Director of Investment Services
4 weeks ago
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
- 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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Director of Investment Services
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