Director of UGA Foundation Investments

Posting Details

Posting Details

Posting Number

S14168P

Working Title

Director of UGA Foundation Investments

Department

DAR-UGAF Investments

About the University of Georgia

Chartered by the state of Georgia in 1785, the University of Georgia is the birthplace of public higher education in America and is the state's flagship university (https : / / www.uga.edu / ) . The proof is in our more than 240 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University's main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,100 faculty and more than 7,700 full-time staff. The University's enrollment exceeds 41,000 students including over 31,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 19 schools and colleges, including our newly established School of Medicine.

About the College / Unit / Department

The University of Georgia Foundation enriches the quality of education at the university by supporting scholarships, endowed chairs and professorships and other programs that rely on private funds. With more than $1.5 billion in assets, a large portion of which is endowed, the foundation provides an average of more than $65 million annually to UGA to advance its mission of teaching, research, and public service. The foundation was established in 1937. As a steward of donor funds, the Foundation has a strong record of fiscal and financial management. Its investment portfolio has consistently outperformed key benchmarks. Growth in the foundation's assets has allowed for greater financial support of the university's mission. Mission of the University of Georgia Foundation The mission and purpose of the University of Georgia Foundation is to provide support for the teaching, research, public service, and outreach programs of the University of Georgia by means of volunteer leadership and assistance in development and fundraising activities; fiduciary care for the assets of the foundation for the long-term benefit and enhancement of the university; and broad advice, consultation, and support to the president of the university. The foundation shall operate as a cooperative organization in accordance with policies of the University System of Georgia Board of Regents.

College / Unit / Department website

https : / / give.uga.edu / uga-foundation /

Posting Type

External

Retirement Plan

TRS or ORP

Employment Type

Employee

Benefits Eligibility

Benefits Eligible

Full / Part time

Full Time

Work Schedule

Additional Schedule Information

8 : 00am-5 : 00pm; Must be willing and able to work evenings or weekends as necessary

Advertised Salary

Commensurate qualifications and experience

Posting Date

09 / 23 / 2025

Open until filled

Yes

Closing Date

Proposed Starting Date

12 / 01 / 2025

Special Instructions to Applicants

• This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.

Location of Vacancy

Athens Area

EEO Policy Statement

The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR ( hrweb@uga.edu ).

USG Core Values Statement

The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https : / / www.usg.edu / policymanual / section8 / C224 / #p8.2.18_personnel_conduct .

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https : / / www.usg.edu / policymanual / section6 / C2653 .

Position Information

Classification Title

Investment Officer III

FLSA

Exempt

FTE

1.00

Minimum Qualifications

Bachelor's degree in a related field or equivalent, relevant certification (e.g., CFA or CAIA), and 5 years of professional investment experience

Preferred Qualifications

Position Summary

The Director of UGA Foundation Investments holds an integral role within the investment team at the University of Georgia Foundation, including thorough evaluation and monitoring of investments, financial modeling, review of relevant research and security-specific documentation (including regulatory filings, private placement memorandums, limited partnership agreements and other due diligence materials) and preparing Investment Committee memorandums and updates related to the investment portfolio.

Knowledge, Skills, Abilities and / or Competencies

Additional Division Expectations :

Physical Demands

Is driving a responsibility of this position?

Yes

Is this a Position of Trust?

Yes

Does this position have operation, access, or control of financial resources?

Yes

Does this position require a P-Card?

No

Is having a P-Card an essential function of this position?

No

Does this position have direct interaction or care of children under the age of 18 or direct patient care?

No

Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications)

Yes

Credit and P-Card policy

Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website .

Background Investigation Policy

Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website .

Duties / Responsibilities

Duties / Responsibilities

Sourcing Investments

Percentage of time

25

Duties / Responsibilities

Underwriting Investments

Percentage of time

25

Duties / Responsibilities

Monitoring Investments

Percentage of time

25

Duties / Responsibilities

Communications

Percentage of time

15

Duties / Responsibilities

Percentage of time

10