University of Utah - Director of Investments
Job Title: Director, Accounting & Finance
Working Title: Director of Investments
Job Grade: H
FLSA Code: Executive
Full Time or Part Time: Full Time
Location: Salt Lake City, UT
Close Date: 10/18/2024
Job Summary:
The University of Utah is seeking to recruit a Director of Investments to oversee the management and performance of the University of Utah’s endowment investments. This individual will act as a liaison between the University, the University of Utah Growth Capital Partners (UUGCP), and the Outsourced Chief Investment Officer (OCIO), ensuring the endowment supports the university’s long-term financial goals and strategic priorities. This position will report to the Associate Vice President, Debt & Asset Management (Treasury).
Responsibilities:
- Investment Advisory Committee (IAC) Management:
- Organize quarterly IAC meetings.
- Develop agendas, prepare meeting materials, and ensure effective communication among committee members.
- Audit Preparation and Compliance:
- Prepare comprehensive documentation for internal and external audits.
- Focus on the annual investment audit and ensure all necessary schedules and reports are accurate and complete.
- Regulatory Reporting:
- Provide detailed and accurate investment information to the Utah Board of Higher Education as required.
- Ensure compliance with state regulations and reporting standards.
- Financial Analysis and Reporting:
- Conduct monthly financial analysis of the endowment pool to monitor and report on financial performance.
- Provide insights and recommendations based on analytical findings.
- Operational and Compliance Oversight:
- Engage in regular operational discussions with the OCIO.
- Monitor compliance with the University’s Memorandum of Understanding (MOU) and other contractual obligations.
- Strategic Coordination with DSO:
- Work with UUGCP to develop and implement investment strategies and priorities.
- Align strategic and tactical asset allocation decisions with state parameters and university objectives.
- Endowment Payout Management:
- Ensure endowment payouts align with the needs and priorities of the University of Utah.
- Coordinate with various stakeholders to optimize the utilization of endowment funds.
Minimum Qualifications:
Please refer to the detailed job profile for specific qualifications.
Additional Information:
The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status.
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