Investment Managing Director

Responsibilities

• Providing strategic vision and insight that contributes to portfolio returns and the management of risk, with a specific focus on the equity allocation
• Developing recommendations, reports and presentations for the Chief Investment Officer and the Investment Committee of the Foundation’s Board of Trustees
• Quantitative and qualitative analysis of market opportunities and risks, economic variables, manager portfolios, and performance
• Evaluation of external investment management organizations including an assessment of staff and resources, investment philosophy and process, compensation structures, operations and control procedures
• Ongoing due diligence and monitoring of investments including the validation of asset ownership and valuation, and identification of material changes in organizations or markets that potentially affect the Foundation’s assets
• Pitching in on administrative activities including the organization of electronic files and documentation, coordination and tracking of cash flows, the establishment of new accounts, management of vendor relationships, etc.
• Helping to design and implement efficient systems that exploit technology to enhance productivity and data-driven decision making

Qualifications

• Candidates in this position must be highly motivated, capable of self-directed work, detail-oriented and able to work collaboratively across teams and departments
• Candidates must exhibit a keen sense of responsibility and enjoy working with multiple demands, shifting priorities and constant change
• Has experience with asset allocation and manager selection in a multi-manager portfolio context or as a portfolio manager or analyst in public or private equity institutional investment strategies
• Possesses a tenacious work ethic, reliability, and sense of urgency as appropriate; with dedication to meeting deadlines, often with time to spare
• Possesses exceptional problem-solving and analytical skills with a focus on attention to detail and process improvement combined with solid judgment and decision-making abilities
• Prioritizes and multi-tasks effectively using excellent organizational skills with keen attention to detail
• Reads and understands audited financial statements and legal documents (in conjunction with legal counsel)
• Easily understands, integrates, and communicates about performance measurement, complex financial models, and computational tools
• Has excellent communication skills, including well-developed interpersonal, written, and listening skills
• Able to thoughtfully engage collaboratively as a team member with a singular goal of enhancing the performance of the total portfolio, while demonstrating independence and self-sufficiency in exploring opportunities more focused on areas of primary responsibility
• Able to maintain confidentiality and easily handles confidential material appropriately
• Able to develop a solid understanding of the Foundation’s activities and overall objectives in order to act as an ambassador of the Foundation
• Possesses a passion for “doing what is right,” with unquestioned integrity, positive ethics, and values reflective of the Kauffman Foundation
• Committed to the Foundation’s credo, standards, and values in alignment with our racial equity, diversity, and inclusion statement, by prioritizing racial equity, diversity, and inclusion in culture and strategic work