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THE POSITION

Reporting to the Chief Investment Officer, the Senior Investment Officer will primarily assist with the identification, evaluation, recommendation, and monitoring of investment opportunities for the credit portfolio, which has a target allocation of 8% or $640 million. Although the breadth of private and public credit (including publicly traded high yield, emerging market debt, structured credit, preferred securities as well as private distressed, special situations, and direct lending) will be the main focus, the successful candidate will work closely with the rest of the investment team and contribute to all other areas of portfolio management, in addition to the recruitment and mentorship of junior colleagues.

RESPONSIBILITIES

The successful candidate will play a significant role in the management of the endowment portfolio. This individual will primarily focus on the credit portfolio; however, s/he will be assigned to manage other 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

  • 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, a Bachelor’s degree, and at least ten years of relevant investment experience from an endowment, foundation, pension fund, investment management firm, or fund-of-funds, or an equivalent combination of education and experience.  S/he must have experience investing in both private and public credit strategies and should possess the investment credibility, confidence and communication skills to interact with the CIO, the Board and various constituents. Additional qualifications include:

  • Expertise in credit strategies across the capital structure (i.e. rates, corporate credit, structured credit, opportunistic, emerging markets, absolute return and private strategies)

  • A thorough understanding of private credit strategies, including distressed, special situations, and specialty finance investments

  • Must 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

  • A true team player with a strong collaborative style and an ability to work well with others

  • 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; an MBA, MS, PhD or CFA is strongly preferred.

What they offer:

Great benefits that include educational benefits, access to a plethora of wellness programs, employee discounts with local and national retail brands, health care options to choose from, generous paid leave provisions:  3 weeks of vacation, 12 university paid holidays (including end of year winter break through New Year’s Day) and superior retirement contributions.


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