The University of Georgia
Posting Information
Posting Number:
S14168P Working Title:
Director of UGA Foundation Investments Department:
DAR-UGAF Investments Posting Type:
External Retirement Plan:
TRS or ORP Employment Type:
Employee Benefits Eligibility:
Benefits Eligible Full/Part time:
Full Time Additional Schedule Information:
8:00am–5:00pm; Must be willing and able to work evenings or weekends as necessary Advertised Salary:
Commensurate qualifications and experience Posting Date:
09/23/2025 Open until filled:
Yes Proposed Starting Date:
12/01/2025 Location of Vacancy:
Athens Area Special Instructions to Applicants: This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position. EEO Policy Statement:
The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (hrweb@uga.edu). USG Core Values Statement:
The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct. Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https://www.usg.edu/policymanual/section6/C2653. Classification Title:
Investment Officer III FLSA:
Exempt FTE:
1.00 Minimum Qualifications:
Bachelor’s degree in a related field or equivalent, relevant certification (e.g., CFA or CAIA), and 5 years of professional investment experience Preferred Qualifications: Completion of a bachelor’s degree in accounting, business administration or related field with professional experience in accounting, finance, or investment management Completion of a graduate degree in economics, business, or law Extensive experience sourcing, underwriting, and monitoring investments within private equity, venture capital, real estate, public equity, and hedge fund partnerships globally Experience serving on limited partner advisory committees Experience with Burgiss Private i or other private capital software Position Summary:
The Director of UGA Foundation Investments holds an integral role within the investment team at the University of Georgia Foundation, including thorough evaluation and monitoring of investments, financial modeling, review of relevant research and security-specific documentation (including regulatory filings, private placement memorandums, limited partnership agreements and other due diligence materials) and preparing Investment Committee memorandums and updates related to the investment portfolio. Knowledge, Skills, Abilities and/or Competencies: Ability to interpret investment statistics, K-1 reports, corporate financial reports, and analytical investment data Fluency in investment accounting and investment language Ability to communicate effectively, both orally and in writing Ability to prioritize and handle multiple projects simultaneously Ability to analyze and synthesize information, set priorities, and meet deadlines Ability to work independently and as part of a team Excellent organizational skills and attention to detail Ethical, mature individual who will exercise discretion regarding sensitive and confidential information Solid knowledge of database management and spreadsheet software Fluency in preparation of graphs/charts Additional Division Expectations: Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment. Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation. Physical Demands: Work in a standard office environment Travel in and out of state, if necessary Work nights and weekends as necessary Work using electronic mail, telephone, face-to-face discussions, paper form correspondence Communicate effectively in writing, speaking, and listening Organize and establish priorities; Remember detail; Multi-task Lift and/or move up to 10 pounds Walk, stand, stoop, lift, kneel, climb Is driving a responsibility of this position?:
Yes Is this a Position of Trust?:
Yes Does this position have operation, access, or control of financial resources?:
Yes Does this position require a P-Card? :
No Is having a P-Card an essential function of this position? :
No Does this position have direct interaction or care of children under the age of 18 or direct patient care?:
No Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications):
Yes Credit and P-Card policy:
Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website. Background Investigation Policy:
Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website. Duties/Responsibilities
Sourcing Investments Maintain an active network of high quality Limited and General Partner investors globally. Creatively develop other pipelines of information to proactively identify potential new investment opportunities. Develop relationships with “hard to access” investment managers and communicate the UGA Foundations’ mission to these attractive partners. Attend industry conferences to expand the network of managers and peers. Percentage of time:
25 Underwriting Investments
Conduct comprehensive manager due diligence including onsite meetings globally, performance benchmarking, reference calls, and review documentation (private placement memorandums, limited partnership agreements, regulatory filings, and other due diligence materials). Identify and communicate key investment assumptions, drivers to returns, risks, and merit for inclusion into the portfolio. Percentage of time:
25 Monitoring Investments
Participate in investment manager annual meetings, investor calls, on/off-site due diligence and information gathering sessions and prepare written documentation of meetings for investment and auditing purposes. Ensure thesis for investment is maintained and communicates findings with broader team. Maintain proprietary databases, including pro-forma commitment pacing schedules, historical contribution/distribution analysis, manager asset mix, manager contacts, anticipated fundraising, movements of personnel and historical performance. Percentage of time:
25 Communications
Prepare written recommendations to the Board of Trustee Investment Committee on investment manager opportunities for both public and private markets after building consensus with investment staff and investment consultant. Other ad hoc reporting and communications related to investments and finance as needed by the Foundation’s Chief Investment Officer. Percentage of time:
15 Additional Collaboration
Help develop junior staff, interns and provide backup support to the Investment Operations staff. Percentage of time:
10 Recruitment Contact Name:
Development & Alumni Relations’ Office of Talent Management Recruitment Contact Email:
dartalent@uga.edu
