Assistant Director of Investments
Texas A&M Foundation

Scholarships
Scholarships make a profound difference in the lives of individual students and in the lives those students touch as graduates of Texas A&M University. Some of the best high school students can’t afford today’s tuition, but scholarships open a world of possibilities to them. Scholarships also free Aggies from the necessity of part-time jobs, giving them more time to satisfy their intellectual curiosity or to participate in Texas A&M’s character-building organizations.

Faculty & Research
Endowed gift to the Texas A&M Foundation help attract high-quality faculty to the university, increase retention, and enhance creativity and productivity. Because state funds cover only basic faculty requirements, private support is more critical than ever.

College Programs
The Foundation’s leadership works closely with Texas A&M University administrators to identify priorities and needs within each of Texas A&M’s colleges and branch campuses. These become the focus of Foundation fundraising efforts. Programs housed within Texas A&M’s colleges and units play an important role in the university’s landgrant mission and add to the exceptional academic experience every student seeks in Aggieland.

Student Activities
Texas A&M University’s student programs have been turning Aggies into outstanding citizens for more than a century. Considered by many Aggies as a "second education” altogether, these more than 1,000 campus programs build well-rounded leaders with positive values whose contributions to business and civic life are immeasurable. The Foundation manages endowments for many of Texas A&M’s student organizations, such as the Corps of Cadets, The Big Event, Fish Camp and Memorial Student Center leadership programs.

Scholarships

Faculty & Research

College Programs

Student Activities

• Work with the Chief Investment Officer (CIO) in designing and executing long-term investment policy, strategic objectives, portfolio construction, strategy and guidelines and investment manager selections and due diligence to build a fully integrated portfolio - a portfolio that is well diversified, leverages sophisticated construction, and incorporates collaborative decision making.
   
• Enable a balanced, and globally diversified portfolio that extends beyond the traditional asset allocation focus, inclusive of more tactical execution elements of portfolio construction and risk management by incorporating diversification by geography, investment style, market size, etc. as well as standard and non-standard risk factor assessments.
   
• Assist in performing analysis and generating recommendations concerning engaging and terminating the appropriate use of investment consultants, custodians, managers, and other outside resources.
   
• Participate, and lead where appropriate, in the selection process of investment managers, custodians, and other experts across the portfolio and within specialized asset classes, identifying, meeting, and evaluating each to make recommendations to the CIO and Investment Committee according to the Aggie Way investment philosophies.
   
• Negotiate contracts with selected managers, working with legal counsel.
   
• Assist in developing methodologies for identifying, measuring and mitigating risk exposures related to investment process and manager specific activities.

• Develop and prepare investment reporting protocols.
   
• Monitor, assess and report on performance measurement, in compliance with accepted industry standards, and attribution analysis of investments.
   
• Prepare reports and presentations on the performance and risk exposures of the funds and asset classes including preparations for quarterly Board meetings and monthly investment committee calls.
   
• Monitor the portfolio of existing investments to ensure compliance with the terms of the agreement, as well as other contracts and expectations and analyzing the performance of existing investments.
   
• Actively monitor portfolio risk and exposures, make recommendations on changes.
   
• Stay abreast of domestic and international economic and market trends in order to evaluate investment opportunities and recommend changes as appropriate.

• Attend suitable training, relevant conferences and educational sessions to gain exposure to market insights and develop industry awareness through networking with peers.
   
• Develop and maintain strong working relationships within the Foundation and across the investment industry focused on leveraging, building, and maintaining strong working relationships to increase investment performance and knowledge sharing across the stakeholder base.
   
• Build long-lasting relationships with principled partners as an effective way to access best ideas and opportunities as well as an efficient means of extending the investment team’s resources well-beyond College Station.
   
• Foster a positive, respectful work environment reflective of the Foundation’s core beliefs and Aggie Core Values to create a team culture of engagement, empowerment, and accountability.
   
• Collaborate with Marketing & Communications team in developing and implementing a shareholder engagement strategy.

In addition to essential functions & major responsibilities, the position also includes the duties listed below:

• Participate in the establishment and attainment of personal, departmental, divisional, and organizational goals and objectives in support of the mission, vision, and goals of the Foundation.
   
• Perform special projects and initiatives as assigned.

This position does not have direct supervision or management responsibilities. May provide guidance and assignment of tasks to student workers and Investment Analysts. Provides indirect leadership through collaborative efforts.

The position is an exempt level position with a standard work schedule of 40 hours during core business hours Monday through Friday 8:00 a.m. – 5:00 p.m. The position may require weekend and evening hours.

Frequent travel (including overnight stays, weekends, and evenings) may apply requiring the ability to visit stakeholders in offices or other agreed locations is a requirement of the position.

Ability to sit for long periods of time at a personal computer performing work related functions. May require occasional physical exertion such as long periods of standing, recurring bending, crouching, stooping, stretching, reaching, lifting or similar activities.

• Bachelor's degree in finance, accounting, business administration, economics, or related technical field.
   
• 5+ years’ work progressive experience in the investment industry with demonstrated performance in positions requiring excellent analytical and problem-solving skills, business judgement, curiosity, innovation, and ability to access and question portfolio dynamics.
   
• Student of the markets with a solid fundamental understanding of a wide range of asset classes, financial instruments, and investment strategies as well as portfolio level activities including asset allocation, modern portfolio theory, manager analysis; and strong understanding of portfolio construction.
   
• Demonstrated performance in positions requiring excellent analytical and problem-solving skills, business judgement, curiosity, innovation, and ability to access and question portfolio dynamics.
   
• Proven performance in portfolio management and fund manager due diligence exhibiting sound judgement and perspective in managing private portfolios.
   
• Ability to anticipate and evaluate the implications and consequences of situations and take appropriate action to be prepared for possible contingencies.
   
• Strong written, verbal, and interpersonal communication skills, including excellent critical thinking skills possessing the ability to articulate complex information with influence, discretion and diplomacy.
   
• Strong initiative and sense of accountability with an ability to balance process and innovation aligned with the Foundation’s organizational principles and the Investment Team’s Aggie Way cultural values.
   
• Teambuilder with the ability to work within a small team fostering effective peer and mentoring relationships and the ability to build strong external relationships within the marketplace.
   
• Proficiency in MS Office applications.

• Advanced degree in finance, accounting, business administration, or related technical field.
   
• 7+ years’ progressive work experience in the investment industry progressing through elevated roles and increased responsibilities.
   
• Chartered Financial Analyst (CFA) or other rigorous professional certification in the investment or finance industry.
   
• Demonstrated professional experience as an investor in a similar organization to Texas A&M Foundation.