Agency

Department

The System Offices is one of several system members within the Texas A&M University System representing one of the largest systems of higher education in the nation, with a network of 12 universities, a comprehensive health science center, eight state agencies, Texas A&M – Fort Worth and the Texas A&M - RELLIS Campus. The Texas A&M University System mission is to provide education, conduct research, commercialize technology, offer training, and deliver services for the people of Texas and beyond.

The System Offices, within the Texas A&M University System, provides an outstanding benefits package including, but not limited to: competitive health benefits; paid vacation, sick leave, and holidays; a defined benefit retirement plan to include an employer contribution through Teachers Retirement System of Texas (TRS); if applicable, a defined contribution retirement plan to include an employer contribution through an approved ORP vendor: additional voluntary tax deferred annuity (TDA) options; tuition assistance; and wellness programs to promote work/life balance.

Salary:

Commensurate with experience.

Job Description Summary:

Under the direction of the Chief Investment Officer and Treasurer, the Managing Director, Investments, assists with the management of investment and banking activities which include investment manager and consultant partnerships along with banking and cash management relationships.

Responsibilities:

- Assist with the investment due diligence process which includes attendance of investor meetings and on-site manager meetings, review of due diligence documents, reference checks, private placement questionnaires and other required documents.

- Review legal and other documents related to investments.

- Assist with managing legal counsel and negotiating terms with prospective managers.

- Oversee the compliance reporting for investment managers which includes monthly review of investments and review of Form ADV, as applicable.

- 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.

- Provide input and make recommendations on manager selections for the portfolios.

- Conduct due diligence meetings with external investment managers.

- Supervise and train investment team members including Directors and Associates, interns, etc ...

- Oversee cash management and investment programs.

- Direct the investment reporting process which includes: coordination/reconciliation with the custodian, investment managers and consultant; and accounting 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.

- Attend CFO meetings to provide investment updates, as needed.

- Oversee the A&M System banking relationships and assist System members with requests related to banking, credit cards and general information.

- 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 a CPA, CAIA, or CFA.  

- Ten years in investments.

Knowledge, Skills and Abilities:

- Ability to analyze and summarize financial information in a clear, concise manner.

- Strong verbal and written communication skills.

- Strong problem-solving abilities.

- Experience with spreadsheet and word processing software.

- Ability to multi-task and work cooperatively with others.

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/Veterans/Disability Employer.