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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: Santa Ana, New Mexico

Salary: $214K - $214K

The Chief Investment Officer provides day-to-day oversight of the cash, debt and investment portfolio of the Pueblo and its business enterprises. The CIO is the point of contact between investment consultants, advisors and investment managers and investment service providers.

Position Summary:

The Chief Investment Officer provides day-to-day oversight of the cash, debt and investment portfolio of the Pueblo and its business enterprises. The CIO is the point of contact between investment consultants, advisors and investment managers and investment service providers. The CIO continually evaluates the investment structure and performance on behalf of the Pueblo from cash through all elements of the investment portfolio including equities, fixed income, hedge funds, private equity and real assets. Advocates on behalf of the Pueblo to improve and refine investment management. Assists with Pueblo strategic plans incorporating the investment structure with plans for operations and the capital and maintenance needs of the Pueblo and its enterprises and other direct investment plans. Monitors debt compliance. Assists in research and evaluation of all financial opportunities which the Pueblo may consider outside the investment advisory relationship. Regularly reports to Pueblo leadership, Council and financial management assuring that complex financial information is delivered in a comprehensive and understandable manner.

This list of duties and responsibilities is illustrative only of the tasks performed by this position and is not all-inclusive.

Essential Duties & Responsibilities:

  • • Operates with integrity and the highest ethical standards, promoting the best interests of the
  • Pueblo of Santa Ana.
  • • Assists Pueblo Leadership and Council with the development of short- and long-term
  • investment goals.
  • • Monitors portfolio performance on a daily basis across all asset classes.
  • • Monitors major investment markets and discusses with investment managers, et al, to keep
  • apprised of their responses to market conditions and reports significant items to Tribal
  • Leadership and Council.
  • • Participates in the Investment Board.
  • • Makes recommendations based upon his/her analysis to the Investment Board, Pueblo
  • Leadership and Council.
  • • Prepares and presents regular reports of investment performance and other investment
  • concerns to Pueblo Council to include market events, policy changes and performance of
  • investment advisors and managers relative to established benchmarks.
  • • Communicates with investment consultants, advisors and service providers regarding
  • investment transactions and investment decisions.
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  • • Prepares and maintains a cash flow model detailing the inflow and outflow of cash to meet
  • the daily needs of the Pueblo of Santa Ana and its enterprises.
  • • Based upon cash analysis and budget considerations, identifies and recommends amounts
  • available for investment.
  • • Prepares and updates investment policies.
  • • Monitors investment advisor and manager performance and compliance with investment
  • policies.
  • • At least annually or more often should concerns arise, evaluate and reports upon investment
  • advisor and manager performance relative to the Pueblo’s investment goals and presents
  • recommendations.
  • • Maintains and manages a short-term cash structure to ensure that the operating needs of the
  • Pueblo and its enterprises are met, and that cash is yielding appropriate returns.
  • • Manages daily cash process, monitoring movement of funds and the daily cash position.
  • • Assists with Pueblo strategic plans, incorporating investment structure with the budgeted
  • capital and maintenance needs of the Pueblo and its enterprises.
  • • Provides research and analysis of economic development or other financial opportunities or
  • activities considered by the Pueblo outside the investment advisory relationship.
  • • Maintains an ongoing knowledge of the market environment through self-study and continued
  • professional development.
  • • Understands and respects the roles of Tribal Leadership and Council as decision makers for
  • the Pueblo of Santa Ana.
  • • Maintains certifications and licenses required for the position.
  • • Contributes to a team effort and accomplishes related results as required.
  • • Performs other duties as required.

Minimum Qualifications:

  • Bachelor’s degree from an accredited four-year college or university in accounting or finance or a related field. Ten (10) or more years’ experience in the financial services industry with direct experience in institutional portfolio management or any sub-class of assets. Experience directly related to the position duties including portfolio construction, performance evaluation and metrics. Experience using investment research tools such as Bloomberg. Must be able to successfully pass a pre-employment drug/alcohol screen and background investigation including a motor vehicle check. Must possess and maintain a valid New Mexico driver’s license and be insurable under the Pueblo’s insurance. Preferred Qualifications: Chartered Financial Analyst (CFA) and/or MBA Master’s Degree Direct experience in overseeing or managing a multi-asset portfolio.

Knowledge, Abilities, Skills, and Certifications:

  • • Knowledge of cash management and cash flow analysis and projection.
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  • • Knowledge of investment asset allocation and risk controls appropriate for a Tribal
  • government and its enterprises.
  • • Knowledge of investment classes to include equities, fixed-income, hedge funds,
  • private equity and other classes and market reaction during a variety of market
  • conditions.
  • • Knowledge of alternative investments at the commercial level including operational,
  • legal and fee structures.
  • • Knowledge of statistical methods for measuring investment performance including
  • value-add in active management strategies.
  • • Knowledge of risk management measurements.
  • • Knowledge of fixed income concepts including duration, convexity, liquidity profiles and
  • interest rate strategies.
  • • Knowledge of the fundamentals of interest rate hedging strategies including swaps and
  • options.
  • • Knowledge of investment of cash processes and understanding of various investment
  • instruments available.
  • • Ability to research, analyze and make sound recommendations.
  • • Ability to analyze and develop timelines and project resources.
  • • Ability to monitor and evaluate results.
  • • Ability to think creatively and critically to improve the portfolio management process.
  • • Ability to prioritize multiple projects.
  • • Ability to exercise independent judgment.
  • • Ability to successfully work with Pueblo leaders and Pueblo managers and employees
  • throughout the Pueblo and its enterprises.
  • • Ability to interact and maintain good working relationships with individuals of varying
  • social and cultural backgrounds.
  • • Ability to interpret applicable federal, state, county and local laws, regulations, and
  • requirements.
  • • Ability to maintain confidentiality.
  • • Ability to communicate efficiently and effectively both verbally and in writing, including
  • preparing and presenting PowerPoint presentations.