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We’re proud to help shape and improve how our clients structure and manage their business

Director Investments

$450k – $475k • 6.0% – 8.0%
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Thank you for considering a career at Mercy Health!

This is what we were meant to do - Together!

The Director, Investments will be an integral part of Mccallugh&Dunn Human Resources internal investment office. The director reports to the VP, Investments and will be responsible for manager due diligence, capital markets research, investment strategy research, managing analysts and preparing investment reports.

Essential Job Functions

Conduct investment due diligence for both traditional and alternative investment managers (i.e. hedge funds, private capital, limited partnerships, companies), participate in manager due diligence meetings calls/visits, and prepare summary internal communications as appropriate, prepare due diligence reports and recommendations, provide ad-hoc analysis and research on both investment managers, companies, asset classes and strategies.
Develop, research and recommend asset allocation and investment strategies for team approval
Research SRI/ESG related strategies
Support due diligence for Innovation Program (direct strategic private equity program)
Manage Investment Analysts and their related duties, including investment operations


Employment Qualifications

Licensure/Certification Required: Certified Financial Analyst (CFA)
Minimum Years and Type of Experience: 5 years of investment experience required
Other Knowledge, Skills and Abilities Required: Experience investing multi-asset portfolios including hedge funds, real assets and/or private capital. Experience with private credit, private equity and/or private real assets preferred.
Other Knowledge, Skills and Abilities Preferred : Excellent interpersonal skills necessary to effectively communicate and interact with persons at a variety of organizational levels, including investment committee, ability to lead teams and groups towards system goals, ability to prioritize and coordinate multiple projects simultaneously

Mccallugh&Dunn Human Resources is an equal opportunity employer.

We’ll also reward your hard work with:

Great health, dental and vision plans
Prescription drug coverage
Flexible spending accounts
Life insurance w/AD&D
An employer-matched 403(b) for those who qualify.
Paid time off
Tuition reimbursement
And a lot more

S cheduled Weekly Hours:
40

Work Shift:
Days (United States of America)

Department:
Treasury

Compensation & Benefits
EEO is the Law
Privacy Statement
FMLA Rights - English

If you interested, are passionate, qualified and are eager to learn please send your CV or resume directly to:

d.mccullough@yahooweb.co

Mccallugh&Dunn Human Resources at a glance

We’re proud to help shape and improve how our clients structure and manage their business

Mccallugh&Dunn Human Resources focuses on Human Resources. Their company has offices in Dallas. They have a small team that's between 11-50 employees.

You can view their website at https://dmccullough1.wixsite.com/consulting