Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
The Texas A&M Foundation invites applications for the position of Investment Analyst within the Investments team.
The Investment Analyst is an integral part of the Texas A&M Foundation Investment Team and works directly with the entire team to support all functions of managing the Endowment, with particular focus toward performance reporting, portfolio monitoring and manager due diligence. In addition to supporting the Investment Team in regular processes, the Investment Analyst will complete special projects relevant to the portfolio and broad financial markets. The Investment Analyst will participate in a flat structure and benefit from mentorship by all members of the investment team.
The Investment Analyst will be part of a three-year Analyst program. Throughout the program, the Investment Analyst will progress in responsibility and work as an asset class generalist across the portfolio. By the end of the program, the Investment Analyst will have led investment underwritings and presented the recommendations to the Foundation’s Board of Trustees.
The Investment Analyst reports to the Chief Investment Officer (CIO).
As our Investment Analyst, you'll play a vital role in generating returns for the Texas A&M Foundation with the opportunity to:
A successful Investment Analyst will display:
Position Requirements:
Are you ready to leave a lasting impression by effectively communicating the transformative effects of philanthropy? Apply to join our team of Passionate Professionals Dedicated to Purposeful Philanthropy.
Preferred Attributes:
MISSION:
The Texas A&M Foundation builds a brighter future for Texas A&M University, one relationship at a time.
VISION:
The Texas A&M Foundation vision is to be among the most trusted philanthropies in higher education.
GUIDING PRINCIPLES:
We believe in the cause.
We believe that people matter.
We believe in selfless service.
We believe in the future.
To apply for this position, please apply online at https://www.txamfoundation.com/about-us/careers.aspxt/careers.aspx.
*If you need assistance or have any questions, please contact careers@txamfoundation.com
Texas A&M Foundation is an Equal Employment Opportunity Employer.
Frequently Asked Questions:
What does an Investment Analyst’s day-to-day look like?
Although our work is extremely varied, a hypothetical day might consist of the following:
After reviewing your emails and working on an investment memo, you and three other team members meet a prospective real estate manager targeting apartments and industrial properties across the Sunbelt region of the US. You ask questions about their “secret sauce” and overall market dynamics during the meeting and afterwards debrief with the other Foundation team members about the merits and considerations of the investment strategy. Afterwards, you prep for an Annual General Meeting that you will attend the following week for a private equity technology firm that the Foundation has invested with. You then meet with the public equity portfolio manager to discuss creating a new report that will be used monthly to better understand the types of risks that our underlying funds are taking. Finally, you finish your day with a meeting alongside other investment team members with an existing private credit manager that lends to fintech companies.
What does the Foundation’s professional development consist of?
In addition to a structured progression of responsibility as a part of the A-Team, Investment Analyst have various opportunities for professional development. For example, prior Analysts have traveled to New York City for several days to meet and learn from various portfolio managers. Additionally, Analysts have traveled to San Francisco to learn in a structured format from other peers about best practices related to investment due diligence. The Investment Analyst will also be encouraged and sponsored to study for exams like the CFA and the CAIA.
After the three-year program, what are potential exit opportunities?
The most straightforward exit is to invest at another allocator. Examples of other allocators include other endowment and foundations, pension plans, single/multi-family offices, and healthcare systems. Other exits can include startups, management consulting, large financial services firms, and direct investing (i.e., real estate, private equity, etc.) Because of the breadth of work you accomplish while at the Foundation, the skills you gain are easily transferable to other roles.
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