Director of Investments

2 days ago

Lynchburg VA USA, United States Korn Ferry Executive Search Full time
Job Title: Director of Investments

Reporting to the Chief Investment Officer (CIO), the Director of Investments position will work collaboratively with two other senior investment members in building out Liberty's in-house investment capabilities for its $2+ billion endowment assets.

Key Responsibilities:
  • Conduct industry and sector research to help the investment team form investment thesis
  • Work closely with Sr. Director in sourcing and screening for public capital strategies (i.e., public equities, hedge fund, real assets etc.), including developing market/strategy mapping, tracking manager fund-raise cycle, and developing/updating forward calendar
  • Support Sr. Director in managing due diligence process including preparing for manager calls and onsite visit, conducting reference calls, evaluating managers based on investment strategy, process, organization, portfolio positions, competitive landscape, legal terms, and track record etc.
  • Work closely with Investment Analyst in downloading and storing data room documents and performing analysis such as team change, peer benchmarking, portfolio operating matrix etc.
  • Draft investment diligence report and I.C. memo to support the selection or termination of an investment manager for reasons articulated clearly in oral and written analyses.
  • Work effectively with university counsel on legal issues. Coordinate LPA reviews with external counsel and draft LPA comments.
  • Work closely with custodian bank and operations team in monitoring capital calls/distributions
  • Support the monitoring process for existing private investments including reviewing quarterly letters, manager correspondence and attending annual meetings, proactively managing the external relationships
  • Support other asset classes as needed
  • Develop and refresh industry networks and peer relationships by attending industry conferences and networking events representing LU
Requirements:
  • CFA and/or MBA or equivalent graduate degree expected
  • At least 7 years of relevant experience with strong background in private equity, from a family office, endowment & foundations, or similar organization allocating capital to external investment managers
  • Ability to leverage critical thinking, independent judgement and experience to constructively contribute to investment decisions across the portfolio
  • Clear investment philosophy, intellectually inquisitive and honest, with the ability to interview people and triage different sources of information effectively to form educated conviction
  • 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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