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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Oxford, Ohio

Salary: $125K - $145K

Miami University, established in 1809, is ranked among the top 50 national public universities by U.S. News & World Report. As an original Public Ivy, Miami provides Ivy League-quality education at a public school price with an exceptional return on investment. Miami is a place where ambitious students find their purpose and prepare for a lifetime of success.

Job Title:Director of Investments & Treasury Services
Salary/Grade: $125,000 – $145,000
Hours Per Week:40
Job Summary: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.
Duties/Physical Demands:1. 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.
2. 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.
3. 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
Desired 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
• Experience with tax-exempt debt issuance
Special Instructions to Applicants:cover letter
3 references
Diversity Statement:

Miami University is committed to creating an inclusive and effective teaching, learning, research, and working environment for all.

For more information on Miami University’s diversity initiatives, please visit the Office of Institutional Diversity & Inclusion webpage. For more information on Miami University’s mission and core values, please visit the Mission and Core Values webpage.

EO/AA Statement/Clery Act:
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 or 513-529-3560.
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Labor Law Posters for Applicants:
Miami University is committed to providing up-to-date information from the Department of Labor to our applicants for employment. Here, you will find links to the current information regarding the Family and Medical Leave Act (FMLA)Equal Employment Opportunity (EEO), and the Employee Polygraph Protection Act (EPPA).
Benefits Eligible:Yes