Director-Strategic Investments

Location Address: 9521 San Mateo NE, Albuquerque, New Mexico , United States of America

Summary: This position is responsible for $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, preserve real value, and collaborate within Treasury and Presbyterian Healthcare. This role involves strategic decision-making, conducting due diligence, managing relationships with external managers, and ensuring alignment with organizational objectives.

• Investment Research and Due Diligence:
  Underwrite new and existing investment managers. Evaluate potential portfolio investment opportunities through market research and financial analysis. Internalize portions of the independent investment advisor role.
• Portfolio Management:
  Oversee public equity, hedge fund, fixed income, private credit, real assets, and alternative investment portfolios across stand alone and unitized accounts. Develop and implement investment strategies, monitor and scorecard performance, and recommend corrective actions as needed.
• Risk Management:
  
  Identify, evaluate, and prioritize risk exposure mitigations. Implement investment policies and procedures that incorporate sound principles appropriate to the investment portfolio. 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 other internal and external stakeholders. Manage KYC, capital calls, and disbursements.
• Treasury
  
  Collaboration:
  
  PHS Treasury is one team and share organizational objectives. Support the operations and banking teams. Backup cash and liquidity functions, and special projects as needed. Review of service providers, adoption of appropriate technology, and performance benchmarking.

• Education:
  
  Bachelor's degree in finance, economics, or a related field. Advanced degrees (MBA, CFA, CAIA) are preferred.
• Experience:
  
  Minimum of 7 years of experience in portfolio management, investment consulting, pension or related fields. Proven track record of successful investment management and positive alpha versus appropriate benchmarks.
• Skills:
  
  Strong financial modeling, communications, analytical skills, project management experience, technology and automation saavy, and expertise in Microsoft Office Suite and Bloomberg.
• 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 grow professional relationships.

Benefits are effective day-one (for .45 FTE and above) and include:

• 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 reflects the dedication of many people who have contributed to its growth over the years, from its origins as a small tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans.

New Mexico's unique blend of Spanish, Mexican and Native American influences contributes to a culturally rich lifestyle. Albuquerque offers attractions such as the International Balloon Fiesta, Los Alamos’ scientific heritage, Roswell’s visitors from outer space, and Santa Fe’s arts scene.

Cities in New Mexico are often ranked among the nation’s best places to work and live. The state offers recreational opportunities for hiking, golfing, biking, skiing, snowboarding and boating.

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.