University of Georgia
Director of UGA Foundation Investments
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Please see Special Instructions for more details.
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. Posting Details
Posting Details Posting Number S14168P Working Title Director of UGA Foundation Investments Department DAR-UGAF Investments About the University of Georgia Chartered by the state of Georgia in 1785, the University of Georgia is the birthplace of public higher education in America and is the state’s flagship university
(https://www.uga.edu/) . The proof is in our more than 240 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,100 faculty and more than 7,700 full-time staff. The University’s enrollment exceeds 41,000 students including over 31,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 19 schools and colleges, including our newly established School of Medicine. About the College/Unit/Department The University of Georgia Foundation enriches the quality of education at the university by supporting scholarships, endowed chairs and professorships and other programs that rely on private funds. With more than $1.5 billion in assets, a large portion of which is endowed, the foundation provides an average of more than $65 million annually to UGA to advance its mission of teaching, research, and public service. The foundation was established in 1937. As a steward of donor funds, the Foundation has a strong record of fiscal and financial management. Its investment portfolio has consistently outperformed key benchmarks. Growth in the foundation’s assets has allowed for greater financial support of the university’s mission. Mission of the University of Georgia Foundation
The mission and purpose of the University of Georgia Foundation is to provide support for the teaching, research, public service, and outreach programs of the University of Georgia by means of volunteer leadership and assistance in development and fundraising activities; fiduciary care for the assets of the foundation for the long-term benefit and enhancement of the university; and broad advice, consultation, and support to the president of the university. The foundation shall operate as a cooperative organization in accordance with policies of the University System of Georgia Board of Regents.
College/Unit/Department website
https://give.uga.edu/uga-foundation/ Posting Type
External Retirement Plan
TRS or ORP Employment Type
Employee Benefits Eligibility Benefits Eligible Full/Part time Full Time Work Schedule
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 Closing Date
Proposed Starting Date
12/01/2025 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. Location of Vacancy
Athens Area 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. 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 . Position Information
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
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 Duties/Responsibilities 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 Duties/Responsibilities 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 Duties/Responsibilities 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 Duties/Responsibilities Junior staff development Help develop junior staff, interns and provide backup support to the Investment Operations staff. Percentage of time
10 Contact Information
Recruitment Contact
Contact Details For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below.
Recruitment Contact Name
Development & Alumni Relations’ Office of Talent Management Recruitment Contact Email
dartalent@uga.edu Recruitment Contact Phone Posting Specific Questions
Required fields are indicated with an asterisk (*). How did you hear about this employment opportunity?
Chronicle of Higher Education DAR Careers Page DiversityJobs.com Handshake Insight Into Diversity Inside Higher Ed LinkedIn UGAJobs (UGA's job board) Other (please provide name of source)
Applicant Documents
Required Documents Resume/CV Cover Letter Optional Documents
#J-18808-Ljbffr
Below you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening. To apply for the position, please click the
Apply for this Job
link/button. If you would like to bookmark this position for later review, click on the
Bookmark
link. If you would like to print a copy of this position for your records, click on the
Print Preview
link. Bookmark this Posting Print Preview |Apply for this Job
Please see Special Instructions for more details.
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. Posting Details
Posting Details Posting Number S14168P Working Title Director of UGA Foundation Investments Department DAR-UGAF Investments About the University of Georgia Chartered by the state of Georgia in 1785, the University of Georgia is the birthplace of public higher education in America and is the state’s flagship university
(https://www.uga.edu/) . The proof is in our more than 240 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,100 faculty and more than 7,700 full-time staff. The University’s enrollment exceeds 41,000 students including over 31,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 19 schools and colleges, including our newly established School of Medicine. About the College/Unit/Department The University of Georgia Foundation enriches the quality of education at the university by supporting scholarships, endowed chairs and professorships and other programs that rely on private funds. With more than $1.5 billion in assets, a large portion of which is endowed, the foundation provides an average of more than $65 million annually to UGA to advance its mission of teaching, research, and public service. The foundation was established in 1937. As a steward of donor funds, the Foundation has a strong record of fiscal and financial management. Its investment portfolio has consistently outperformed key benchmarks. Growth in the foundation’s assets has allowed for greater financial support of the university’s mission. Mission of the University of Georgia Foundation
The mission and purpose of the University of Georgia Foundation is to provide support for the teaching, research, public service, and outreach programs of the University of Georgia by means of volunteer leadership and assistance in development and fundraising activities; fiduciary care for the assets of the foundation for the long-term benefit and enhancement of the university; and broad advice, consultation, and support to the president of the university. The foundation shall operate as a cooperative organization in accordance with policies of the University System of Georgia Board of Regents.
College/Unit/Department website
https://give.uga.edu/uga-foundation/ Posting Type
External Retirement Plan
TRS or ORP Employment Type
Employee Benefits Eligibility Benefits Eligible Full/Part time Full Time Work Schedule
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 Closing Date
Proposed Starting Date
12/01/2025 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. Location of Vacancy
Athens Area 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. 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 . Position Information
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
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 Duties/Responsibilities 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 Duties/Responsibilities 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 Duties/Responsibilities 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 Duties/Responsibilities Junior staff development Help develop junior staff, interns and provide backup support to the Investment Operations staff. Percentage of time
10 Contact Information
Recruitment Contact
Contact Details For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below.
Recruitment Contact Name
Development & Alumni Relations’ Office of Talent Management Recruitment Contact Email
dartalent@uga.edu Recruitment Contact Phone Posting Specific Questions
Required fields are indicated with an asterisk (*). How did you hear about this employment opportunity?
Chronicle of Higher Education DAR Careers Page DiversityJobs.com Handshake Insight Into Diversity Inside Higher Ed LinkedIn UGAJobs (UGA's job board) Other (please provide name of source)
Applicant Documents
Required Documents Resume/CV Cover Letter Optional Documents
#J-18808-Ljbffr