Investment Strategies Director

2 weeks ago


Irvine, United States San Manuel Band of Mission Indians Full time

Based in Irvine California, under the direction of the Chief InvestmentOfficer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain portfolio-optimization. With the long-term financial health of the tribal nation in mind, the Director, Investment Strategies works closely with the CIO to implement a portfolio across traditional and alternative asset classes, helping to manage investment team members. This position also manages, implements, maintains and explains strategies, and readily addresses a wide range of markets and issues.

Essential Duties & Responsibilities

1.Sources and leads relationships with top investment managers across all private and public investment categories. Leverages network of relationships with investment managers and peers.Collaboratesclosely withadvisory resources including ex-officiosand consultants.

2.Leads and manages portfolio construction for asset categories, recommending complementary investment managers and sizing allocations to help manage risk and generate returns.

3.Helpsmanage relationshipswiththeInvestment Board, refining materials and messaging to communicate key information.Participatesin presentationsand discussionsto arrive at decisions and continue to move the strategy towards theobjectives. 4.Performs other duties as assigned to support the efficient operation of the departmentand assumes other responsibilities, duties,tasksand assignmentsthat contribute to the mitigation or response to any public health emergency.

Supervisory Responsibilities Carries out supervisory responsibilitiesin accordance withthe organization’s policies and applicable laws.Responsibilities include interviewing,hiringand training employees; planning, assigning reviewing and directing work; evaluating and appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.Makes hiring decisions and designs individual development plans with succession planning in mind for all key roles.

Education/Experience/Qualifications Master’s degree inBusiness Administration(MBA),FinancialEngineering(MFE), Financeor related field isrequired. Minimum often (10)years of institutional investment experienceincludingseven(7)yearshelping to implement sophisticated portfolios and strategies for institutional assetsrequired. Minimum ofseven(7)of experience managing functions, teams or departmentsrequired. Demonstrated multi-asset class expertiseisrequired. Related, relevant, and/or direct experience may be considered in lieu ofminimumeducational requirementsindicatedabove. Stronganalytical skills for any needed research, written proposals, specifications, strategy details, and documented assumptionsrequired. Abilityto communicate concepts in a mannerthat is understandable to anyone withminimal backgroundinfinancerequired. Ability to review, analyze and recommend investments across traditional and alternative asset classesrequired. Prior experience in preparing written reports and presentations to seniorleadershipandinvestmentcommitteesrequired. Prior experience with negotiations, contract development, and due diligencerequired.

Certificates/Licenses/Registrations At the discretion of the San Manuel Tribal GamingCommission,you maybe requiredto obtain andmaintaina gaming license. A qualified candidate/employee must have a valid driver’s license with an acceptable driving record asdeterminedby the company’s insurance carrier. As a condition of employment with the San Manuel Band of Mission Indians Investment Strategiesdepartment, incumbentsare required toundergo and successfully pass pre-employment and annual post-employment background investigation including, but not limited to, Live-Scan fingerprinting, drug screening and criminal history background check. Professional certification such as a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) is preferred.

San Manuel Band of Mission Indians will make reasonable accommodations in compliance withapplicable law.

As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today

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