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Job description
Position Summary
Santa Clara University is seeking a Director to join a team of three investment professionals who work together to manage the $1.6 billion endowment. All of the investment professionals are generalists who work collaboratively to make team‑based investment decisions across the portfolio.
The Director will assist in the selection, due diligence, and monitoring of investment managers in several asset classes. They are expected to assist in evaluating prospective and existing investments as part of the team’s portfolio management and construction activities.
Santa Clara University’s endowment benefits from a mature portfolio of high‑quality managers, making ongoing portfolio monitoring a key aspect of the role. Travel is a feature of manager diligence and monitoring. This position will report to the Chief Investment Officer.
The successful candidate must be flexible and interested in a broad range of investment topics. A key competency is forming independent thoughts and theses while also working collaboratively to arrive at team‑based decisions. A desire to work as part of a highly collaborative team is required.
Key Responsibilities
Maintain active involvement with assigned investments. This includes attending annual or board meetings, reviewing quarterly financial statements and understanding any significant valuation changes or policy changes. Attend additional meetings on behalf of the team as needed. Be able to speak in depth about each assigned investment.
Review and evaluate potential investments. This includes leading due diligence on prospective investments from beginning to end. For example, assessing the investment strategy, management team, investment risks, portfolio valuations, reference calls, etc. The Director is expected to be able to provide fundamental analysis and research as part of the due diligence and will clearly articulate findings and recommendation with the Chief Investment Officer in a collaborative fashion.
Write clear and concise independent investment recommendations based on due diligence.
Prepare and maintain standardized reports on investments in the portfolios, as well as those under consideration, and make recommendations for decision‑making purposes.
Represent the Investment Office and University. The Director will often be in situations where they will interact with peers, investment managers, and stakeholders. They are expected to always represent the professionalism and ethos of the Investment Office and the University.
Assist with team mentorship and training.
Provide research and analytical support as needed. Lead projects and assignments, as requested. These projects may include but are not limited to providing performance attribution, creating presentation materials, project management and drafting memos and letters.
Ideal Candidate Profile
High team orientation; willing to support team workloads when necessary.
Provide guidance and supervision to other team members. Work in a collaborative and consultative environment despite skills that would allow for independent decision making.
Demonstrate the capability for strong relationship management and the ability to build and utilize a personal network of industry contacts to source new investment opportunities and share industry best practices.
Demonstrated sensitivity to and ability to identify critical information; the ability to quickly research and collect pertinent information, to integrate essential information, and use that information to define and test options and alternatives; as well as the demonstrated ability to develop recommendations and justification for the most productive course of action. This requires insightful and creative skill in reasoning and logic, and in quantitative analysis.
Experience underwriting direct investments, co‑investments, or managers, particularly in private equity.
Ability to independently establish priorities and execute against them effectively.
Excellent verbal and written communication and presentation skills, including the demonstrated ability to articulate ideas and issues clearly and concisely, incorporating both qualitative and quantitative factors.
Plan and manage projects in their entirety and ensure they are delivered on time. Having the ability to know the right questions to ask both internally and externally to seek desired information or understanding.
Ability to make investment decisions with incomplete information.
Ability to independently source, review and recommend investment opportunities with a sound investment decision making process. Demonstrate original thinking.
Ability to know when to act independently on decisions and when to share and seek feedback as a team. Work collaboratively across the team.
Competence across the Microsoft Office Suite; experience with Caissa a plus.
Required Qualifications
Bachelor’s degree.
7+ years of investment experience allocating assets among managers or equivalent combination of education and experience.
Experience selecting, monitoring, and building relationships with investment managers.
Working knowledge of all asset classes.
MBA/CFA degree is a plus.
Physical Demands
Considerable time is spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in‑or out‑of‑state locations.
May be required to occasionally travel to outside customers, vendors or suppliers.
Work Environment
Typical office environment.
Mostly an indoor office environment with windows.
Offices with frequent interruptions.
EEO Statement
Santa Clara University is an equal opportunity employer. For a complete copy of Santa Clara University’s equal opportunity and nondiscrimination policies, see
Title IX of the Education Amendments of 1972
Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. Information about Title IX can be found at Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).
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Worksite address
santa clara, CA, 95053, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.