Job Title
Associate Director, Investments
Agency
Texas A&M University System Offices
Department
Treasury Services
Proposed Minimum Salary
Commensurate
Job Location
College Station, Texas
Job Type
Staff
Job Description
Salary:
Commensurate.
Job Description Summary:
This position is located in College Station, TX and is not eligible for remote work. Under the direction of the Deputy Chief Investment Officer, the Associate Director, Investments, assists with the management of investments.
Responsibilities:
Assist with the investment due diligence process which includes attendance of investor meetings and on-site manager meetings, review of due diligence documents, review of manager reports, reference checks, private placement questionnaires, and other required documents. Review legal and other documents related to investments. - Assist with the development of investment strategies to maximize returns on investments.
Coordinate with external investment consultant reporting of performance and recommended revisions to the investment policy.
Conduct due diligence meetings with external investment managers.
Regular travel will be required for completion of these duties. - Monitor cash management and investment programs.
Assist with the investment reporting process which includes: coordination/reconciliation with the custodian, investment managers and consultant.
Prepare/review reports for the Cash Concentration Pool and System Endowment Fund which includes dissemination of information to management, the A&M System members, state entities, other state universities, and others as required. - Assist with Request for Proposal processes for banking, credit card processing, consulting, and financial services, in coordination with the procurement office. - Monitor the compliance reporting for investment managers which includes monthly review of investments and review of Form ADVs, as applicable.
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 CPA or CFA or equivalent combination of education and experience.- Five years in investments, finance, and/or banking.
Experience with spreadsheet, word processing, and presentation software.
Knowledge/Skills/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 investments. Relevant experience in state agency or institution of higher education.
Working knowledge of FAMIS, Microsoft Word, Excel, PowerPoint, and Private i.
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/Affirmative Action/Veterans/Disability Employer.
Thank you for your interest in employment with System Offices within The Texas A&M University System. Working for System Offices (https://www.tamus.edu/offices/) means that you would be a part of a team that provides leadership and services to The Texas A&M University System's eleven universities , eight state agencies, a comprehensive health science center, and the RELLIS campus. The System Offices is headquartered in the Moore-Connally Building in College Station, Texas. However, positions are also available in other locations and are varied. So, whether you are looking for an executive, professional, technical or support position, we invite you to consider becoming part of System Offices! If you have questions, please contact us at (979) 458-6169 or email [email protected] . The Texas A&M System is an Equal Opportunity/ Affirmative Action/ Veterans/ Disability Employer.
If you need assistance in applying for this job, please contact (979) 458-6169.
Moore/Connally Building
301 Tarrow Street College Station, Texas 77840
https://goo.gl/maps/bm83p
System Office has departments in other locations in the Bryan/College Station area as well as in Austin, TX and Washington D.C.
Around Texas with Chancellor John Sharp
Season 1- Episode 3