Under general direction, assists management with quantitative and qualitative analyses of investments and development of routine and ad hoc reporting; coordinates with external auditors and internal accounting staff; is responsible for debt compliance and for reporting transactions; prepares materials for University Board of Trustee meetings and assists with providing information to rating agencies; provides essential support to managing the Universitys endowment and other investments; supports daily treasury management operations.
Job Duties and Responsibilities
Assists with the day-to-day management and related analyses of the Universitys short- and long-term investments; coordinates with the Universitys custody bank, investment consultant, and investment managers; prepares quarterly endowment report, investment management fees, and other investment related transactions.
Assists with annual debt compliance and reporting covenants; calculates and processes periodic principal and interest payments; maintains interest rate database; prepares rating agency data submissions and quarterly debt report.
Supports daily treasury management processes.
Participates in Treasury & Investments related special projects and prepares
reporting and analysis as needed; performs other duties as assigned.
Knowledge, Skills, and Abilities
Knowledge of financial procedures and operations
Knowledge of investments products and financial markets
Knowledge of banking and cash management products
Written and verbal communication skills
Interpersonal/human relations skills
Ability to design and analyze financial reports
Ability to maintain confidentiality
Ability to apply good judgment
Ability to maintain accuracy
Ability to work independently
Proficient with Microsoft Office (Word, Excel and PowerPoint)
Bachelors degree; supplemented with three (3) years related work experience.
Saint Louis University requires COVID-19 vaccinations and a booster dose for all students, staff, and faculty who are physically present on our St. Louis campuses. As a prospective and/or a new employee at Saint Louis University, you will be/are required to comply with the Universitys vaccination protocol. Proof of full vaccination is required before the start of employment in order to work at Saint Louis University. If you are not vaccinated, you are required to begin the vaccination process at the time of your first day of employment and submit proof of full vaccination within 30 days of your start date. Exemptions may be granted on the grounds of religious beliefs or medical circumstances. Failure to comply with the vaccine requirement within 30 days of an employees start date will result in termination of the employment. Â Proof of vaccine will be submitted through an online portal made available to you during your Workday onboarding tasks.
The University will require all students, faculty and staff to obtain a booster vaccine dose prior to their start date, This applies to: â¢Â Â Â All adults over the age of 18 years who completed their vaccine series with Pfizer or Moderna at least 6 months ago. Â â¢Â Â Â Those who received the J&J vaccine at least two months ago.Â
Saint Louis University(SLU) is a private, co-educational Jesuit university located in St. Louis, Missouri, United States. Founded in 1818 by the Most Reverend Louis Guillaume Valentin Dubourg SLU is the oldest university west of the Mississippi River. The University has campuses in St. Louis, Mo. and Madrid, Spain. SLU values academic excellence, life-changing research, compassionate health care, and a strong commitment to faith and service. For nearly 200 years, the University has gone beyond teaching facts and figures, encouraging students to form ideas and identities. Today, SLU students are nearly 14,000 strong. The University has invested vast resources to advance academic programs and enhance the student experience. SLU also is a major research institution where premier researchers tackle local and global challenges. And the University's commitment to community service has earned it national acclaim and bolstered its status as a character-building college.