Managing Director of Investments
About the role
Meyer Memorial Trust is one of the largest private funders in Oregon, dedicated to accelerating racial, social, and economic justice for the collective well-being of Oregon’s lands and peoples. Founded in 1982 from the estate of Fred G. Meyer, the Trust has awarded grants and program-related investments exceeding $1 billion to over 3,800 organizations. Meyer stewards an endowment of approximately $1 billion and deploys an annual grantmaking budget of $61 million across various issue-based portfolios and strategic initiatives.
Responsibilities
Lead the development and execution of long-term investment strategy for Meyer’s endowment.
Oversee strategic and tactical asset allocation across public equity, fixed income, private investments, hedge funds and real assets.
Evaluate market conditions, portfolio risks and investment opportunities.
Conduct scenario planning, liquidity analysis and portfolio stress testing.
Ensure investment strategies appropriately balance return objectives, liquidity needs, diversification and risk management.
Identify and evaluate opportunities that align financial performance with mission and long-term impact.
Monitor portfolio and manager performance relative to benchmarks and strategic objectives.
Serve as a strategic advisor to the President & CEO and Board of Trustees.
Support investment governance, policy development and fiduciary oversight.
Foster relationships grounded in trust, transparency and thoughtful decision-making.
Lead Meyer’s extension-of-staff investment operating model with external advisors and partners.
Oversee operational processes related to investment implementation, liquidity management, portfolio rebalancing and cash management.
Ensure timely execution and tracking of investment documentation, subscription materials and agreements.
Responsible for oversight of investment technology platforms and vendor relationships in partnership with the investment operations team.
Coordinate with custodians, auditors, legal counsel and other partners.
Partner with finance leadership to support audit readiness, investment accounting and financial reporting.
Maintain strong operational controls and compliance with investment policies and fiduciary standards.
Integrate mission alignment, equity, sustainability and long-term stewardship into investment strategy and manager evaluation.
Support frameworks for measuring both financial performance and broader impact.
Stay informed on emerging trends related to ESG integration, climate investing, equitable investing and responsible stewardship.
Operate as an enterprise leader, balancing investment priorities with broader organizational goals and mission commitments.
Serve as a strategic thought partner to executive leadership on organizational opportunities, risks and long-term sustainability.
Cultivate alignment across diverse stakeholders and collaborate with finance, program, grants management and operations teams.
Foster a culture of accountability, learning, collaboration and thoughtful decision-making.
Represent Meyer within the institutional investment, philanthropic and mission-investing communities.
Qualifications
15+ years of progressively responsible institutional investment experience.
Experience managing complex multi-asset class portfolios in foundations, endowments, pension funds, family offices or similar institutional settings.
Expertise across public markets, private investments, hedge funds, fixed income and real assets.
Strong understanding of asset allocation, portfolio construction, manager selection, liquidity management and risk oversight.
Experience overseeing investment operations and institutional investment infrastructure.
Demonstrated success working with stakeholders such as Investment Committees and Board members.
Exceptional analytical, quantitative and investment evaluation skills.
Fluency and comfort in leveraging technology platforms like Bloomberg, FactSet, Dynamo, Preqin, and others.
Experience with alternative investments, private markets and external manager oversight.
Excellent written, verbal and presentation communication skills.
Strong relationship-building and cross-functional collaboration abilities.
Strategic mindset paired with operational rigor and follow-through.
Ability to travel as needed.
Desired Experience & Qualifications
MBA, CFA or related advanced credential.
Experience with impact investing, ESG integration or mission-aligned investing.
Experience working with consultants and/or extension-of-staff investment models.
Experience within philanthropic or nonprofit institutions.