The Associate Director will provide comprehensive analytical
support for investment portfolios, Treasury and investment projects
and Treasury operations. This position will be responsible for
modeling, forecasting and managing financial analyses for
investment portfolios including the working capital fund, staff
pension plan, post-retiree medical plan, charitable gift annuity
program, and charitable remainder trusts. Provides advanced
analytical support as needed in other units within FO&T and
across the University when complex model building and financial
advisory services are required. Continuous improvement of analyses,
models and other systems/tools will be required to enhance Treasury
operations, planning and return on the University's assets.
Proactively present relevant findings as well as summarize the
results and provide recommendations via reports designed for
presentation to Senior Leadership (up to and including the Board of
Trustees). Manage projects (and project teams) tasked with major
Treasury and other campus-wide initiatives. Provide backup support
to daily operations of cash management, cash flow forecasting and
Bachelor's Degree Finance, Accounting, Business or related
Master's Degree Masters or MBA in
7+ years treasury and/or investment experience.
7+ years relevant experience from a global corporation with
overseas sites, complex higher education institution, or other
global not-for-profit organization. Investment and treasury
operations experience, including 1-3 years knowledge of treasury
operations and wire transfers for a global organization preferred.
Experience with banks, investment providers, investment management
firms, retirement consultants, actuaries, accounts payables,
technology and accounting groups preferred.
Required Skills, Knowledge and Abilities:
Excellent financial analysis skills including experience with
investments and project management in a large corporate, bank,
and/or university setting. Capacity to think and act strategically.
Demonstrated leadership qualities. Ability to independently
prioritize workflow, request assistance from colleagues and
external partners and achieve on-time execution of deliverables.
Strong written/graphical and interpersonal and teaming
communication skills. Mastery of Excel, PowerPoint, and Word
environments. Demonstrated ability to confidently manage external
third parties. Ability to research, synthesize, report and
recommend solutions for complex financial problems.
Preferred Skills, Knowledge and Abilities:
Tableau programming and reporting
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