft Word, Excel, PowerPoint, Private I and Investment Management Software. 

Other Requirements:

This is a security-sensitive position and is restricted to U.S. citizens and legal permanent residents only. Only complete applications will be considered for employment at The Texas A&M System Offices. Incomplete job application data could result in your application being rejected without an option to reapply. A cover letter and resume may be required in addition to a completed employment application.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/Veterans/Disability Employer.