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Investment Strategist

Company Name:
Yale New Haven Health
The Investment Strategist is responsible for identifying, researching, evaluating, and selecting investment managers to manage portions of the System's investment portfolio. In addition, this
position
is responsible for tracking, analyzing, evaluating and reporting on investment performance, reasons for over- under-performance, and investment risks taken by within the portfolios.
Develops recommendations to Investment Trust & Administration Committee for asset allocation, new investment managers, and new asset
classes
; designs process for tracking and quantifying investment risk; increases return on assets.
Investment decision making integrates knowledge of capital markets, asset classes, asset allocation,
manager
choice, and risk/return analysis.
Responsibilities include but not limited to:
Identify potential managers for addition to investment portfolio through research, conference attendance, and industry contacts
Develop a well conceived and academically supported investment strategy for each portfolio
Develop a selection process and evaluation criteria for all major asset classes
Create properly diversified portfolios of non-traditional assets such as hedge funds, real assets, and private equity
Conduct regular asset allocation studies and recommend changes to the asset allocation for each portfolio
Evaluate market trends for opportunities not yet considered
Develop and maintain the infrastructure to evaluate performance and the components of performance, identify risks within each portfolio and quantify the value those risks bring to the portfolio, track and evaluate potential managers, and provide timely and accurate reporting

REQUIREMENTS
MBA, CFA, or other, relevant post graduate education. Five years or more investment experience on the buy-side.
Excellent communications, interpersonal, coordinative, and organizational skills. Demonstrated knowledge of economics, finance, accounting, capital markets, and investment markets; proficient in MS Office; working knowledge of Bloomberg, Reuters or other capital market systems; disciplined thinker with strong conceptual abilities; articulate and skilled at presenting and defending ideas.
Must be a disciplined thinker with strong conceptual abilities, be able to articulate thoughts and skilled at presenting and defending his/her ideas. Preference will be given to candidates that have experience with hedge funds, absolute return, or other alternative asset classes.


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