Job Description
Plays a critical role within Northwell’s Investment Office, working closely with the Investment Committee and external consultants. This position leads investment strategies for a specific asset class, overseeing governance, due diligence, portfolio construction, monitoring, and performance reporting. This role includes presenting fund recommendations to Trustees and senior management, ensuring Northwell’s portfolios meet or exceed policy benchmarks, and cultivating strong relationships with internal and external stakeholders.
Job Responsibility
1.Lead and define annual investment strategies, acting as the primary portfolio manager for a specific asset class.
2.Conduct comprehensive manager due diligence, providing recommendations on fund changes and presenting fund and co-investment proposals to Trustees and senior management.
3.Monitor portfolio exposures and risks, staying current with specific asset class markets.
4.Present detailed quarterly performance results to the Investment Office and Committee, and annual investment strategies to the Sub-Committee.
5.Negotiate complex investment management agreements, guidelines, amendments, and fee structures to optimize portfolio performance.
6.Establish credibility and foster effective working relationships with the asset class Sub-Committee, colleagues, and external managers.
7.Develop and mentor in-house talent.
8.Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Skills:
Job Qualification
•Master of Business Administration (MBA) in Finance, Economic, Business Administration, or a related field, or equivalent combination of education and related experience required.
•Chartered Financial Analyst (CFA) designation preferred.
•10 or more years of progressive experience in large fund investment management, with a focus on reviewing investments for specific asset classes. Has existing working relationships with strong performing funds.
•Healthcare, endowment or foundation experience preferred.
•7 or more years leadership/management experience preferred.
•Deep knowledge of modern portfolio strategy, risk management, performance attribution, valuation, critical success factors for asset class managers, and macro drivers influencing the asset class.
•Strong analytical skills & attention to detail, including proficiency with advanced Excel or other financial analysis tools.
•Strong verbal and written communication skills, with demonstrated boardroom presence. Proficient in active listening, with ability to cultivate collaborative partnerships.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member’s base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $205200.00-$359100.00/year.
Salary ranges shown on third-party job sites may not accurately reflect ranges provided by Northwell Health. Candidates should check Northwell Health Careers for accurate information and discuss salary/hourly details and our comprehensive benefits with a recruiter, if selected for an interview.
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