Director-Strategic Investments at Presbyterian Healthcare Services

, , United States -

Full Time

Start Date

Immediate

Expiry Date

17 May, 26

Salary

0.0

Posted On

16 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Research, Due Diligence, Portfolio Management, Risk Management, Team Leadership, Treasury Collaboration, Financial Modeling, Analytical Skills, Project Management, Technology Savvy, Bloomberg, Microsoft Office Suite, Capital Calls, Performance Monitoring, Investment Strategy, External Manager Relationship Management

Industry

Hospitals and Health Care

Description

Location Address: 9521 San Mateo NE Albuquerque, NM 87113-2237 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. Job Description: • 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. Additional Job Description: • 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 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 About Us 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 is really the story of the remarkable people who have chosen to work here. Starting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. We are part of New Mexico's history - and committed to its future. That is why we will continue to work just as hard and care just as deeply to serve New Mexico for years to come. About New Mexico New Mexico's unique blend of Spanish, Mexican and Native American influences contribute to a culturally rich lifestyle. Add in Albuquerque's International Balloon Fiesta, Los Alamos' nuclear scientists, Roswell's visitors from outer space, and Santa Fe's artists, and you get an eclectic mix of people, places and experiences that make this state great. Cities in New Mexico are continually ranked among the nation's best places to work and live by Forbes magazine, Kiplinger's Personal Finance, and other corporate and government relocation managers like Worldwide ERC. New Mexico offers endless recreational opportunities to explore, and enjoy an active lifestyle. Venture off the beaten path, challenge your body in the elements, or open yourself up to the expansive sky. From hiking, golfing and biking to skiing, snowboarding and boating, it's all available among our beautiful wonders of the west. AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses. Here, we’re committed to a different way to make a difference. Presbyterian's story is really the story of the remarkable people who have chosen to work here. Starting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, nurses, employees, board members, and volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than one in three New Mexicans. We are part of New Mexico's history and committed to its future. That is why we will continue to work just as hard and care just as deeply to serve New Mexico for years to come. Connect with the Presbyterian Recruiting Team! FIRST, we want to make sure you’re in the right place. To provide you with the most accurate job recommendations and updates, please choose the appropriate Career Portal: For Physicians, Midlevel Providers and Advanced Practice Professionals, connect with us here: Provider Career Site For Nursing Professionals (LPN & RN), connect with us here: Nursing Career Site For All Other Career Types, please continue the sign up process on this page

Responsibilities

This role is responsible for managing $4.7B across various investment portfolios, aiming to generate top quartile risk-adjusted returns and preserve real value through strategic decision-making and due diligence. Key duties include overseeing public equity, hedge fund, fixed income, and alternative investments, while collaborating closely with Treasury and Presbyterian Healthcare teams.