The Robert Toigo Foundation

Operations Manager & Investment Analysis – Public Assets

University of California Office of the President
January 24, 2019
Oakland, CA
Job Type


Operations Manager & Investment Analysis - Public Assets

University of California Office of the President

Requisition Number: 20190019

Appointment Type: Staff - Career

Personnel Program: MSP

Work Hours: Monday-Friday, 8:00-5:00

Percentage of Time: 100

Organizational Area: Office of the Chief Investment Officer

Location: Oakland, CA

Posting Salary: Commensurate with experience

Position Summary:

The Office of the Chief Investment Officer is responsible for managing the University of California's retirement, endowment, working capital, and cash assets under the policies, guidelines, and performance benchmarks established by the Regents. The mission of the Office is to implement those policies and guidelines by selecting, executing, and monitoring investment strategies designed to add value over the benchmarks within a risk-controlled framework.

The Office adheres to high ethical as well as professional standards in serving the investment management needs of its constituency and the Chief Investment Officer has full investment discretion while the Regents retain responsibility for Asset Allocation and Investment Guidelines.

The Operations Manager & Investment Analysis - Public Assets will report to the Chief Operating Officer and will work collaboratively with the Office and the Public Asset teams. The Office of the Chief Investment Officer seeks a Manager that is able to implement a well-organized, data and process driven, well controlled operational environment. An important job aspect for the Manager is the collaboration with the Chief Operating Officer and Director, Investment Transactions in building and executing the operational strategy to support both Public and Alternative Asset teams.

Special Conditions of Employment:

Other Special Conditions of Employment:

Successful completion of a background and credit check is required for this critical position.

Job Close Date:


Duty 1: A critical role of will be to support the Public Asset teams. Accountable for the investment operations of the entire Office, this includes investment accounting, settlement of security transactions, collection of investment income, gift processing, endowment and foundation matters, internal reports and Regents' reports of the portfolio holdings and transactions.

The position is expected to deliver high quality timely work output. The Manager is expected to be able to provide analysis and research as part of the operational due diligence and will clearly articulate findings and recommendations with the Chief Operating Officer and Managing Directors in a collaborative fashion.

Support data and other legal contract negotiations to ensure the Regent's policies are adhered to. Be able to provide comprehensive industry feedback and take the lead on vendor management for all operational and data contracts.


Percent: 30

Duty 2: Manages a series of key projects across Public Assets. In so doing, develops a strong project management culture to

Coordinate internal resources and third parties/vendors for execution of projects;

-Ensure that projects are delivered on-time, within scope and within budget;

-Assist in the definition of project scope and objectives, involving all stakeholders;

-Manage the development of detailed project plans to monitor and track progress; and

-Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques.


Percent: 20

Duty 3: In consultation with the Senior Managing Directors for Public Equity and Fixed Income, assist in the analyses, monitoring and oversight of external investment managers with the goal of maximizing risk/return and costs. Conducts comprehensive and ongoing due diligence of external managers of University investments. Monitor and evaluate the performance of existing managers through continuous review of portfolio analytics, manager meetings, and manager communications.

Monitors the risk factor exposures in Public Equities and Fixed Income on a regular basis.

Assist the Public Assets teams in working with external managers to share knowledge, source ideas, and identify new areas of joint investments for the public assets teams and broader UC Investments.

Implements and maintains operations of investment strategies across all of the public assets portfolios, as well as assuring that all aspects of each portfolio are in compliance with the investment policies and guidelines as approved by the Board of Regents, as well as standards required by the Senior Managing Director and Chief Investment Officer.

Work with internal and outsourced operations due diligence firms in vetting and improving operations of existing and potential managers.


Percent: 20

Duty 4: Support the Office of the CIO's sustainable investing framework on a core area of sustainability research (Carbon Risk/Climate Change, Corporate Governance, or Human Capital & Diversity).

Work closely with all the functions across the Office of the CIO in ensuring that sustainable investing is a core part of the investment decision making process.

Provide research assistance to the investment teams to facilitate engagement with companies and partners on a range of ESG issues.


Percent: 20

Duty 5: Ensures transactions meet the required general accepted accounting practices. Comply with all internal and external legal requirements and

Monitor and analyze accounting data and produce financial reports or statements;

-Establish and enforce proper accounting methods, policies and principles;

-Improve systems and procedures and initiate corrective actions;

-Coordinate and complete annual audits; and

-Meet financial accounting objectives.


Percent: 10

Job Requirements

Bachelor's degree in related area and a Master's degree and/or CFA Preferred; a minimum of eight (8) years of job related experience and/or equivalent experience/training.

Demonstrate proficiency at relationship management and the ability to build and utilize extensive personal network of industry contacts to share industry best practices. Excellent interpersonal skills as demonstrated by the ability to interact with others in a consistently positive manner, exercise discretion and tact, and gain consensus in an environment where others may have strongly conflicting ideas and goals.

Demonstrated sensitivity to and ability to identify critical information; the ability to quickly research and collect pertinent information, to integrate essential information, and use that information to define and test options and alternatives; as well as the demonstrated ability to develop recommendations and justification for the most productive course of action. This requires insightful and creative skill in reasoning and logic, and in quantitative analysis.

Excellent skills to work collaboratively and act persuasively in sensitive situations; skills in conflict management techniques.

Excellent verbal and written communication and presentation skills, including the demonstrated ability to articulate ideas and issues clearly, concisely, and persuasively to a variety of audiences and prepare and/or edit complex reports involving logical and quantitative analysis, so that it is clearly understandable by both technical and lay readers and effectively advances and justifies a specific proposal or set of recommendations.

Ability to be insightful and use creative skill to generate both qualitative and quantitative independent analysis. Plan and manage projects in their entirety and ensure they are delivered on time. Having the ability to know the right questions to ask both internally and externally to seek desired information or understanding.

Ability to clearly articulate investment process and results to the Chief Operating Officer in a timely fashion. Ability to independently prioritize multiple tasks.

Use good judgment when to seek advice or help from the Chief Operating Officer.

Demonstrate sound investment judgment.

-Ability to make decision with incomplete information.

-Ability to develop manage projects on time, scope and budget.

-Ability to demonstrate proficient operational skills

-Ability to develop recommendations and justification for the most productive course of action

Provide guidance and supervision to other team members. Work in a collaborative and consultative environment despite skills that would allow for independent decision making. Ability to know when to act independently on decisions and when to share and seek feedback as a team.

Work collaboratively across the Public Investment Team.

Delivered consistently strong performance in a similar organization or investment firm.


How to Apply

For complete job description and application instructions, visit:

About us

The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the corporate headquarters to the ten campuses, five medical centers and three Department of Energy National Labs and enrolls premier students from California, the nation and the world.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age or protected veteran status.

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