SHIFT:

Seeking Breakthrough Makers

Children's Hospital of Philadelphia (CHOP) offers countless ways to change lives. Our diverse community of more than 20,000 Breakthrough Makers will inspire you to pursue passions, develop expertise, and drive innovation.

At CHOP, your experience is valued; your voice is heard; and your contributions make a difference for patients and families. Join us as we build on our promise to advance pediatric care-and your career.

CHOP's Commitment to Diversity, Equity, and Inclusion

CHOP is committed to building an inclusive culture where employees feel a sense of belonging, connection, and community within their workplace. We are a team dedicated to fostering an environment that allows for all to be their authentic selves. We are focused on attracting, cultivating, and retaining diverse talent who can help us deliver on our mission to be a world leader in the advancement of healthcare for children.

We strongly encourage all candidates of diverse backgrounds and lived experiences to apply.


A Brief Overview
Children's Hospital of Philadelphia (CHOP) is the nation's first hospital devoted exclusively to the care of children. Since our start in 1855, CHOP has been the birthplace for countless breakthroughs and dramatic firsts in pediatric medicine. Built on a foundation of delivering safe, high-quality, family-centered care, the Hospital has fostered medical discoveries and innovations that have improved pediatric healthcare and saved countless children's lives. Today, families facing complex conditions come to CHOP from all over the world, and our compassionate care and innovation has repeatedly earned us a spot on the U.S. News & World Report's Honor Roll of the nation's best children's hospitals.

CHOP is looking for a Senior Director Investment Generalist to join the Investment Office. Responsible for managing the Hospital's approximately $4.0 billion endowment, the Investment Office is comprised of a small team that has a large impact on CHOP's long-term mission. Reporting directly to the VP Investment Generalist, the Senior Director Investment Generalist will play a pivotal role in overseeing the management and growth of the endowment. This is a generalist position that requires expertise across all asset classes, including public and private investments. In addition to driving investment performance, the Senior Director Investment Generalist will be responsible for cultivating a high-performing team by recruiting, managing, training, and mentoring junior-level investment personnel. The Investment Office is looking for a dynamic leader with exceptional people management skills and a proven track record in investment management. The position requires outstanding written and verbal communication skills, including the ability to present information clearly and concisely to a variety of audiences. The ideal candidate will also have strong alignment with CHOP's ICARE (Integrity/Compassion/Accountability/Respect/Excellence) values.


What you will do

Working closely with the VP Investment Generalist, and in collaboration with all members of the Investment Team, the Senior Director Investment Generalist will:

• Support the management of the endowment's investment portfolio across various asset classes, including equities, fixed income, real estate, private equity/venture capital, and alternative investments.
• Monitor existing investments via periodic update meetings and calls with managers, reviewing performance reports, quarterly letters, and all other manager correspondence.
• Document manager due diligence and prepare investment memoranda.
• Help develop and implement infrastructure and processes that align with the needs of the Investment Office.
• Conduct in-depth research and analysis to identify investment opportunities and assess market trends and risks.
• Monitor portfolio performance and assist with strategic adjustments as needed to optimize returns and manage risk.
• Collaborate with the investment operations team to ensure timely and accurate reporting of investment activities and performance metrics.
• Assist in the recruitment, hiring, and development of junior-level investment personnel, providing guidance, training, and mentorship to foster their professional growth.
• Communicate effectively with internal and external stakeholders, including investment managers, consultants, and other partners.
• Provide updates on investment performance, strategy, and market outlook to colleagues and stakeholders as needed.
• Stay abreast of industry developments, regulatory changes, and emerging trends to inform investment decisions and best practices.
• Meet the leadership expectations of the Senior Director role at CHOP.
• Other duties as assigned by the Chief Investment Officer and VP Investment Generalist.

Other:

• Attend select manager meetings, conferences, and industry events. Extensive travel is expected.
• Contribute proactively to recommendations for new workflows, analytics, diligence procedures, controls, and reporting outputs that enhance the overall efficacy and efficiency of the team's investment underwriting, operations, and decision making.
• Contribute to a culture of intellectual curiosity and analytical rigor.

Education Qualifications

• Bachelor's Degree Required
• Master's Degree Finance or similar field of study. Preferred

Experience Qualifications

• At least ten (10) years Of experience in evaluating investment opportunities at a high-performance investment organization; at least five years (5) focused on private equity manager selection; due diligence experience with both public and private investments Required
• Investment management experience at a $2 billion plus Endowment, Foundation, or Family Office Preferred

Skills and Abilities

• Outstanding written and verbal communication, as well as presentation skills. (Required proficiency)
• Organized, professional, and detail-oriented, with the ability to manage multiple assignments efficiently and effectively. (Required proficiency)
• Exceptional management skills and a proven track record of successfully managing junior investment team members. (Required proficiency)
• Industry expertise in and knowledge of the manager landscapes across asset classes including public equity, fixed income, hedge funds, real estate, venture and growth capital, and leveraged buyouts. (Required proficiency)
• Demonstrated quantitative and qualitative analytical skills, including proficiency in performance analytics. (Required proficiency)
• Ability to identify potential conflicts of interest or other concerns and apply good judgement in all dealings, situations, and interactions. (Required proficiency)
• Ability to develop a view for or against a particular manager/fund. (Required proficiency)
• Intellectual honesty and integrity. (Required proficiency)
• Team-oriented approach and strong interpersonal skills. History of building and fostering trusting, sustainable relationships with key stakeholders. Able to collaborate and partner with other subject matter experts and business leaders. (Required proficiency)
• Self-motivated, resourceful, and independent; can develop project plans, adapt to a dynamic environment, provide updates, and execute on time without detailed guidance. (Required proficiency)
• Practical in approach - has a natural orientation to getting things accomplished quickly in a high-quality way and maximizes results with available resources, while being able to follow procedures and compliance requirements. (Required proficiency)
• Demonstrated success collaborating as part of a diverse and high-performing team and with other diverse departments. (Required proficiency)
• Transparent and able to provide and incorporate feedback constructively into personal performance in real time. (Required proficiency)
• Advanced Excel and modeling skills with competence across the Microsoft Office Suite. (Required proficiency)

Licenses and Certifications

• Chartered Financial Analyst (CFA) - Chartered Financial Analyst Institute (CFA) - - Preferred
• Chartered Alternative Investment Analyst (CAIA) Certification - Chartered Alternative Investment Analyst Association(CAIA) - - Preferred

To carry out its mission, CHOP is committed to supporting the health of our patients, families, workforce, and global community. As a condition of employment, CHOP employees who work in patient care buildings or who have patient facing responsibilities must be fully vaccinated against COVID-19 and receive an annual influenza vaccine. Learn more.

Employees may request exemptions for valid religious and medical reasons. Start dates may be delayed until candidates are immunized or exemption requests are reviewed.

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