Some of functionality may not work while you disabled JavaScript. Enable JavaScript for better User Exprience.

Reporting to the Chief Investment Officer and working with senior staff, the Investment Officer will primarily assist with the identification, evaluation, recommendation, and monitoring of investment opportunities for the real assets (natural resources and real estate) portfolio which has a target allocation of 18% or $1.27 billion. Although real assets will be the main focus, the successful candidate will work closely with the rest of the investment team and ideally be able to contribute to all other areas of portfolio construction, monitoring, and management.

 

RESPONSIBILITIES

The successful candidate will play a significant role in the management of the endowment portfolio. This individual will primarily focus on the real assets portfolio; however, s/he will be assigned to manage various asset classes based on his/her experience and desire. Additional responsibilities include:

  • Sourcing and maintaining a pipeline of investment opportunities and funds that will provide a strategic advantage to the University’s investment portfolio
  • Conducting thorough due diligence (both investment and operational) on the most compelling prospective opportunities including analysis of investment strategy, process, organization, portfolio positions and performance
  • Monitoring performance, portfolio positions, current events and organizational changes of the University’s existing fund managers and completing analytical reviews to evaluate the relative performance of each fund manager on a regular basis
  • Preparing and presenting recommendations regarding new investment opportunities to the Investment Office Staff and the Investment Committee for approval
  • Maintaining the team’s reputation for professional excellence and credibility both inside the University and throughout the investment management community
  • Researching and leading topics of discussion on an ad hoc basis
  • Recruiting, training and supervising internal investment professionals; fostering a culture of intellectual curiosity, analytical rigor and innovation

QUALIFICATIONS

The successful candidate must have the vision, creativity, and at least seven years of substantial relevant investment experience from an endowment, foundation, pension fund, or investment management firm, major Wall Street institution or fund-of-funds. S/he must have experience investing in both real estate and natural resources and should possess the investment credibility, confidence and communication skills to interact with the CIO, the Board and various constituents. Additional qualifications include:

  • Must have the ability to integrate strong analytics in his/her quantitative and qualitative investment evaluations
  • Established network of investment contacts and GP relationships; ability to access independent network for manager evaluation and reference checking purposes
  • Collegial and able to coordinate team efforts
  • Strong communication and presentation skills, both spoken and written; the ability to influence and negotiate effectively
  • Strong planning and organizational skills and a proven ability to work independently and under pressure
  • A patient and disciplined investor who seeks and accepts a high degree of personal responsibility
  • The highest level of integrity, intellectual capability, honesty and loyalty; excellent judgment
  • Willingness to travel
  • Must be enthusiastic about being part of the University and contributing to its mission
  • Strong academic credentials are required.A Bachelor’s degree is required; an MBA, MS, PhD, CFA or an equivalent designation is strongly preferred.

Employees

Anthony Terrizzi

Investor | Endowment

United States

David Mcniff

Investor | Endowment

United States

Steve Novakovic

Investor | Endowment

Cody Danks

Investor

United States

Investor | Endowment

Investor | Endowment