Summary
The Investment Team for the Texas A&M Foundation advances Texas A&M University by maintaining the spending power of the Foundation’s long-term asset base through balanced strategy actively focused on
the preservation and growth of capital. The Assistant Director of Investments plays an integral role in the investment decision-making process assisting with the execution of investment strategies,
monitoring risk and compliance, and developing portfolio analytics. This investment professional helps evaluate investment managers, formulate recommendations, and prepare presentations for investment
policies, strategies, and objectives for the Chief Investment Officer, CEO, and the Investment Committee of the Texas A&M Foundation Board of Trustees.

Essential Functions & Major Responsibilities
Long-Term Investment Strategy
 - Work with the Chief Investment Officer (CIO) in designing and executing long-term investment policy, strategic objectives, portfolio construction, strategy and guidelines and investment manager selections and due diligence to build a fully integrated portfolio - a portfolio that is well diversified, leverages sophisticated construction, and incorporates collaborative decision making.
- Enable a balanced, and globally diversified portfolio that extends beyond the traditional asset allocation focus, inclusive of more tactical execution elements of portfolio construction and risk management by incorporating diversification by geography, investment style, market size, etc. as
well as standard and non-standard risk factor assessments.
- Assist in performing analysis and generating recommendations concerning engaging and terminating the appropriate use of investment consultants, custodians, managers, and other outside resources.
- Participate, and lead where appropriate, in the selection process of investment managers, custodians, and other experts across the portfolio and within specialized asset classes, identifying, meeting, and evaluating each to make recommendations to the CIO and Investment
Committee according to the Aggie Way investment philosophies.
- Negotiate contracts with selected managers, working with legal counsel.
- Assist in developing methodologies for identifying, measuring and mitigating risk exposures related to investment process and manager specific activities.

Reporting & Compliance
- Develop and prepare investment reporting protocols.
- Monitor, assess and report on performance measurement, in compliance with accepted industry standards, and attribution analysis of investments.
- Prepare reports and presentations on the performance and risk exposures of the funds and asset classes including preparations for quarterly Board meetings and monthly investment committee calls. Monitor the portfolio of existing investments to ensure compliance with the terms of the agreement, as well as other contracts and expectations and analyzing the performance of existing investments.
- Actively monitor portfolio risk and exposures, make recommendations on changes.
- Stay abreast of domestic and international economic and market trends in order to evaluate investment opportunities and recommend changes as appropriate.

Relational and Collaborative Engagement
- Attend suitable training, relevant conferences and educational sessions to gain exposure to market insights and develop industry awareness through networking with peers.
- Develop and maintain strong working relationships within the Foundation and across the investment industry focused on leveraging, building, and maintaining strong working relationships to increase investment performance and knowledge sharing across the
stakeholder base.
- Build long-lasting relationships with principled partners as an effective way to access best ideas and opportunities as well as an efficient means of extending the investment team’s resources well-beyond College Station.
- Foster a positive, respectful work environment reflective of the Foundation’s core beliefs and Aggie Core Values to create a team culture of engagement, empowerment, and accountability.
- Collaborate with Marketing & Communications team in developing and implementing a shareholder engagement strategy.

Contact Sean Myers Managing Partner at Boyden.

smyers@boyden.com