Director of Portfolio Management and Performance

Job Details

The Director of Portfolio Management and Performance is a new mission-critical hire for the Investment Office. The experience of the Director will bridge the execution level of the investment team to the performance outputs of the strategies. By acting as the eyes and ears the Director ensures the integrity accuracy and timeliness of investment data builds and maintains the systems infrastructure that powers investment decision-making and partners closely with the investment team Finance Treasury and external service providers to ensure the clarity of decision-making
This is a senior hands-on leadership role for a professional who combines deep operational expertise with strong analytical capability and a service-minded orientation to enabling investment decisions.

Job Description

Summary
The Director of Portfolio Management and Performance is a new mission-critical hire for the Investment Office. The experience of the Director will bridge the execution level of the investment team to the performance outputs of the strategies. By acting as the eyes and ears the Director ensures the integrity accuracy and timeliness of investment data builds and maintains the systems infrastructure that powers investment decision-making and partners closely with the investment team Finance Treasury and external service providers to ensure the clarity of decision-makingThis is a senior hands-on leadership role for a professional who combines deep operational expertise with strong analytical capability and a service-minded orientation to enabling investment decisions.

Job Duties

• Performance Measurement and Reporting
• Own the performance measurement framework including time-weighted and money-weighted return calculations benchmarking attribution and peer comparisons across the endowment pensions and component pools.
• Produce timely accurate and insightful reporting for the CIO Investment Committee Board university leadership and external stakeholders.
• Lead the design and continuous improvement of dashboards and reports that bring clarity to portfolio positioning risk and performance.
• Ensure performance reporting complies with applicable industry standards (e.g. GIPS where relevant) and institutional policies.
• Risk and Portfolio Analytics
• Build and maintain the portfolio analytics infrastructure including exposures factor and risk decomposition liquidity modeling and scenario / stress testing.
• Partner with the investment team on asset allocation analytics pacing models for private markets and cash and liquidity forecasting.
• Develop and report on portfolio-level risk metrics including market credit liquidity concentration and counterparty risk.
• Lead data integration across custodian GP reporting performance and risk systems.
• Systems Data and Process
• Own the investment systems strategy including selection implementation and ongoing administration of performance risk portfolio management and reporting platforms (e.g. Solovis Backstop Burgiss Caissa eFront Aladdin or comparable).
• Champion data quality automation and process discipline across the Investment Office.
• Establish and document policies procedures and internal controls for investment operations and reporting.
• Investment Operations
• Oversee all investment operations including trade and commitment processing capital calls and distributions cash management wires FX custody and corporate actions in partnership with the custodian and administrators.
• Manage relationships with strategic partners custodian fund administrators auditors tax advisors and legal counsel on operational matters.
• Maintain books and records for the endowment and pension pools including reconciliations across custodian GP and internal systems.
• Lead operational due diligence on new manager relationships in coordination with the investment team.
• Own subscription documents side letters and ongoing legal/operational documentation in coordination with counsel.
• Leadership and Partnership
• Build and lead the operations performance and analytics function including hiring developing and managing staff as the team scales.
• Partner closely with the CIO Deputy CIO MDs and investment professionals to ensure operational and analytical excellence supports investment decision-making.
• Work cross-functionally with University Finance Treasury Audit General Counsel and Risk Management.
• Serve as a key operational point of contact with the Investment Committee and Board on matters within scope.
• Coordinate operational performance and analytical workflows with the Offices external investment partners under an extension-of-staff model ensuring data integrity consistent methodology and clear internal ownership.

Minimum Qualifications

• Bachelors Degree
• 10 years or more years of progressively senior experience in investment operations performance measurement and / or investment analytics at an asset owner (endowment foundation pension) OCIO asset manager fund administrator or comparable institution.
• Deep expertise in performance measurement methodologies (TWR IRR attribution) across multi-asset portfolios including private markets.
• Strong working knowledge of investment operations across asset classes including private fund accounting and partnership reporting.
• Experience selecting implementing and operating investment systems and analytics platforms.
• Strong management and communication skills; ability to translate complex analytics into clear narrative for senior audiences.

Preferred Qualifications

• Masters Degree in CFA CIPM CPA or comparable credential
• Direct experience supporting an endowment foundation or pension portfolio with material private markets exposure.
• Familiarity with risk analytics platforms (e.g. Aladdin MSCI BarraOne Caissa) and private markets analytics (e.g. Burgiss Cobalt/Cobalt LP).
• Technical skills including SQL Python or comparable and modern BI / visualization tools are an advantage
• Experience designing reporting for fiduciary boards investment committees and senior university leadership.

Additional Qualifications

Physical Demands
Lift and carry 25 lbs. frequent sitting/standing frequent keyboard use *patient care providers may be required to perform activities specific to their role including kneeling bending squatting and performing CPR.

Job Description Disclaimer: This position description provides the major duties/responsibilities requirements and working conditions for the position. It is intended to be an accurate reflection of the current position however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Employee Entity

Thomas Jefferson University

Primary Location Address

1101 Market Philadelphia Pennsylvania United States of America

Nationally ranked Jefferson which is principally located in the greater Philadelphia region Lehigh Valley and Northeastern Pennsylvania and southern New Jersey is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65000 people strong dedicated to providing the highest-quality compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrows professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic clinical and applied research. Thomas Jefferson University home of Sidney Kimmel Medical College Jefferson College of Nursing and the Kanbar College of Design Engineering and Commerce dates back to 1824 and today comprises 10 colleges and three schools offering 200 undergraduate and graduate programs to more than 8300 students. Jefferson Health nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age race color religion creed sexual orientation gender gender identity marital status pregnancy national origin ancestry citizenship military status veteran status handicap or disability or any other protected group or status.

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues including medical (including prescription) supplemental insurance dental vision life and AD&D insurance short- and long-term disability flexible spending accounts retirement plans tuition assistance as well as voluntary benefits which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues including those who work less than part-time(including per diemcolleagues adjunct faculty and Jeff Temps) have access to medical (including prescription) insurance.

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