Job Description
The Transwestern companies together comprise a privately held, diversified real estate services, investment management and development organization.A ...
UCLA Investment Company:
The UCLA Investment Company was established in 2011 and oversees the endowment of the UCLA Foundation. The purpose of the endowment is to support the educational mission of UCLA by providing a reliable source of funds for current and future use. The UCLA Foundation promotes philanthropy and manages resources to advance the campus mission of teaching, research and public service.
Director Overview:
The Investment Director reports to the Investment Company’s President and Chief Investment Officer and has a leadership role within the organization. The Investment Director is expected to have a strong background as an investment professional and a collaborative working style. Responsibilities stretch across multiple aspects of managing The UCLA Foundation’s endowment.
Investment Directors have primary accountability for investment management activities from sourcing investment opportunities, conducting due diligence, monitoring performance, and managing relationships with external managers. Investment Directors contribute to investment policy and asset allocation discussions, as well as the review and preparation of materials for board and other stakeholder engagement.
The Investment Director should have a deep knowledge of both traditional equity products, as well as hedge fund and other alternative investment strategies.
Responsibilities:
Experience and Qualifications:
Please submit your resume and cover letter as follow: last name, first name – resume
Please include within your cover letter a description of your investment philosophy and how your experiences have shaped it.
The UCLA Investment Company was established in 2011 and oversees the endowment of the UCLA Foundation. The purpose of the endowment is to support the educational mission of UCLA by providing a reliable source of funds for current and future use. The UCLA Foundation promotes philanthropy and manages resources to advance the campus mission of teaching, research and public service.
Director Overview:
The Investment Director reports to the Investment Company’s President and Chief Investment Officer and has a leadership role within the organization. The Investment Director is expected to have a strong background as an investment professional and a collaborative working style. Responsibilities stretch across multiple aspects of managing The UCLA Foundation’s endowment.
Investment Directors have primary accountability for investment management activities from sourcing investment opportunities, conducting due diligence, monitoring performance, and managing relationships with external managers. Investment Directors contribute to investment policy and asset allocation discussions, as well as the review and preparation of materials for board and other stakeholder engagement.
The Investment Director should have a deep knowledge of both traditional equity products, as well as hedge fund and other alternative investment strategies.
Responsibilities:
- Assist in the management of the UCLA Foundation’s $2.5 billion endowed investment portfolio and work with other team members on strategic asset allocation
- Maintain relationships with existing investment managers including quantitative and qualitative assessment of portfolios, strategy, businesses, and market opportunities
- Identify prospective investment opportunities and lead due diligence for new investments including investment memorandum, legal review, and negotiation of terms
- Comprehensive updates to the CIO and investment team of relevant factors affecting current and prospective investments
- Contribute to developing asset allocation strategy and collaborate on investment opportunities where needed
- Assist with forecasting cash flows to support subscriptions, redemptions, payout, and asset allocation including rebalancing decisions
- Conduct periodic research projects to support asset allocation and manager selection
- Contribute to the preparation of quarterly, annual and ad hoc analysis and presentations for The UCLA Investment Company and Foundation Board of Directors, as well as Affiliated Entities
- Extensive travel to meet with current and potential investment managers, attend industry conferences, and develop relationships across the investment landscape
Experience and Qualifications:
- BS or BA in business, finance, economics, mathematics, statistics or a related field
- MBA and/or completion of the CFA / CAIA strongly recommended
- Knowledge of accounting, financial statements, and business process improvement
- Strong analytical skills and proficiency with Excel, PowerPoint, and Bloomberg
- Fundamental understanding of financial markets, products and services and experience analyzing investments – particularly hedge funds and alternative investment products
- Excellent interpersonal, written and oral communication skills with ability to explain complex financial and technical information in an understandable manner to individuals and groups
- High integrity, strong work ethic, team orientation, and genuine intellectual curiosity a must
- More than 10 years of professional experience, including investing in a multi-asset class portfolio
Please submit your resume and cover letter as follow: last name, first name – resume
Please include within your cover letter a description of your investment philosophy and how your experiences have shaped it.
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