Investment Managing Director

Responsibilities

• Provides strategic vision and insight that contributes to portfolio returns and the management of risk, with a specific focus on the equity allocation
• Develops 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
• Reviewing legal documents (in conjunction with legal counsel), financial statements, and manager reports
• 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
• Managing and developing other associates

Requirements

• An MBA or Master’s degree in a related field or a CFA charter required
• Minimum of fifteen years practical experience in an investment-related field
• This position may require up to 33% business travel

Qualifications

• 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
• Has experience investing in managers across an array of asset classes including public and private equity and hedge funds
• Has a keen sense of responsibility and enjoys working with multiple demands, shifting priorities and constant change
• Exhibits a keen intellectual curiosity and appreciation for the process of research and serendipitous learning
• Reads and understands audited financial statements and legal documents (in conjunction with legal counsel)
• Has excellent communication skills, including well-developed interpersonal, written, and listening skills
• Develops a solid understanding of the Foundation’s activities and overall objectives in order to act as an ambassador of the Foundation
• Has a passion for “doing what is right,” with unquestioned integrity, positive ethics, and values reflective of the Kauffman Foundation
• Is 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
• Has computer literacy skills, including proficiency with Microsoft tools, Box, and Slack with demonstrated advanced Excel skills, including statistical analysis and PivotTables. Experience with portfolio analytics software, e.g., Caissa, Dynamo, Burgiss, preferred