The Director of Investments and Treasury Services (“Director”) reports to the Associate Treasurer of Miami University/Chief Financial Officer (“CFO”) of the Miami University Foundation (“Foundation”), working closely with the chair of the Investment Committee (“IC”) of the Foundation. The Director is expected to attend all IC meetings and to provide reports, analysis, and counsel as required by the IC, the CFO, and the Foundation president. The Director will have additional responsibilities in the areas of Foundation enterprise risk management, planned giving, cash management, treasury, post issuance bond compliance, financial and regulatory filings, and communications as directed by the CFO. The Director is expected to develop an integrated understanding of the investment, financial, operational, and governance structure, and related responsibilities, policies, processes, and procedures, such that the Director can assist effectively in managing the investment-related and certain other financial-related operations of the Foundation and University. The Director will coordinate communication across multiple parties, including acting as the daily liaison among the Committee, the Outsourced Chief Investment Officer (“OCIO”), the custodian, and the CFO. In addition, the Director will develop, analyze, and research issues related to investment performance and treasury management as directed.
Essential Duties:
Investments: Serves as primary day-to-day liaison with the Miami University Foundation Investment Committee and Miami University Investment Sub-Committee, accountable for driving the smooth functioning of the Committees, setting agendas, coordinating communication and input across all relevant parties, compiling minutes, and ensuring compliance with policies, procedures, charters, laws, and other governance responsibilities. Serves as primary day-to-day liaison with the OCIO and master custodian for the Pooled Investment Fund, Non-endowment Fund, and Student Managed Fund. Monitors trust & gift annuities/planned giving service provider and Retirement Plan Advisory Committee. Creates and presents regular and ad hoc analysis and reports to management and board committees.
Treasury Services: Analyzes, reports, assists, and supports University Associate Treasurer on treasury related activity, including operating cash management, debt issuance, post-issuance debt compliance and documentation, and investment compliance reporting. Supports CFO on Foundation related financial activity.
Enterprise Risk Management: Oversees Foundation enterprise risk management framework and monitoring of risk mitigation. Provides third party financial service provider due diligence and monitoring.
Minimum Qualifications:
Bachelor’s Degree
Minimum of seven years investment related experience
Strong knowledge of investment, portfolio management, and risk management concepts
Fluency with electronic spreadsheets, and a background in statistical analysis techniques
Excellent analytical abilities
Strong written and verbal communication and presentation skills
Demonstrated ability to work collaboratively in a team environment
Demonstrated ability to organize a diverse workload, work independently, and complete work accurately and within deadlines.
Preferred Qualifications:
Master’s Degree in business administration (MBA), finance, or economics and/or participation in investment and/or treasury related professional certification program (e.g., CFA, CTP, etc.)
Direct experience with investment analysis and portfolio construction for an endowment or in investment consulting
Experience in internal financial and/or treasury related experience
Understanding of Non-Profit Endowment and Foundation financial and governance management
Miami University, an Equal Opportunity/Affirmative Action employer, encourages applications from minorities, women, protected veterans and individuals with disabilities. Miami University prohibits harassment, discrimination and retaliation on the basis of age (40 years or older), color, disability, gender identity or expression, genetic information, military status, national origin (ancestry), pregnancy, race, religion, sex/gender, status as a parent or foster parent, sexual orientation, or protected veteran status in its application and admission processes, educational programs and activities, facilities, programs or employment practices. Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560.
As part of the University’s commitment to maintaining a healthy and safe living, learning, and working environment, we encourage you to read Miami University’s Annual Security & Fire Safety Report at: http://www.MiamiOH.edu/campus-safety/annual-report/index.html, which contains information about campus safety, crime statistics, and our drug and alcohol abuse and prevention program designed to prevent the unlawful possession, use, and distribution of drugs and alcohol on campus and at university events and activities. This report also contains information on programs and policies designed to prevent and address sexual violence, domestic violence, dating violence, and stalking. Each year, email notification of this website is made to all faculty, staff, and enrolled students. Written notification is also provided to prospective students and employees. Hard copies of the Annual Security & Fire Safety Report may be obtained from the Miami University Police Department at (513) 529-2223.
Ivy Tech Community College is an accredited,?equal opportunity/ affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age, or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment, in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College's?Title IX Coordinator?or to the US Department of Education Office of Civil Rights.
