The Investment Manager is part of the Office of Investments at Vanderbilt University and is a key individual contributor that will focus on our private investments portfolio and will report to the Managing Director. We anticipate hiring someone with a thirst for knowledge, a strong work ethic, a passion for investing, and a team-oriented individual who is committed to furthering the core mission of Vanderbilt University.
The Investment Manager must have excellent research and critical thinking skills and the ability to synthesize large amounts of data and information in a clear and concise manner; superior financial modeling and analytic skills; ability to gather, organize, and analyze data using Excel and complex formulas; possess strong written and verbal communication skills, as well as interpersonal skills; must have the ability to interact with stakeholders, take initiative, manage multiple tasks, and meet deadlines.
The Vanderbilt University Office of Investments' (OoI) mission is to protect and grow the university's investment assets by delivering outstanding long-term investment returns for the benefit of research and scholarship. We do this by partnering with the best managers and ensuring their interests are aligned with ours. We believe superior investment opportunities rarely find us, and instead we seek them out.
Our office is comprised of approximately 25 staff members across three teams: operations, public investments, and private investments. We promote an atmosphere of inclusiveness, innovation, and learning, and we thrive on ways to improve our process, while protecting and growing the value of Vanderbilt's assets. We are committed to supporting each other, upholding our team values, and continuously striving for excellence. The university benefits greatly from the dedicated people in OoI, and together we make up a world-class team.
Key Functions and Expected Performance
In conjunction with the Managing Directors, other Investment Managers and Investment Analysts, globally source and meet with prospective and existing private investment managers.As needed, schedule, coordinate, and perform onsite manager visits.Prepare meeting materials.
Contribute to the written and analytical due diligence process on all traditional and alternative investments.Coordinate, oversee, and author manager due diligence reports.
Individual will be responsible for keeping apprised of industry trends and capital market research related to private investments, and provide capital market data and commentary to help evaluate, communicate, and implement tactical views.
Network with industry professionals to enhance success of the investment process.
Work with internal groups to carry out strategy-specific, risk, operational, and legal due diligence.
Participate in the enhancement of OoI's manager database.We use the system to source, monitor, update, and cross-reference pertinent information regarding existing and prospective investment managers.
Maintain qualitative and quantitative manager information in OoI's databases for existing and prospective managers.
Analyze industry trends and conditions such as capital flows, valuations, and trends that may impact global capital markets.
Assist in highlighting and communicating private investment portfolio exposures as a part of total endowment risk assessment.
Assist in the preparation of materials and communication to the Board of Trust Investment Committee.
May be responsible for the development and implementation of quantitative tools to enhance the endowment's risk analysis and asset allocation process.
Other duties as assigned.
This position has supervisory responsibility and reports administratively and functionally to a Managing Director of Investments.
Education and Certifications
Bachelor's Degree is necessary
Master's degree in Business Administration is preferred
Chartered Financial Analyst (CFA) designation is preferred
Experience and Skills
3 to 15 years of related experience is necessary.
Deep understanding of how performance is calculated and experience
Strong organizational skills, attention to detail, and ability to prioritize effectively
Demonstrated ability to write and present information for a diverse set of audiences
Exceptional interpersonal skills and professionalism
High degree of humility and integrity
About Vanderbilt University
Vanderbilt University, located in Nashville, Tennessee, is a top-15 private research university offering a full range of undergraduate, graduate and professional degrees. Vanderbilt is situated on a 330-acre campus near the thriving city center, serving more than 12,000 students and employing almost 7,000 faculty and staff. The university's students, staff, and faculty frequently cite Nashville and the surrounding area as one of the many perks of being a part of the Vanderbilt community. Vanderbilt University is a place where your expertise will be valued, your knowledge expanded, and your abilities challenged. It is a place where your diversity is sought and celebrated. Vanderbilt was recently named as one of "America's Best Large Employers" and the top employer in Tennessee and the Nashville metropolitan area in 2019 (Forbes).
About Vanderbilt Benefits
Vanderbilt University offers a competitive, flexible benefits package including health, dental, vision, life, accidental death & dismemberment, disability insurance, paid time off, and a 403(b) retirement plan with employer match. Vanderbilt offers tuition assistance to employees, spouses, and dependent children.
Commitment to Equity, Diversity and Inclusion
Vanderbilt University is committed to achieving the goal of a diverse and inclusive academic community of faculty, staff, and students. We seek individuals who are committed to this goal and our campus values.
Internal Number: 1901474
About Vanderbilt University
Vanderbilt University is a center for scholarly research, informed and creative teaching, and service to the community and society at large. Vanderbilt will uphold the highest standards and be a leader in the quest for new knowledge through scholarship, the dissemination of knowledge through teaching and outreach, and the creative experimentation of ideas and concepts. In pursuit of these goals, Vanderbilt values most highly intellectual freedom that supports open inquiry, equality, compassion, and excellence in all endeavors.