Director, Portfolio Diligence and Risk Analytics - Washington University Investment Management Compa
Washington University in St. Louis
Location: Clayton, Missouri
Internal Number: JR67855
The position will work with the investment and operations teams at Washington University Investment Management Company (WUIMC) and interface with all areas of the investment office and will be supported by investment and operations analysts. The candidate is expected to participate in WUIMCâ™s generalist model of employment and, as such, may be required to perform tasks outside of their direct line of responsibilities at times. Domestic and international travel required up to 15% of time to meet with investment partners and portfolio companies to conduct onsite operational, risk, entity, and investment diligence.
Primary Duties & Responsibilities
Conduct diligence and monitor potential and existing endowment investments across global public and private markets, including alternative assets and individual co-investments.
Actively lead coverage on existing investment manager relationships, including external and internal management, resourcing, and deadline management.
Identify, monitor, assess, and address risks in investment operations including fund structure, trade, cash movements, accounting and valuation, compliance, and IT.
Manage initial and ongoing due diligence sessions with external investment managersÂ and create investment and operational diligence memos for team discussion and decision making.
Oversee endowment-wide risk and analytics including risk classifications, portfolio risk KPIs, exposure reporting, and real-time performance and risk factor modeling.
Serve as liaison among investment, operations, and technology teams to ensure all three functions are working towards the same ends in support of optimizing
Serve as responsible for creating and maintaining survey and tracking tools to evaluate and report on ESGÂ metrics of the endowment portfolio; work with senior team to develop policies that align with investment principles.
Act as the project manager of board material preparation; author commentary and executive summaries that provide senior leadership concise and informative overviews of performance, positioning, and strategy initiatives.
Lead and mentor team of interns, analysts and associates across investment, operations and risk management disciplines, including development, technical training, and project management.
Masterâ™s degree in accounting or finance (or foreign degree equivalent).
Five years of experience in endowment investing, asset allocation or portfolio risk management.
At least three years of experience in financial statement analysis, valuation, and financial modeling using investment research software vendors, such as Bloomberg, Burgiss, Solovis, Pitchbook.
At least one year experience evaluating alternative asset class opportunities and related risk characteristics.
All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.
Washington University in St. Louis is committed to providing a comprehensive and competitive benefits package to our employees. Benefits eligibility is subject to employment status, full-time equivalent (FTE) workload, and weekly standard hours. Please visit our website at https://hr.wustl.edu/benefits/ to view a summary of benefits.
Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the Universityâ™s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.
Washington University is dedicated to building a diverse community of individuals who are committed to contributing to an inclusive environment â“ fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.
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Washington University in St. Louis, a medium-sized, independent university, is dedicated to challenging its faculty and students alike to seek new knowledge and greater understanding of an ever-changing, multicultural world. The University offers more than 90 programs and almost 1,500 courses leading to bachelor's, master's and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields, with additional opportunities for minor concentrations and individualized programs. The faculty is composed of scholars, scientists, artists and members of the learned professions. They serve society by teaching; by adding to the store of human art, creativity, understanding, and wisdom; and by providing direct services, such as health care.