Investment Managing Director
Core
Leading the Investment Team to grow the Foundation's endowment through strategic asset allocation and management of external investment firms.
Role type
Senior IC investment managing director
Builds
Foundation endowment growth via public and private equity portfolios
Domain
Non-profit foundation finance / institutional investment
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
asset allocation strategy, external manager selection, quantitative and qualitative market analysis, due diligence, financial statement analysis, legal document review, team management, portfolio risk management
Preferred skills
CFA charter, experience with hedge funds, proficiency in portfolio analytics software (Caissa, Dynamo, Burgiss), advanced Excel with statistical analysis
Technologies
Microsoft tools, Box, Slack, Excel, Caissa, Dynamo, Burgiss
Responsibilities
Develop asset allocation strategies, select and monitor external investment accounts, provide strategic vision for portfolio returns and risk, conduct due diligence on investment managers, review legal and financial documents, manage and develop associates
Seniority
Senior, hands-on IC
