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
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 12 universities, a comprehensive health science center, nine 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 to include an employer contribution through Teachers Retirement System of Texas (TRS); if applicable, a defined contribution retirement plan to include an employer contribution through an approved ORP vendor: additional voluntary tax deferred annuity (TDA) options; tuition assistance; and wellness programs to promote work/life balance.
Salary:
Commensurate with experience.
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, CAIA or CFA.
- Ten years' experience in finance and/or investments.
- Experience with spreadsheet, word processing, and presentation software.
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.
- 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.
The Texas A&M University System is one of the largest and most impactful higher education systems in the country, with an annual budget of $7.3 billion. Its statewide network includes 12 universities, a comprehensive health science center, eight state agencies, Texas A&M–Fort Worth and the Texas A&M–RELLIS. The System serves nearly 170,000 students and reaches millions more through service, research and outreach programs each year. With nearly $1.6 billion in annual research expenditures, the System fuels innovation, supports communities and drives Texas’ economy forward.
