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Job no: 501694
Work type: Exempt Staff Full-time
Location: Bethlehem
Categories: Finance/Accounting
Work type: Exempt Staff Full-time
Location: Bethlehem
Categories: Finance/Accounting
The Investment Operations Manager provides support to the Chief Investment Officer and the Investment Office broadly for the day-to-day implementation and monitoring of the Endowment. Primary responsibilities for the role will include: preparing performance and analytic reports; maintaining and enhancing risk, liquidity, cash planning and exposure models; working closely with the University’s Finance Office, custodian, and other outside software and service providers; and assisting in the periodic preparation of Investment Subcommittee materials. The ideal candidate will also be able to provide recommendations for new processes, analysis, and approaches that will enhance the overall effectiveness and accuracy of investment reporting and analysis and streamlining of workflow. The Lehigh community takes seriously our commitment to antiracism and The Principles of our Equitable Community.
1. Provide analytics and reporting to support the Chief Investment Officer and Investment Office
- Responsible for preparing and reviewing monthly and quarterly portfolio performance: this includes preparing analysis of investment performance, asset allocation, risk exposures, performance attribution, liquidity and cash flow
- Identify and monitor key portfolio exposures such as by asset class, geographies, sectors, etc.
2. Liaison with key stakeholders, internal and external
- Serve as the direct liaison between the Investment Office and the Treasurer’s and Controller’s Offices to ensure accurate financial reporting for the University
- Act as the direct liaison between the Investment Office and outside parties as it relates to performance reconciliation and analytical matters
- Liaise with the custodian, investment managers, other University departments, software providers, etc.
3. Provide high level tracking of investment activities
- Review investment manager fundings and distributions, recording of cash movements and payment of investment manager fees and other expenses
- Track and model the cash flow of drawdown asset classes (private equity and real estate) to assess commitment requirements to maintain long-term target allocations
- Assist in the periodic preparation of Investment Subcommittee materials as well as the annual financial audit of the University as directed by the Finance Office
4. Perform key investment operation functions
- Review and complete fund documents, such as subscriptions, redemptions, and other forms required by Investment Managers
- Maintain content management system for investments
- Prepare operational policies, processes and procedures; monitor compliance with policies and procedures; and recommend opportunities for office operational improvements
Grade: 12-40
Position Number: S80360
Special Considerations
This position may be eligible for a fully remote work arrangement pending University approval
This position has fiscal or financial responsibilities other than employee expense activity, such as processing or approving transactions; monitoring or preparing budgets; or generating income for University
Qualifications
Bachelor’s Degree in Accounting, Finance or a related field
Five to eight years related work experience
Prior work experience at an endowment, foundation or family office
Strong organizational, analytical & interpersonal skills
Experience collaborating and communicating with internal and external partners to build strategic relationships
Solid computer skills with experience using word processing, spreadsheet and database software
Successful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the position
All Lehigh faculty and staff are required to be fully vaccinated and receive a booster shot six months after their second vaccine; unless they receive an approved medical or religious exemption from the requirement.
Only complete applications will be considered therefore please complete the application in its entirety. Once the posting is removed from the website applications may no longer be allowed to be completed.
Advertised: August 25, 2022 Eastern Daylight Time
Applications close:
