Vice President, Investments
Thomas Jefferson University
Center City, Philadelphia, PA
1d ago


The VP for Investments will represent the Investment Office for Thomas Jefferson University (TJU) and will report directly and work with the Chief Investment Officer and in managing the University’s $4.

0 B investment portfolio, $3.0B DC program and $2B debt portfolio. This role requires the ability to analyze and synthesize data, exercise independent judgment, build relationships, and create high quality deliverables.

The position will also serve as a part of a larger team encompassing the Treasury and Capital Management teams, in providing support as needed.

They will work on a total portfolio level and sub-portfolio level to report on performance, exposure measurement, performance attribution, liquidity monitoring, and statistical risk measurement.

They will provide oversight of the portfolio under CIO guidance to manage all operational responsibilities and develop best practices related to all operational functions.

They will also work with the CIO in overseeing the construction, issuance and monitoring of the University tax-exempt and taxable debt portfolio


  • Analyzes portfolio performance, risk factors & exposures, and cash flow projections
  • Participate in the implementation of new investment strategies
  • Conducts a project to evaluate available and appropriate off-the-shelf risk management systems, followed by implementation of the selected system and integration into the Investment Office processes
  • Establish debt compliance function
  • Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.

  • Support the CIO oversight of the portfolio and management of the Investment Office’s operations
  • Oversee portfolio reporting, including analytics, exposures, performance and attribution
  • Manage external vendor relationships (custody, brokerage, risk system, IT etc.)
  • Manage execution of investments, including trading, rebalancing, etc.
  • Support annual audit process and valuation of the portfolio
  • Work closely with our Finance colleagues within TJU
  • Continue refinement of investment documentation and knowledge management process
  • Work closely with consultants to coordinate and ensure accuracy of reporting
  • Lead the operational due diligence process for existing and prospective managers
  • Qualifications


    Bachelor’s Degree. Masters degree preferred.


    Preferred Licenses / certificates / registrations : CFA or CPA


  • Required Experience : Ten (10) years of experience in an investment or finance function; previous experience with trading, compliance and managing counterparty relationships;
  • previous exposure to traditional and alternative investment strategies


    Preferred Experience : Experience at a $1 billion plus Endowment, Foundation, or Family Office; experience leading the reporting, operations or middle office function at an asset management firm; community engagement

    Closing Statement

    Jefferson Health delivers state of the art healthcare services to patients throughout the Delaware Valley and southern New Jersey.

    Jefferson (Philadelphia University + Thomas Jefferson University) provides more than 8,400 students from nearly 40 states and 40 countries with 21st century professional education.

    Combined, we have over 30,000 employees.

    Jefferson Health, with 14 hospitals (seven are Magnet designated by the ANCC for nursing excellence) and 40+ outpatient and urgent care locations, offers a broad range of primary and complex, highly specialized care that touches the lives of more than four million patients annually.

  • U.S. News & World Report has ranked Thomas Jefferson University Hospital among the nation’s best in eight specialties. Jefferson Health also includes the NCI designated Sidney Kimmel Cancer Center;
  • it is one of only 70 such centers in the nation.

    Thomas Jefferson University has ten colleges and three schools that offer more than 160 undergraduate and graduate programs.

    Our University is dedicated to inter-professional and transdisciplinary approaches to learning that offer a vibrant and expandable platform for professional education.

    Through this unique model, we are preparing our students for current and yet to be imagined careers.

    As an employer, Jefferson maintains a commitment to provide equal access to employment. Jefferson values diversity and encourages applications from women, members of minority groups, LGBTQ individuals, disabled individuals

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