Sys Manager Investments
Company: Dignity Health
Location: San Francisco
Posted on: January 27, 2023
Job Description:
Overview Dignity Health one of the nations largest health care
systems is a 22-state network of more than 9000 physicians 63000
employees and 400 care centers including hospitals urgent and
occupational care imaging and surgery centers home health and
primary care clinics. Headquartered in San Francisco Dignity Health
is dedicated to providing compassionate high-quality and affordable
patient-centered care with special attention to the poor and
underserved. In FY17 Dignity Health provided $2.6 billion in
charitable care and community services. For more information please
visit our website at www.dignityhealth.org. You can also follow us
on Twitter and Facebook.ResponsibilitiesJob Summary / PurposeThe
CommonSpirit Health System Manager, Investments is responsible for
identifying, sourcing, evaluating, selecting, and monitoring
differentiated investment strategies and investment managers
globally with increased responsibilities within the public equity
asset class. The System Manager participates in sourcing,
researching, presenting, discussing, and maintaining independent
due diligence on investment managers. The System Manager also
collaborates on framing and recommending asset class strategies,
including portfolio construction as well as themes and/or tactical
positioning taking into account the overall strategy and
constraints for each pool of capital, working with more senior
members of the investment team and the team broadly. As a member of
the investment team, the System Manager is responsible for
providing backup diligence, analysis, coverage, and investment
opinions for select managers across asset classes as requested and
appropriate. -Responsibilities
- Manager Selection Source, identify, evaluate, recommend, and
monitor investment managers in collaboration with the asset class
head, with the objective of delivering diversified sources of
portfolio alpha and strong risk-adjusted returns. Conduct and
collaborate on periodic asset class and portfolio reviews and
assess individual managers within an asset class, evaluate
portfolio strategies, and help prioritize manager research efforts
to continue to learn from experience, increase team understanding
and engagement, and continuously strive for better performance.
Help ensure thoughtful and cost-aware terms are negotiated with
external investment managers and monitor agreed-upon financial
arrangements.
- Asset Allocation Collaborate with more senior investment team
members to help frame, evaluate, and recommend asset class
strategies, taking into account the overall strategy and
constraints for each pool of capital as well as broader portfolio
attributes. Support and present asset class reviews, presentations,
and own recommendations and analyses at regular internal investment
committee meetings. Demonstrate, instill and help develop
portfolio-level awareness and perspective within the investment
team, in addition to asset class and manager expertise.
- Leadership Oversee, train, and mentor junior team members as
requested. Help recruit, develop and retain first-rate investment
talent and foster a team-oriented culture of intellectual
curiosity, analytical rigor, and creativity. Develop and cultivate
strong, positive working relationships with other members of the
investment team. Prepare, discuss and engage on topics and managers
as a thoughtful voting member of the Internal Investment Committee.
Conduct research and analysis on a wide variety of evolving
strategic investment topics and handle ad hoc projects, analyses,
presentations and reports. Partner effectively with risk management
on developing and utilizing tools to assist with asset class and
manager analysis. Maintain and enhance CommonSpirit Healths
reputation externally as a thoughtful, leading socially responsible
investment program. Actively participate in related committees such
as the Defined Contributions Plans Investment Committee, as
requested. Collaborate with other team members to develop portfolio
analytics, attribution analyses, risk management and performance
measurement as needed.
- Communication Review and lead discussion on managers and
strategies. Document, present, discuss, and evaluate investment
ideas, research, recommendations, and opinions on managers and
asset classes as a collaborative team member. Maintain knowledge of
notable manager-related issues and topics as well as current events
and trends affecting markets and the economy, and engage with
investment team on implications for investment performance and
strategy. Communicate and partner effectively with the CIO and SVP,
Treasury & Investments including on a mix of strategic and tactical
issues. Prepare materials and present on an asset class and/or
other investment topics as requested to the BOST Investment
Committee. Serve as a voting member of the decision-making internal
Investment Committee for manger decisions across asset
classes.QualificationsMinimum QualificationsRequired Education and
Experience -
- Minimum 5+ years related experience in an investment management
firm, outsourced CIO firm, large nonprofit (e.g. healthcare,
endowment, foundation), corporate/public pension fund or family
office, with substantial experience in evaluating external
investment managers, including quantitative and qualitative
analysis and experience drafting thoughtful and detailed investment
recommendations.
- Significant direct investment and due diligence experience in
one or more specific asset classes with decision-making
responsibility required.
- Advanced skills in Google suite preferred.
- Bachelors degree. Graduate degree and/or CFA preferred.Required
Minimum Knowledge, Skills, Abilities and TrainingProven capacity to
work with and understand the investing dynamics at investment
managers; strong interest in, and knowledge of, finance. Has
passion for investing and an ability and willingness to work across
asset classes.Facile ability to evaluate and synthesize
quantitative and qualitative data, including ability to build and
maintain complex financial and forecasting models as well as deep
statistical analysis capability.Substantial experience analyzing
and investing in relevant asset structures and strategies, as well
as an understanding of asset allocation strategies in specific
asset classes. - -High ethical and professional standards including
a genuine interest in the values of CommonSpirit Health and in
socially responsible, ESG, and impact investing.Deep intellectual
curiosity and critical reasoning skills with sound judgement and
capacity to ask insightful questions.Motivated self-starter and
problem-solver with a demonstrated track record of producing high
quality deliverables on tight deadlines. -Collegial and
collaborative attitude; able to work effectively in a diverse team
and in a team-oriented culture. -Clear ability and willingness to
juggle multiple tasks, respond to changing priorities, and
contribute to areas beyond the direct scope of responsibilities.
-Strong interpersonal, verbal, and written communication
skills.Meticulous attention to detail and superior organizational
skills.Robust understanding of appropriate fiduciary controls,
compliance and internal controls, and oversight.Deep knowledge and
understanding of the role of risk, uncertainty, and probabilities
in investing and portfolio construction.
-#LI-CHI#missioncritical#LI-Remote
Keywords: Dignity Health, San Francisco , Sys Manager Investments, Accounting, Auditing , San Francisco, California
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