Director-Strategic Investments

Director Strategic Investments

Location: 9521 San Mateo NE Albuquerque, NM 87113-2237

This Director Strategic Investments position is responsible for a $4.7B of investment, retirement and pension portfolios, across 66 public equity, hedge fund, fixed income, private credit, real assets and alternative investments. The successful candidate will manage the portfolio to generate top quartile, risk-adjusted returns on a rolling multi-year basis, and collaborate within Treasury and Presbyterian Healthcare. This role involves strategic decision-making, conducting due diligence, managing internal and external relationships, and ensuring consistency with Board-approved objectives and risk tolerances. Remote: Open to remote applicants in the United States, except for the following states: California, Illinois, North Dakota, New York, Ohio, Washington and Wyoming Hybrid: In office expected for individuals within 60 Miles of Albuquerque every Tues, Wed, Thurs

Job Description

• Portfolio Construction: Oversee multi-asset portfolios across stand-alone mandates and unitized vehicles, encompassing both liquid and illiquid strategies. Evaluate portfolio construction opportunities in conjunction with external advisor partners. Monitor performance versus policy benchmarks, maintain manager scorecards, and recommend rebalancing, remediation plans, or manager transitions as warranted.
• Risk Management: Identify, evaluate, and manage risks consistent with the Investment Policy Statement. Implement investment policies and procedures that incorporate sound principles in accordance with fiduciary standards. Minimize Unrelated Business Income tax.
• Team Leadership: With Treasurer, manage Investment Subcommittee & Employee Benefits Administration Committee coordination and reporting. Establish and maintain strong relationships with investment advisors, actuary, custodian, legal counsel and internal stakeholders. Manage KYC, capital calls, and fund disbursements.
• Treasury Collaboration: PHS Treasury is one team and share organizational objectives. Support the operations and banking teams. Provide secondary coverage for enterprise liquidity management, and special projects as needed. Review of service providers, adoption of appropriate technology, and performance benchmarking.

Additional Job Description

• Education: Bachelor's degree in finance, economics, or a related field. MBA, CFA, or CAIA are highly valued.
• Experience: Minimum of 7 years of experience in institutional multi-asset portfolio management, investment consulting, pension or related fields. Proven track record of successful institutional investment management and positive alpha versus appropriate benchmarks.
• Skills: Strong financial modeling, communications, analytical skills, project management experience, technology and automation savvy.
• Competencies: Ability to work independently and as part of a team, strong sense of ownership, and entrepreneurial mindset. Must be self-motivated, able to multi-task, and successfully grow professional relationships.

Benefits

• Competitive salaries
• Full medical, dental and vision insurance
• Flexible spending accounts (FSAs)
• Free wellness programs
• Paid time off (PTO)
• Retirement plans, including matching employer contributions
• Continuing education and career development opportunities
• Life insurance and short/long term disability programs

Presbyterian Healthcare Services is a locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, it is the state's largest private employer with approximately 11,000 employees.

Presbyterian's story is really the story of the remarkable people who have chosen to work here. Starting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. We are part of New Mexico's history - and committed to its future. That is why we will continue to work just as hard and care just as deeply to serve New Mexico for years to come.

New Mexico's unique blend of Spanish, Mexican and Native American influences contribute to a culturally rich lifestyle. Add in Albuquerque's International Balloon Fiesta, Los Alamos' nuclear scientists, Roswell's visitors from outer space, and Santa Fe's artists, and you get an eclectic mix of people, places and experiences that make this state great. Cities in New Mexico are continually ranked among the nation's best places to work and live by Forbes magazine, Kiplinger's Personal Finance, and other corporate and government relocation managers like Worldwide ERC. New Mexico offers endless recreational opportunities to explore, and enjoy an active lifestyle. Venture off the beaten path, challenge your body in the elements, or open yourself up to the expansive sky. From hiking, golfing and biking to skiing, snowboarding and boating, it's all available among our beautiful wonders of the west. AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.