Director of Investments

Job Details

The Director of Investments is a senior member of the multi-asset team who serves as a high-performing generalist across public equity, public fixed income, and specializes in support of TJU's corporate venturing strategy. Reporting to the Chief Investment Officer and working closely with the Deputy CIO, Managing Director, Multi-Asset, and Managing Director, Jefferson Ventures, the Director helps shape the strategy for marketable assets, serves as the key analyst liaison to the public markets managers, and portfolio construction within the marketable portfolio, and contributes to total-portfolio asset allocation decisions.

In addition, the Director of Investments will be a critical contributor to the continued development and maturity of Jefferson's corporate venturing strategy including network development, end-to-end investment valuation, underwriting, structuring, and presentation for approval. The Director is responsible both for investment outcomes within marketable assets and for the development of investment professionals working in the Investment Office. The Director also leads the Office's engagement with external investment partners on the marketable side, under an extension-of-staff model in which the Office retains all decision-making authority and direct ownership of manager relationships.

The Director of Investments is a senior member of the multi-asset team who serves as a high-performing generalist across public equity, public fixed income, and specializes in support of TJU's corporate venturing strategy. Reporting to the Chief Investment Officer and working closely with the Deputy CIO, Managing Director, Multi-Asset, and Managing Director, Jefferson Ventures, the Director helps shape the strategy for marketable assets, serves as the key analyst liaison to the public markets managers, and portfolio construction within the marketable portfolio, and contributes to total-portfolio asset allocation decisions.

In addition, the Director of Investments will be a critical contributor to the continued development and maturity of Jefferson's corporate venturing strategy including network development, end-to-end investment valuation, underwriting, structuring, and presentation for approval. The Director is responsible both for investment outcomes within marketable assets and for the development of investment professionals working in the Investment Office. The Director also leads the Office's engagement with external investment partners on the marketable side, under an extension-of-staff model in which the Office retains all decision‑making authority and direct ownership of manager relationships.

• Partner with the Managing Director, Multi-Asset, Deputy CIO, and CIO on the investment strategy for the marketable portfolio, including target exposures across public equity and public fixed income.
• Lead portfolio construction within marketable assets, including manager sizing, concentration limits, factor exposures, liquidity, and risk budgeting, in coordination with the MD Multi-Asset.
• Contribute substantively to total portfolio asset allocation, capital markets assumptions, and rebalancing decisions.
• Develop and refine the framework for blending active, systematic, and passive implementation within marketable assets.

• Develop the firm's roster of marketable managers; lead diligence and recommendations on new commitments and material redemptions, with the MD Multi-Asset and CIO as final approvers.
• Maintain senior‑level relationships with portfolio managers, CIOs, and senior personnel at external manager firms.
• Serve as a senior representative of the Investment Office in major manager interactions, including allocation discussions and capacity negotiations.
• Oversee ongoing monitoring, including performance review, exposure analysis, risk reporting, and personnel / process change tracking.

• Contribute to investment recommendations and portfolio reviews for the Investment Committee and Board; present alongside or in support of the MD Multi‑Asset and CIO.
• Support…