Monday, April 27, 2015
Director - School & Department Funds - Stanford University - Stanford
Job description
Director, School & Department Funds
Position Overview:
The Director is responsible for the investment due diligence and monitoring, portfolio strategy,
relationship management, and middle and back office support of the separately
invested School and Department Funds, as well as affiliated Stanford entities.
This position reports to the Managing Director of Partner Relations and
Programs.
Essential Duties and Responsibilities:
• Oversee all investments in the School and
Department Funds and affiliated Stanford entities.
• Lead and develop a team of investment
professionals in carrying out department objectives.
• Deepen and strengthen relationships with SDF
stakeholders, including Deans, Stanford University's alumni volunteer
investment committees responsible for separately invested school and
department funds, and University staff.
• Regularly present portfolio and investment
updates to investment committees.
• Conduct quantitative and qualitative due
diligence for new investments, including reference checks and
peer/benchmark alpha. Monitor existing
portfolio investments. Oversight and review of legal agreements and fees.
• Oversight of portfolio strategy including
asset allocation, cash flow, and portfolio modeling.
• Provide middle and back office support for the
School and Department Funds and affiliated Stanford entities including
custody management, cash and transaction management, liquidation of
securities, reconciliation, and performance and valuation reporting.
Supervisory
Responsibilities:
Direct reports include
Manager, Senior Associate, and Analyst.
Qualifications:
To perform this
job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
• Advanced degree preferred. Seven to ten years of experience in
investment management with broad asset class experience preferred.
• Strong leadership skills and compatibility
with a team-oriented environment.
Experience managing high-level investment professionals.
• Experienced investor with knowledge of
alternative investments and portfolio management. Knowledge of the traditional
institutional, foundation, endowment, plan sponsor, or private wealth
world.
• Proactively seek opportunities to strengthen
SDF relationships and platform.
• Strong communication skills.
• Demonstrated ability to plan, initiate and
execute complex financial and analytical studies. This includes knowledge of financial
investment markets, performing due diligence, and advocating approval
based on thorough analysis.
• The ability to understand the academic
environment and collaborate effectively with senior officers of the
University.
• Excellent judgment, high integrity and
personal values consistent with values articulated by Stanford Management
Company and Stanford University.
• Knowledge of and sensitivity to risk
management issues.
Physical Requirements:
• Constantly sitting.
• Frequently perform desk-based computer tasks,
use telephone, writing by hand, sort/file paperwork.
• Occasionally stand/walk, lift/carry objects
weighing 11-20 pounds.
• Rarely reach/work above shoulder.
* - Consistent with its obligations
under the law, the University will provide reasonable accommodation to any
employee with a disability who requires accommodation to perform the essential
functions of his or her job.
Working Conditions:
• Routine extended working hours during peak cycles; travel to
school/unit sites across university
Work Standards:
• Interpersonal Skills: Demonstrates the ability to work well with
Stanford colleagues and clients and with external organizations.
• Promote Culture of Safety: Demonstrates commitment to personal
responsibility and value for safety; communicates safety concerns; uses
and promotes safe behaviors based on training and lessons learned.
• Subject to and expected to comply with all applicable University
policies and procedures, including but not limited to the personnel
policies and other policies found in the University's Administrative
Guide, http://apptrkr.com/get_redirect.php?&targetURL=http://adminguide.stanford.edu.
Stanford is an equal opportunity employer and all
qualified applicants will receive consideration without regard to race, color,
religion, sex, sexual orientation, gender identity, national origin,
disability, veteran status, or any other characteristic protected by law.
Job: Finance
Location: Stanford Management Company
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