Posting Number: 20171340S
Position Type: Staff
Recruitment Type: Internal/External Applicants
Work Schedule: FT/12 Month
Department: 436-Office of Financial Affairs
The Investment Officer will work closely with the Director of Investments, the Investment Committee of the Board of Trustees, and the University's independent investment advisors across all areas of the University's $600+ million endowment portfolio. The creation of this position represents the continued growth of an in-house investment function for the University.
Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values.
Duties and Responsibilities
- Assist in analysis of investment objectives, asset allocation, and investment performance.
- Evaluate existing managers and perform due diligence on potential investments across a wide range of asset classes including public equities, private equity, hedge funds, real estate, and distressed securities.
- The position will have a particular focus on the endowment’s allocation to hedge funds and private investments, for which the University has recently established direct investment programs.
- Preparation of performance reports, investment recommendations and presentation materials to the Investment Committee.
- General research and analysis of investment strategies, sectors and geographies.
- Attend conferences and annual meetings around the country on behalf of the endowment.
- Cultivate and maintain a professional network across the investment community including managers, peers, consultants, etc. to serve as a source of idea generation, manager research, and industry trends.
- Help to develop best practices regarding the appropriate approach to administering and monitoring the overall portfolio and individual investment managers.
- Work with the Director of Investments, Vice President for Finance and Controller to contribute to the development of a well-constructed, disciplined investment process including investment operations.
- Coordinate with all consultants, custodians and administrators to ensure robust and appropriate performance measurement, cash movement and information receipt for each investment.
- Perform other duties and assist with projects as assigned.
- Bachelor’s degree (preferably in Finance) required, plus minimum of 7 years of relevant work experience, including evaluating and performing due diligence with regards to alternative asset class managers, especially hedge funds and private investment funds, preferably at a progressivelyoriented endowment, foundation, family office, fund of funds, or investment consulting firm. CFA, CAIA designation or progress towards, and/or advanced degree, or equivalent, also required.
- Knowledge of financial and investment theory, economic and political history, and an understanding of the current investment environment. Significant, substantive experience in investments/investment analysis (including performance measurement and risk analytics)/financial markets required.
- Demonstrated responsibility, strong organizational skills, excellent attention to detail, and impeccable character. Ability to assimilate disparate, abundant, and complex information and summarize key points and issues. Ability to juggle multiple projects, set priorities, and meet deadlines. Superior verbal, written, and interviewing skills. Demonstrated ability to communicate effectively with senior leadership. Curious, analytical, problem solver, and entrepreneurial outlook. Positive attitude toward work; sincere interest in working at Villanova University. Ability to work in a collaborative team environment, as well as independently. Thorough understanding of and commitment to mission of Villanova. Willingness to travel (overnight, out-of-town) on average several days per month required.
- Proficient with Excel, Word, PowerPoint, and Outlook; database knowledge viewed favorably. Knowledge of custodian investment accounting and performance reporting systems, Bloomberg and other portfolio management and analysis software and systems.
- The Investment Officer must have the ability to build and maintain productive relationships and networks, interview managers in an intelligent and professional manner, interact with senior University leadership and the Board of Trustees, and work independently. The position requires the ability to handle a high level of responsibility, strong organizational and communication skills, attention to detail, critical thinking and analytical aptitude, a positive work attitude, and a passion for investments and for Villanova University.
- Prior experience at a mission-related endowment or foundation.
- Experience working with alternative asset investment consultants.
Physical Requirements and/or Unusual Work Hours
Special Message to Applicants
- Overnight and/or out of town work availability required.
Posting Date: 04/21/2017
Closing Date (12am ET): 5/17/2017
Open Until Filled:
Salary Posting Information: $140,000-$150,000 annual salary
Salary Band: L
Job Classification: Exempt
To apply, visit: https://jobs.villanova.edu/postings/11334
Villanova is a Catholic university sponsored by the Augustinian order. Diversity and inclusion have been and will continue to be an integral component of Villanova University's mission. The University is an Equal Opportunity/Affirmative Action employer and seeks candidates who understand, respect and can contribute to the University's mission and values. Villanova University is committed to providing leadership in the attainment of equal employment for all individuals. It is the policy and practice of Villanova University to recruit and select applicants on the basis of their qualifications and abilities. This effort is in compliance with all federal and state laws, including Title VI and VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, Section 504 of the Rehabilitation Act of 1975, Executive Order 11246, and the Americans with Disabilities Act.