The foundation issued an RFP in the fourth quarter of 2024 as it sought a discretionary firm that could help align its investments with its mission.
The mission-driven venture firm has hired an associate investor to help source, underwrite and back early-stage founders building financial technology and healthcare companies.
The foundation is seeking a director to assist with evaluating and monitoring its investments and financial modeling after an investment staffer left this summer to join a healthcare system in the Northeast.
The analyst will focus on quantitative and qualitative analysis and evaluation of investment managers.
The university’s previous finance head departed after nearly a decade of service.
The analyst will assist with sourcing, evaluating and monitoring external managers in addition to contributing to asset allocation, portfolio construction and risk management decisions.
The associate will assist with accounting, tax and performing processes, reconciliation of accounting and performance data, cash management processes and preparing reports.
A foundation affiliated with a Midwestern state government has started a new endowment to support public parks.
Archer serves as v.p. and cfo at the Lumina Foundation and directs the investment strategies for its approximately $1.4 billion endowment.
The associate will conduct comprehensive operational assessments of current and prospective investment managers across asset classes.