Georgetown University

Investment Operations Director

Georgetown University$135K — $264K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in accounting or investment operations
  • Bachelor's degree in finance, accounting, or related field; CPA preferred
  • Strong proficiency with Microsoft Office Suite
  • Coding experience a plus but not mandatory
  • Familiarity with Solovis, Burgiss, and BNY Custodian systems helpful
  • Detail-oriented with problem-solving skills
  • Ability to quickly learn new systems and workflows

Responsibilities

  • Prepare performance and analytic reports for the Endowment
  • Maintain and enhance models for risk, liquidity, and cash planning
  • Assist in creating materials for Investment Subcommittee meetings
  • Recommend new processes and analyses to improve investment reporting
  • Streamline workflows to enhance effectiveness and accuracy
  • Provide crucial reporting to the CIO and investment team to facilitate decision-making
  • Collaborate with various stakeholders in the Finance Office and external providers

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Disability and life insurance
  • Retirement savings plan
  • Tuition assistance
  • Work-life balance benefits
  • Employee discounts
  • Voluntary insurance options
Full Job Description
Requirements

Job Overview

The Investment Operations Director provides support to the Chief Investment Officer ("CIO") and the Investment Office broadly for the day-to-day implementation and monitoring of the approximately $4.3bn Endowment.

Additional duties include, but are not limited to:
  • Prepare performance and analytic reports; maintaining and enhancing risk, liquidity, cash planning and exposure models; working closely with the University's Finance Office, custodian, and other outside software and service providers
  • Assisting in the periodic preparation of Investment Subcommittee materials.
  • Provide recommendations for new processes, analysis, and approaches that will enhance the overall effectiveness and accuracy of investment reporting and analysis and streamlining of workflow


Work Interactions

The Director of Operations is one of the most important positions in managing the university's financial assets. This position reports directly to the Chief Investment Officer. This position also interacts with numerous people in the Finance Office. The Director provides critical reporting to the CIO and investment team, which enables portfolio rebalancing, cash management, and risk management.

Requirements and Qualifications
  • Minimum of 5 years' work experience, preferably in accounting or investment operations
  • Strong Academic credentials, Bachelor's degree, preferably in finance, accounting, or a relevant subject area. CPA preferred.
  • Strong proficiency with Microsoft Office Suite.
  • Coding experience is appreciated but not required.
  • Experience with Solovis, Burgiss, BNY Custodian systems helpful.
  • Detail oriented with strong problem-solving capabilities and a commitment to data accuracy
  • Able to learn new systems and workflows quickly
  • Demonstrated general interest in investments and asset management.


Work Mode Designation

This position has been designated as Hybrid. Please note that work mode designations are regularly reviewed in order to meet the evolving needs of the University. Such review may necessitate a change to a position's mode of work designation. Complete details about Georgetown University's mode of work designations for staff positions can be found on the Department of Human Resources website: https://hr.georgetown.edu/mode-of-work-designation.

Pay Range:

The projected salary or hourly pay range for this position which represents the full range of anticipated compensation is:
$135,188.00 - $264,291.85

Compensation is determined by a number of factors including, but not limited to, the candidate's individual qualifications, experience, education, skills, and certifications, as well as the University's business needs and external factors.

Current Georgetown Employees:

If you currently work at Georgetown University, please exit this website and login to GMS (gms.georgetown.edu) using your Net ID and password. Then select the Career worklet on your GMS Home dashboard to view Jobs at Georgetown.

Submission Guidelines:

Please note that in order to be considered an applicant for any position at Georgetown University you must submit a resume for each position of interest for which you believe you are qualified. Documents are not kept on file for future positions.

Need Assistance:

If you are a qualified individual with a disability and need a reasonable accommodations for any part of the application and hiring process, please visit the Office for Equal Opportunity Compliance website for general information about requesting accommodations, as well as information about requesting accommodations specifically for applicants. You also can also contact the Office for Equal Opportunity Compliance at [redacted] or [redacted].

Need some assistance with the application process? Please call [redacted]. For more information about the suite of benefits, professional development and community involvement opportunities that make up Georgetown's commitment to its employees, please visit the Georgetown Works website.

Benefits:

Georgetown University offers a comprehensive and competitive benefit package that includes medical, dental, vision, disability and life insurance, retirement savings, tuition assistance, work-life balance benefits, employee discounts and an array of voluntary insurance options. You can learn more about benefits and eligibility on the Department of Human Resources website.

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