Primary Purpose: Responsible for providing investment and financial analysis support in the implementation and administration of University investments.
Essential Functions: 1. Performs analysis of investment objectives, asset allocation strategies and investment performance.
2. Evaluates existing investment managers and performs due diligence on potential investments across a wide range of asset classes including public equities, fixed income, real assets, marketable alternatives and private equity.
3. Conducts investment research projects and reports as assigned. Performs qualitative and quantitative analysis of the Endowment and other investments.
4. Monitors compliance with internal and external investment policy guidelines. Assists in research, monitoring and enforcement of contracts between University and investment managers.
5. Reviews investment manager funding and distributions, verification of cash movements, payment of investment manager fees and other expenses and monitors portfolio liquidity constraints.
6. Assess financial and market impact and prepares findings, supporting analyses and provides recommendations to supervisor.
7. Gathers information and respond to investment inquiries, survey requests and other assignments as directed.
8. Assists in maintenance of website and ensure resource documents are kept current.
9. Stays current with US and international economics, markets and industry.
10. Performs other related duties as assigned or requested.
Minimum Qualifications: Bachelors degree in Business, Finance, Economics or Accounting. Three (3) years or more experience in institutional investments.
Preferred Qualifications: Skills/Knowledge and Expertise: Experience in the management and analysis of institutional investment assets including asset allocation modeling, portfolio monitoring and investment manager due diligence. Experience with quantitative investment tools and systems preferred. Excellent analytical and quantitative skills. Knowledge of college and university accounting or other not-for-profit accounting preferred. Strong organizational skills and attention to accuracy and detail. Must demonstrate the highest standard for ethics, integrity and confidentiality. Strong communication skills and be able to communicate with all levels of organization. Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion.
Physical Requirements: The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is primarily performed in a standard office environment with use of computer and phone. Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.
Work Environment/Work Week/Travel: This position requires occasional evening, holiday or weekend hours as needed for meetings, report deadlines and backup responsibilities.
Hiring Range: Commensurate with experience, exempt
Background Check Statement: All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.
University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.
Copyright 2017 Jobelephant.com Inc. All rights reserved.
Drawing on its rich legacy as the oldest chartered university in California, Pacific is a student-focused, comprehensive educational institution that produces outstanding graduates prepared for personal and professional success. Our student body thrives in Pacific's small classes and dynamic cultural environment, while our distinguished alumni are transforming their communities every day.University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. Eighty-seven percent of students come from California, with 35 other states and 25 foreign countries also represented.