Texas A&M Foundation 
“Passionate Professionals dedicated to purposeful philanthropy.”  

We are passionate about Texas A&M University. We believe that Texas A&M has a unique ability to positively impact and transform lives, the state, the nation and the world. We seek other passionate individuals and organizations to partner with us in supporting the purposeful philanthropic opportunities that ensure the ongoing and future success of Texas A&M University.

The Texas A&M Foundation is seeking a dynamic, innovative, and astute individual to join the Investment Team as an Assistant Director of Investments in College Station, TX with a primary focus on real assets. 

The Investment Team for the Texas A&M Foundation advances Texas A&M University by maintaining the spending power of the Foundation’s long-term asset base through balanced strategy actively focused on the preservation and growth of capital.  The Assistant Director of Investments plays an integral role in the investment decision-making process assisting with the execution of investment strategies, monitoring risk and compliance, and developing portfolio analytics.  This investment professional helps evaluate investment managers, formulate recommendations, and prepare presentations for investment policies, strategies, and objectives for the Chief Investment Officer, CEO, and the Investment Committee of the Texas A&M Foundation Board of Trustees.
 

Essential Functions & Major Responsibilities

Long-Term Investment Strategy

• Work with the Chief Investment Officer (CIO) in designing and executing long-term investment policy, strategic objectives, portfolio construction, strategy and guidelines and investment manager selections and due diligence to build a fully integrated portfolio - a portfolio that is well diversified, leverages sophisticated construction, and incorporates collaborative decision making.
• Enable a balanced, and globally diversified portfolio that extends beyond the traditional asset allocation focus, inclusive of more tactical execution elements of portfolio construction and risk management by incorporating diversification by geography, investment style, market size, etc. as well as standard and non-standard risk factor assessments.
• Assist in performing analysis and generating recommendations concerning engaging and terminating the appropriate use of investment consultants, custodians, managers, and other outside resources.
• Participate, and lead where appropriate, in the selection process of investment managers, custodians, and other experts across the portfolio and within specialized asset classes, identifying, meeting, and evaluating each to make recommendations to the CIO and Investment Committee according to the Aggie Way investment philosophies.
• Negotiate contracts with selected managers, working with legal counsel.
• Assist in developing methodologies for identifying, measuring and mitigating risk exposures related to investment process and manager specific activities.

 

Reporting & Compliance

• Develop and prepare investment reporting protocols.
• Monitor, assess and report on performance measurement, in compliance with accepted industry standards, and attribution analysis of investments.
• Prepare reports and presentations on the performance and risk exposures of the funds and asset classes including preparations for quarterly Board meetings and monthly investment committee calls.
• Monitor the portfolio of existing investments to ensure compliance with the terms of the agreement, as well as other contracts and expectations and analyzing the performance of existing investments.
• Actively monitor portfolio risk and exposures, make recommendations on changes.
• Stay abreast of domestic and international economic and market trends in order to evaluate investment opportunities and recommend changes as appropriate.

To apply for this position, please apply online at this link. 

*If you need assistance applying for this job, please contact careers@txamfoundation.com for assistance.  

Special Instructions to Applicants: A cover letter, resume, and contact information for professional references are strongly recommended.