#J-18808-Ljbffr
Posting Number:
S14168P Working Title:
Director of UGA Foundation Investments Department:
DAR-UGAF Investments Posting Type:
External Retirement Plan:
TRS or ORP Employment Type:
Employee Benefits Eligibility:
Benefits Eligible Full/Part time:
Full Time Additional Schedule Information:
8:00am–5:00pm; Must be willing and able to work evenings or weekends as necessary Advertised Salary:
Commensurate qualifications and experience Posting Date:
09/23/2025 Open until filled:
Yes Proposed Starting Date:
12/01/2025 Location of Vacancy:
Athens Area Special Instructions to Applicants: This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position. EEO Policy Statement:
The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (hrweb@uga.edu). USG Core Values Statement:
The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct. Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https://www.usg.edu/policymanual/section6/C2653. Classification Title:
Investment Officer III FLSA:
Exempt FTE:
1.00 Minimum Qualifications:
Bachelor’s degree in a related field or equivalent, relevant certification (e.g., CFA or CAIA), and 5 years of professional investment experience Preferred Qualifications: Completion of a bachelor’s degree in accounting, business administration or related field with professional experience in accounting, finance, or investment management Completion of a graduate degree in economics, business, or law Extensive experience sourcing, underwriting, and monitoring investments within private equity, venture capital, real estate, public equity, and hedge fund partnerships globally Experience serving on limited partner advisory committees Experience with Burgiss Private i or other private capital software Position Summary:
The Director of UGA Foundation Investments holds an integral role within the investment team at the University of Georgia Foundation, including thorough evaluation and monitoring of investments, financial modeling, review of relevant research and security-specific documentation (including regulatory filings, private placement memorandums, limited partnership agreements and other due diligence materials) and preparing Investment Committee memorandums and updates related to the investment portfolio. Knowledge, Skills, Abilities and/or Competencies: Ability to interpret investment statistics, K-1 reports, corporate financial reports, and analytical investment data Fluency in investment accounting and investment language Ability to communicate effectively, both orally and in writing Ability to prioritize and handle multiple projects simultaneously Ability to analyze and synthesize information, set priorities, and meet deadlines Ability to work independently and as part of a team Excellent organizational skills and attention to detail Ethical, mature individual who will exercise discretion regarding sensitive and confidential information Solid knowledge of database management and spreadsheet software Fluency in preparation of graphs/charts Additional Division Expectations: Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment. Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation. Physical Demands: Work in a standard office environment Travel in and out of state, if necessary Work nights and weekends as necessary Work using electronic mail, telephone, face-to-face discussions, paper form correspondence Communicate effectively in writing, speaking, and listening Organize and establish priorities; Remember detail; Multi-task Lift and/or move up to 10 pounds Walk, stand, stoop, lift, kneel, climb Is driving a responsibility of this position?:
Yes Is this a Position of Trust?:
Yes Does this position have operation, access, or control of financial resources?:
Yes Does this position require a P-Card? :
No Is having a P-Card an essential function of this position? :
No Does this position have direct interaction or care of children under the age of 18 or direct patient care?:
No Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications):
Yes Credit and P-Card policy:
Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website. Background Investigation Policy:
Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website. Duties/Responsibilities
Sourcing Investments Maintain an active network of high quality Limited and General Partner investors globally. Creatively develop other pipelines of information to proactively identify potential new investment opportunities. Develop relationships with “hard to access” investment managers and communicate the UGA Foundations’ mission to these attractive partners. Attend industry conferences to expand the network of managers and peers. Percentage of time:
25 Underwriting Investments
Conduct comprehensive manager due diligence including onsite meetings globally, performance benchmarking, reference calls, and review documentation (private placement memorandums, limited partnership agreements, regulatory filings, and other due diligence materials). Identify and communicate key investment assumptions, drivers to returns, risks, and merit for inclusion into the portfolio. Percentage of time:
25 Monitoring Investments
Participate in investment manager annual meetings, investor calls, on/off-site due diligence and information gathering sessions and prepare written documentation of meetings for investment and auditing purposes. Ensure thesis for investment is maintained and communicates findings with broader team. Maintain proprietary databases, including pro-forma commitment pacing schedules, historical contribution/distribution analysis, manager asset mix, manager contacts, anticipated fundraising, movements of personnel and historical performance. Percentage of time:
25 Communications
Prepare written recommendations to the Board of Trustee Investment Committee on investment manager opportunities for both public and private markets after building consensus with investment staff and investment consultant. Other ad hoc reporting and communications related to investments and finance as needed by the Foundation’s Chief Investment Officer. Percentage of time:
15 Additional Collaboration
Help develop junior staff, interns and provide backup support to the Investment Operations staff. Percentage of time:
10 Recruitment Contact Name:
Development & Alumni Relations’ Office of Talent Management Recruitment Contact Email:
dartalent@uga.edu
#J-18808-Ljbffr