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Posted: 28-Aug-23
Location: Oxford, Ohio
Salary: $125,000-$145,000
Employment Type:
Organization Type:
Required Education:
Internal Number: 502291
| Job Title: |
Director of Investments & Treasury Services
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| Salary/Grade: |
$125,000 - $145,000
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| Hours Per Week: |
40
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| 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.
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| 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.
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| 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.
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| 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 ADAFacultyStaff@miamioh.edu or 513-529-3560. As part of the University’s commitment to maintaining a healthy and safe living, learning, and working environment, we encourage you to read Miami University’s Annual Security & Fire Safety Report at: http://www.MiamiOH.edu/campus- |
| 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). |
| Minimum Qualifications: |
• Bachelor’s Degree
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|---|---|
| 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.)
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| Special Instructions to Applicants: |
cover letter
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