Manager, Investments

3 weeks ago

San Antonio Texas, United States H-E-B Full time
Responsibilities:
MANAGER, INVESTMENTS & RETIREMENT

Reports to: Director, Investments & Retirement

Position Summary

"The MANAGER, INVESTMENTS & RETIREMENT helps provide day-to-day investment management oversight of the H-E-B Savings & Retirement Plan.

The Savings & Retirement Plan is a participant-directed 401(k) plan with three internally-managed global asset allocation funds, four index funds, and a money market fund.

Responsibilities

Source, identify, evaluate, and monitor investment managers across multiple asset classes, including public and private market investments.

Conduct regular due-diligence monitoring calls/visits with Plan investment managers and vendors; maintain due-diligence files.

Assist Director with asset allocation decisions and hiring/termination of public and private market managers.

Assist Director with ongoing investment/retirement planning education to H-E-B Partners and Plan participants.

Perform ad hoc investment research and stays current on developments impacting the capital markets and the legal/regulatory environment impacting defined contribution plans.

Interact and assist where needed with the Plan’s administrator and accounting staff.

Participate in annual budget preparation for the Investment Office.

Provide coaching, mentoring, guidance, and performance evaluations to junior Partners in the Investment Office.

Some occasional travel is required.

 

Qualifications

Bachelor’s degree required; advanced degree in a business-related discipline preferred (MBA, MSF).

Chartered Financial Analyst (CFA) professional designation preferred; progress toward completion of the designation required.

Additional related professional designations are a plus (e.g., CAIA, CIPM).

Minimum 5-7 years of institutional investment experience (e.g., DB/DC pension plan, endowment, or foundation) successfully working in investment manager due diligence and monitoring and multi-asset class portfolio management; 7-10 years of experience preferred.

Familiarity with the provisions of ERISA and fiduciary responsibilities.

Experience with private, illiquid investments and derivatives a plus.

Ability to work effectively in a team environment and build relationships.

Ability to exercise critical thinking and analytical skills; deliver quality, detail-oriented analysis and make well-reasoned decisions.

Excellent communication skills, both written and verbal. Ability to make effective presentations.

Proficient with Microsoft Office applications and Morningstar Direct.

Possess a high degree of intellectual curiosity and desire to learn.

Ability to demonstrate integrity and a high degree of ethics.

Ability to adapt quickly to the H-E-B culture of Partners, Community, Customers.

A willingness to travel.

Successful completion of a comprehensive background check.

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