Director, Investment Systems & Strategy

Duties/Responsibilities
POMS Implementation Leadership (Primary Responsibility)

• Serve as the investment-domain owner for POMS, defining the investment configuration blueprint, including asset class schema, security and instrument attributes, benchmark libraries, performance methodologies, and policy-to-rule mappings.
• Define and govern how strategic asset allocation targets, ranges, and portfolio exposures are represented within POMS to enable accurate monitoring and decision support.
• Ensure alternative investments are accurately reflected, including commitments, unfunded amounts, capital calls, distributions, valuations, fees, ownership structures, cash flows, and look-through exposure reporting as applicable.
• Configure, validate, and govern investment compliance monitoring and controls, including policy limits, schedules, exception workflows, and supporting audit documentation.
• Own performance measurement and benchmarking setup, including index mapping, custom benchmark blends, methodology governance, reconciliation, and reporting requirements.
• Lead investment-focused business user acceptance testing (UAT), parallel-run validation, defect prioritization, and investment sign-off for go-live readiness.
• Establish the ongoing investment monitoring and governance model post-go-live, including dashboards, review cadence, and controlled change management for benchmarks, rules, and taxonomies.

Investment Oversight, Performance, and Complex Strategy Support

• Provide portfolio oversight support across multi-asset-class portfolios, evaluating exposures, risk characteristics, liquidity considerations, and alignment with Investment Policy.
• Support comprehensive performance evaluation at the total portfolio, asset class, and manager levels, including attribution analysis, benchmark-relative assessment, and interpretation of performance drivers.
• Assist with investment manager due diligence and ongoing oversight, including qualitative assessments, performance analysis, and operational considerations.
• Facilitate the analysis, implementation coordination, and ongoing monitoring of complex or non-standard investment strategies, including:
  
  
  
  • Derivative-based portfolio risk management strategies (e.g., equity collars or other options-based strategies).
  • Structuring, onboarding, and lifecycle management of alternative investments.
  
  
  
  
• Coordinate with internal stakeholders, custodians, external managers, and vendors to ensure complex strategies and alternative investments are properly implemented, monitored, and maintained within investment systems and reporting.

Senior Investment Support / SVP Backup

• Provide senior-level analysis and decision support to the SVP of Investments, including investment memos, portfolio analytics, asset allocation reviews, and manager evaluation materials.
• Support the Staff Investment Committee and the Board Investment Committee with agenda and material preparation, as well as periodic presentation to the Committee as appropriate.
• Support servicing of portfolios with complex investment requirements, including IPS interpretation and portfolio construction considerations.
• Provide backup coverage for select investment meetings, committees, and stakeholder engagements at the direction of the SVP of Investments.

What You Bring
Required

• Bachelor's degree in Finance, Economics, Business, or a related field (or equivalent experience).
• CFA charterholder or active CFA candidate; CAIA designation a plus.
• 8+ years of progressively responsible experience in institutional investments, including portfolio oversight, performance evaluation, strategic asset allocation, alternative investments, and investment operations and data.
• Demonstrated experience serving as the investment-domain lead for the implementation of a portfolio management, order management, performance, or related investment system.
• Strong understanding of compliance rule design, performance measurement and benchmarking, asset allocation monitoring, and the representation of alternative investments and complex instruments within investment platforms.
• Demonstrated ability to apply investment judgment in complex or non-standard situations, such as derivative strategies, bespoke portfolio structures, or unique alternative investment arrangements.
• Proven ability to reconcile and validate investment data across custodians, managers, accounting systems, and internal platforms.
• Excellent written and verbal communication skills, with the ability to document requirements and present recommendations to senior stakeholders.

Preferred

• Experience working in a mission-driven or institutional investment environment such as a Community Foundation, University Endowment, Pension Fund, or Family Office.
• Experience with alternative investments including private equity, private credit, real assets, and hedge funds.
• Familiarity with common investment platforms (e.g., Aladdin, SimCorp, Clearwater, Charles River) and investment data integration concepts.
• Strong technical and analytical skills, including advanced Excel and familiarity with data and reporting tools.

Core Competencies

• Institutional investment judgment and analytical rigor
• Investment systems ownership and implementation leadership
• Controls mindset and attention to detail
• Portfolio and performance analysis expertise
• Stakeholder management and clear communication
• Ability to operate effectively in ambiguous or evolving environments
• High integrity and discretion with sensitive information

Working Conditions and Physical Requirements