Director of Investments

University of Utah - Director of Investments

Please make an application promptly if you are a good match for this role due to high levels of interest.

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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