Director of UGA Foundation Investments

Director of UGA Foundation InvestmentsBelow you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening. To apply for the position, please click the Apply for this Job link/button.If you would like to bookmark this position for later review, click on the Bookmark link. If you would like to print a copy of this position for your records, click on the Print Preview link.Bookmark this Posting Print Preview |Apply for this JobPlease see Special Instructions for more details.This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.Posting DetailsPosting DetailsPosting Number S14168PWorking Title Director of UGA Foundation InvestmentsDepartment DAR-UGAF InvestmentsAbout the University of Georgia Chartered by the state of Georgia in 1785, the University of Georgia is the birthplace of public higher education in America and is the state’s flagship university (The proof is in our more than 240 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,100 faculty and more than 7,700 full-time staff. The University’s enrollment exceeds 41,000 students including over 31,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 19 schools and colleges, including our newly established School of Medicine.About the College/Unit/Department The University of Georgia Foundation enriches the quality of education at the university by supporting scholarships, endowed chairs and professorships and other programs that rely on private funds. With more than $1.5 billion in assets, a large portion of which is endowed, the foundation provides an average of more than $65 million annually to UGA to advance its mission of teaching, research, and public service. The foundation was established in 1937. As a steward of donor funds, the Foundation has a strong record of fiscal and financial management. Its investment portfolio has consistently outperformed key benchmarks. Growth in the foundation’s assets has allowed for greater financial support of the university’s mission.Mission of the University of Georgia Foundation The mission and purpose of the University of Georgia Foundation is to provide support for the teaching, research, public service, and outreach programs of the University of Georgia by means of volunteer leadership and assistance in development and fundraising activities; fiduciary care for the assets of the foundation for the long-term benefit and enhancement of the university; and broad advice, consultation, and support to the president of the university. The foundation shall operate as a cooperative organization in accordance with policies of the University System of Georgia Board of Regents. College/Unit/Department website Type ExternalRetirement Plan TRS or ORPEmployment Type Employee Benefits Eligibility Benefits Eligible Full/Part time Full TimeWork Schedule 8:00am–5:00pm; Must be willing and able to work evenings or weekends as necessaryAdvertised Salary Commensurate qualifications and experiencePosting Date 09/23/2025Open until filled YesClosing Date Proposed Starting Date 12/01/2025Special Instructions to ApplicantsThis position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.Location of Vacancy Athens AreaEEO Policy Statement The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR ().USG Core Values Statement The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at Information Classification Title Investment Officer III FLSA Exempt FTE 1.00Minimum Qualifications Bachelor’s degree in a related field or equivalent, relevant certification (e.g., CFA or CAIA ), and 5 years of professional investment experiencePreferred QualificationsCompletion of a bachelor’s degree in accounting, business administration or related field with professional experience in accounting, finance, or investment managementCompletion of a graduate degree in economics, business, or lawExtensive experience sourcing, underwriting, and monitoring investments within private equity, venture capital, real estate, public equity, and hedge fund partnerships globallyExperience serving on limited partner advisory committeesExperience with Burgiss Private i or other private capital softwarePosition Summary The Director of UGA Foundation Investments holds an integral role within the investment team at the University of Georgia Foundation, including thorough evaluation and monitoring of investments, financial modeling, review of relevant research and security-specific documentation (including regulatory filings, private placement memorandums, limited partnership agreements and other due diligence materials) and preparing Investment Committee memorandums and updates related to the investment portfolio.Knowledge, Skills, Abilities and/or CompetenciesAbility to interpret investment statistics, K-1 reports, corporate financial reports, and analytical investment dataFluency in investment accounting and investment languageAbility to communicate effectively, both orally and in writingAbility to prioritize and handle multiple projects simultaneouslyAbility to analyze and synthesize information, set priorities, and meet deadlinesAbility to work independently and as part of a teamExcellent organizational skills and attention to detailEthical, mature individual who will exercise discretion regarding sensitive and confidential informationSolid knowledge of database management and spreadsheet softwareFluency in preparation of graphs/chartsAdditional Division Expectations:Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.Physical DemandsWork in a standard office environmentTravel in and out of state, if necessaryWork nights and weekends as necessaryWork using electronic mail, telephone, face-to-face discussions, paper form correspondenceCommunicate effectively in writing, speaking, and listeningOrganize and establish priorities; Remember detail; Multi-taskLift and/or move up to 10 poundsWalk, stand, stoop, lift, kneel, climbIs driving a responsibility of this position? YesIs this a Position of Trust? YesDoes this position have operation, access, or control of financial resources? YesDoes this position require a P-Card? NoIs having a P-Card an essential function of this position? NoDoes this position have direct interaction or care of children under the age of 18 or direct patient care? NoDoes this position have Security Access YesCredit and P-Card policy Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website.Background Investigation Policy Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website.Duties/ResponsibilitiesSourcing InvestmentsMaintain an active network of high quality Limited and General Partner investors globally.Creatively develop other pipelines of information to proactively identify potential new investment opportunities.Develop relationships with “hard to access” investment managers and communicate the UGA Foundations’ mission to these attractive partners.Attend industry conferences to expand the network of managers and peers.Percentage of time 25Duties/ResponsibilitiesUnderwriting InvestmentsConduct comprehensive manager due diligence including onsite meetings globally, performance benchmarking, reference calls, and review documentation (private placement memorandums, limited partnership agreements, regulatory filings, and other due diligence materials).Identify and communicate key investment assumptions, drivers to returns, risks, and merit for inclusion into the portfolio.Percentage of time 25Duties/ResponsibilitiesMonitoring InvestmentsParticipate in investment manager annual meetings, investor calls, on/off-site due diligence and information gathering sessions and prepare written documentation of meetings for investment and auditing purposes.Ensure thesis for investment is maintained and communicates findings with broader team.Maintain proprietary databases, including pro-forma commitment pacing schedules, historical contribution/distribution analysis, manager asset mix, manager contacts, anticipated fundraising, movements of personnel and historical performance.Percentage of time 25Duties/ResponsibilitiesCommunicationsPrepare written recommendations to the Board of Trustee Investment Committee on investment manager opportunities for both public and private markets after building consensus with investment staff and investment consultant.Other ad hoc reporting and communications related to investments and finance as needed by the Foundation’s Chief Investment Officer.Percentage of time 15Duties/ResponsibilitiesJunior staff developmentHelp develop junior staff, interns and provide backup support to the Investment Operations staff.Percentage of time 10Contact InformationRecruitment Contact Contact DetailsFor questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below. Recruitment Contact Name Development & Alumni Relations’ Office of Talent ManagementRecruitment Contact Email Contact PhonePosting Specific QuestionsRequired fields are indicated with an asterisk (*).How did you hear about this employment opportunity?Chronicle of Higher EducationDAR Careers HandshakeInsight Into DiversityInside Higher EdLinkedInUGAJobs (UGA's job board)Other (please provide name of source)Applicant DocumentsRequired DocumentsResume/CVCover LetterOptional Documents #J-18808-Ljbffr

Created: 2025-09-28