Investment Expert

Role overview

Investment responsibilities

• Identify opportunities across fixed income, equities, real estate, private equity, and investment partnerships.
• Manage short-term investments while maintaining sufficient liquidity for university operations.
• Conduct financial analysis, feasibility studies, due diligence, and risk assessments.
• Recommend asset allocation, diversification, and portfolio rebalancing strategies.
• Monitor portfolio performance against targets and benchmarks and recommend corrective actions.
• Evaluate fund managers, investment advisors, and strategic partners.
• Establish investment policies and controls for governance, compliance, transparency, and capital protection.
• Present opportunities, performance results, and risk assessments to executive leadership and the Board of Trustees.
• Collaborate with finance, legal, strategy, and other functions to implement approved investments.
• Monitor markets and emerging opportunities and adjust recommendations proactively.

Minimum qualification

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 7–10 years of relevant experience in investment management or corporate finance.

Preferred qualification and experience

• A master's degree or CFA is preferred.
• Experience in institutional, endowment, sovereign, or university investment environments is advantageous.
• Demonstrated success developing profitable short- and long-term investment opportunities.
• Strong knowledge of investment instruments, portfolio management, financial modeling, risk management, and due diligence.
• Strong analytical, negotiation, communication, and stakeholder-management skills.
• Ability to present clear investment recommendations to executive leadership and governing bodies.

Compensation and posting details