Director of Investment Services

4 weeks ago


Lynchburg VA USA, United States Liberty University Full time
Job Summary

We are seeking a highly skilled and experienced Investment Director to join our team at Liberty University. The successful candidate will be responsible for building and managing our in-house investment capabilities, working closely with the Chief Investment Officer and other senior investment members.

Key Responsibilities
  • Conduct industry and sector research to inform investment decisions
  • Source and screen private capital strategies, including private equity, private credit, and real assets
  • Manage due diligence processes, including preparing for manager calls and onsite visits
  • Support the investment team in downloading and storing data room documents and performing analysis
  • Draft investment diligence reports and IC memos to support investment decisions
  • Work effectively with university counsel on legal issues and coordinate LPA reviews with external counsel
  • Monitor capital calls and distributions with the custodian bank and operations team
  • Support the monitoring process for existing private investments, including reviewing quarterly letters and attending annual meetings
  • Develop and refresh industry networks and peer relationships through attendance at industry conferences and networking events
  • Provide subject matter expertise to the CIO and investment team on administering the long-term investment policy and strategic objectives
Requirements
  • CFA and/or MBA or equivalent graduate degree
  • At least 7 years of relevant experience in private equity, from a family office, endowment, or similar organization
  • Ability to leverage critical thinking, independent judgment, and experience to constructively contribute to investment decisions
  • Clear investment philosophy, intellectually inquisitive, and honest, with the ability to interview people and triage different sources of information effectively
  • Ability to incorporate rigorous qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance
  • Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear and logical manner
  • Self-motivated and directed, possessing an ability to motivate others
  • The highest level of integrity, honesty, and sense of fiduciary duty
  • Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups


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