The hire follows a search from last year as the institute’s previous cio left to focus on their board of directors roles, teaching and philanthropic endeavors.
The wealth management firm is acquiring an investment manager based on the West coast along with its advisory team as part of its strategic growth plan of enhancing its research and investment talent.
The analyst will assist in all stages of the university’s investment process, including sourcing, origination, due diligence, implementation of investment opportunities, monitoring and portfolio management.
The institution is looking for a program and associated vendor to deliver technical training, peer-based learning and enhanced networking for its portfolio designed support early-stage startups in emerging markets.
The position is responsible for driving commercial development in the market and is the latest hire in the firm’s strategic growth plan to expand its footprint in the Americas.
A new piece of legislation was introduced to raise the excise tax levied on annual private university endowment profits to ensure the portfolios are used to “benefit students and academic programs.”
The university swapped domestic equity managers within its endowment and liquidity pool while also adding real assets and diversifying strategy investments at a recent investment committee meeting.
The fund is seeking a firm to provide services for its long-term investment pool to compare the offerings of other firms as it has utilized the same advisor for the last two decades.