Investment Strategies Director
Full-Time
Based in Irvine California, under the direction of the Chief Investment Officer (CIO), the Director, Investment Strategies is responsible for broad asset class investments including developing and recommending investment structure and policy, monitoring managers, and implementing Investment Board approved plans on a risk-relative basis to attain portfolio-optimization. With the long-term financial health of the tribal nation in mind, the Director, Investment Strategies works closely with the CIO to implement a portfolio across traditional and alternative asset classes, helping to manage investment team members. This position also manages, implements, maintains and explains strategies, and readily addresses a wide range of markets and issues.
Essential Duties & Responsibilities
1. Sources and leads relationships with top investment managers across all private and public investment categories. Leverages network of relationships with investment managers and peers. Collaborates closely with advisory resources including ex-officios and consultants.
2. Leads and manages portfolio construction for asset categories, recommending complementary investment managers and sizing allocations to help manage risk and generate returns.
3. Helps manage relationships with the Investment Board, refining materials and messaging to communicate key information. Participates in presentations and discussions to arrive at decisions and continue to move the strategy towards the objectives.
4. Performs other duties as assigned to support the efficient operation of the department and assumes other responsibilities, duties, tasks and assignments that contribute to the mitigation or response to any public health emergency.
Supervisory Responsibilities
Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring and training employees; planning, assigning reviewing and directing work; evaluating and appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Makes hiring decisions and designs individual development plans with succession planning in mind for all key roles.
Education/Experience/Qualifications
Master’s degree in Business Administration (MBA), Financial Engineering (MFE), Finance or related field is required.
Minimum of ten (10) years of institutional investment experience including seven (7) years helping to implement sophisticated portfolios and strategies for institutional assets required.
Minimum of seven (7) of experience managing functions, teams or departments required.
Demonstrated multi-asset class expertise is required.
Related, relevant, and/or direct experience may be considered in lieu of minimum educational requirements indicated above.
Strong analytical skills for any needed research, written proposals, specifications, strategy details, and documented assumptions required.
Ability to communicate concepts in a manner that is understandable to anyone with minimal background in finance required.
Ability to review, analyze and recommend investments across traditional and alternative asset classes required.
Prior experience in preparing written reports and presentations to senior leadership and investment committees required.
Prior experience with negotiations, contract development, and due diligence required.
Certificates/Licenses/Registrations
At the discretion of the San Manuel Tribal Gaming Commission, you may be required to obtain and maintain a gaming license.
A qualified candidate/employee must have a valid driver’s license with an acceptable driving record as determined by the company’s insurance carrier.
As a condition of employment with the San Manuel Band of Mission Indians Investment Strategies department, incumbents are required to undergo and successfully pass pre-employment and annual post-employment background investigation including, but not limited to, Live-Scan fingerprinting, drug screening and criminal history background check.
Professional certification such as a Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) is preferred.
San Manuel Band of Mission Indians will make reasonable accommodations in compliance with applicable law.
As one of the largest private employers in the Inland Empire, San Manuel deeply cares about the future, growth and well-being of its employees. Join our team today!
San Manuel Band of Mission Indians
The San Manuel Band of Mission Indians is a federally-recognized Indian tribe located on the San Manuel Indian Reservation near Highland, California. San Manuel exercises its inherent sovereign right of self-governance and provides essential services for its citizens by building infrastructure, maintaining civil services, and promoting social, economic, and cultural development.
The Serrano people of San Manuel have called this area home since time immemorial and are committed to remaining a productive partner in the San Bernardino region. The Reservation, once only 640 acres, is now over 1,100 acres in size.
The call of Yawa’ – to act upon one’s beliefs – inspires the Tribe to give back to the areas they call home and support organizations working to create a better tomorrow in the Inland Empire and Indian Country.
Our support is directed to organizations providing services in San Bernardino and Riverside counties, including:
- 501(c)(3) nonprofit organizations
- Public schools
- Private schools
- Charter schools, and
- Local government agencies
The Tribe also operates Yaamava' Resort & Casino at San Manuel (formerly known as San Manuel Casino®), the Palms Casino Resort, as well as other enterprises.
We value our employees and offer a comprehensive Benefits Program
Our team members enjoy a competitive base salary, an annual discretionary performance bonus, and an annual merit increase as part of our total rewards package. Additionally, San Manuel supports team members' financial health through 401(k) retirement savings plans that offer a 2% core discretionary contribution and matching, and a host of other services - from discounts to tuition assistance.
