Reporting to the Chief Investment Officer (“CIO”), the Director of Investment Services position provides expert analytical and technical support for the LU Investment Division in the areas of investment management due diligence and selection, investment reporting, performance measurement, special projects, and analyses. This position is assigned primary responsibility for one or more central portfolio investment management or asset classes.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
The Director of Investment Services will be expected to perform operational, financial and investment analysis to support investment team initiatives and to perform other tasks as assigned. These include but are not limited to the following:
1. Provide subject matter expertise to the CIO and investment team in administering the long-terminvestment policy, strategic objectives, portfolio guidelines, and manager selection required forsuccessful portfolio performance.2. Perform various investment functions as the team member primarily responsible, with minimalsupervision.3.Serve as the primary contact or liaison with several external service providers, such asconsultants and advisors, and take the lead in monitoring such providers’ reports, datainterfaces, and information systems.4. Regularly monitor a significant number of selected investment managers to assessperformance, risk and return, and investment strategy.5. Recommend the selection or termination of an investment manager for reasons articulatedclearly in oral and written analyses.6. Travel to perform due diligence manager reviews; take a lead role in coordinating meetingswhen so assigned.7. Monitor compliance with Board-approved investment policies, strategies, and portfolio guidelines.8. Assist the CIO and Director of Investments in working with investment consultantsto coordinate asset allocation studies and integrate results into the long-term investmentstrategy.9. Assist in the formal process of portfolio transition and prepare board-levelprogress or exception reports when required.10. Work effectively with university counsel on legal issues. 11. Interface effectively with Trustees and key university staff members, communicatingsuch interactions with the CIO and/or CFO.12. Monitor portfolios of marketable and non-marketable securities to assess and maintaincurrent valuation in custodian statements.13. Prepare materials for Investment Committee meetings with assigned primary responsibilityfor one or more sections or segments.14. Work effectively with financial auditors, legislative and regulatory agencies, and others to fulfillinformation requests.15. Review memos, reports, and correspondence for quality control.
SUPERVISORY RESPONSIBILITIES
QUALIFICATIONS AND CREDENTIALS
ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOBCommunication and Comprehension
Problem Solving
Physical and Sensory Abilities
WORKING CONDITIONSWork Environment
The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting. It is well lighted and the noise level is moderate.
Driving Requirements
Use of one’s personal vehicle is required for travel in the performance of the essential functions of this position. Proof of a valid driver’s license, an acceptable DMV record, and liability insurance is required.
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