Inside Higher Ed
Director of UGA Foundation Investments – Inside Higher Ed
Position overview and basic details are provided by the employer and highlighted below.
Overview
Posting Number: S14168P Working Title: Director of UGA Foundation Investments Department: DAR-UGAF Investments Location: Athens Area Employment Type: Full Time Benefits Eligibility: Benefits Eligible Location and organization details describe the University of Georgia Foundation and its mission to support the university through investments and donor funds. Position Summary
The Director of UGA Foundation Investments holds an integral role within the investment team at the University of Georgia Foundation. Responsibilities include evaluating and monitoring investments, financial modeling, review of relevant research and 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. Duties/Responsibilities
Sourcing Investments: Maintain an active network of high quality Limited and General Partner investors globally. Develop pipelines of information to identify potential new investment opportunities. Develop relationships with investment managers and communicate the Foundation’s mission. Attend industry conferences to expand networks. 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 portfolio inclusion. Monitoring Investments: Participate in investment manager annual meetings, investor calls, due diligence sessions; prepare written documentation of meetings for investment and auditing purposes. Ensure the investment thesis is maintained and communicate findings with the broader team. Maintain proprietary databases (e.g., pro-forma commitment pacing, contribution/distribution analysis, manager asset mix, fundraising movements). Communications: Prepare written recommendations to the Board of Trustee Investment Committee on investment opportunities for both public and private markets after building consensus with investment staff and consultant. Provide ad hoc reporting and communications related to investments and finance as needed by the Chief Investment Officer. Team and Division Support: Help develop junior staff and interns; provide backup support to Investment Operations staff. Qualifications
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:
• Degree in accounting, business administration, or related field with professional experience in accounting, finance, or investment management • 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 Knowledge, Skills, Abilities, and Competencies
Interpret investment statistics, K-1 reports, corporate financial reports, and analytical investment data Fluency in investment accounting and investment language Effective written and oral communication Ability to prioritize and manage multiple projects Analytical thinking and ability to synthesize information, set priorities, and meet deadlines Ability to work independently and as part of a team Strong organizational skills and attention to detail Ethical and discreet handling of confidential information Proficiency in database management and spreadsheet software Ability to prepare graphs/charts Additional Division Expectations
Foster open, respectful communication and accountability for a stable, productive work environment Adherence to CASE standards and industry standards for fundraising reporting Physical Demands
Work in an office environment; travel as needed Occasional evenings or weekends Use of electronic communications and standard office tools Ability to lift up to 10 pounds; other physical activities as required Working Conditions and Compliance
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 18 or direct patient care? No Security access: Yes Background and Financial Checks
Credit checks may be required for positions with financial responsibilities. A background investigation including criminal history and credential verification is required. A pre-employment drug test may be conducted where applicable. Recruitment Contact
Recruitment Contact Name: Development & Alumni Relations’ Office of Talent Management Recruitment Contact Email: dartalent@uga.edu Posting Date: 09/23/2025 Open Until Filled: Yes Proposed Starting Date: 12/01/2025 Additional Information: 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, veteran status or other protected status. Accommodations requests: hrweb@uga.edu. USG Core Values: Integrity, Excellence, Accountability, Respect. Details at usg policy manual links provided in the original posting. Posting Type: External Note: Additional job postings and links originally present have been omitted to focus on the Director of UGA Foundation Investments role.
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Posting Number: S14168P Working Title: Director of UGA Foundation Investments Department: DAR-UGAF Investments Location: Athens Area Employment Type: Full Time Benefits Eligibility: Benefits Eligible Location and organization details describe the University of Georgia Foundation and its mission to support the university through investments and donor funds. Position Summary
The Director of UGA Foundation Investments holds an integral role within the investment team at the University of Georgia Foundation. Responsibilities include evaluating and monitoring investments, financial modeling, review of relevant research and 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. Duties/Responsibilities
Sourcing Investments: Maintain an active network of high quality Limited and General Partner investors globally. Develop pipelines of information to identify potential new investment opportunities. Develop relationships with investment managers and communicate the Foundation’s mission. Attend industry conferences to expand networks. 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 portfolio inclusion. Monitoring Investments: Participate in investment manager annual meetings, investor calls, due diligence sessions; prepare written documentation of meetings for investment and auditing purposes. Ensure the investment thesis is maintained and communicate findings with the broader team. Maintain proprietary databases (e.g., pro-forma commitment pacing, contribution/distribution analysis, manager asset mix, fundraising movements). Communications: Prepare written recommendations to the Board of Trustee Investment Committee on investment opportunities for both public and private markets after building consensus with investment staff and consultant. Provide ad hoc reporting and communications related to investments and finance as needed by the Chief Investment Officer. Team and Division Support: Help develop junior staff and interns; provide backup support to Investment Operations staff. Qualifications
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:
• Degree in accounting, business administration, or related field with professional experience in accounting, finance, or investment management • 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 Knowledge, Skills, Abilities, and Competencies
Interpret investment statistics, K-1 reports, corporate financial reports, and analytical investment data Fluency in investment accounting and investment language Effective written and oral communication Ability to prioritize and manage multiple projects Analytical thinking and ability to synthesize information, set priorities, and meet deadlines Ability to work independently and as part of a team Strong organizational skills and attention to detail Ethical and discreet handling of confidential information Proficiency in database management and spreadsheet software Ability to prepare graphs/charts Additional Division Expectations
Foster open, respectful communication and accountability for a stable, productive work environment Adherence to CASE standards and industry standards for fundraising reporting Physical Demands
Work in an office environment; travel as needed Occasional evenings or weekends Use of electronic communications and standard office tools Ability to lift up to 10 pounds; other physical activities as required Working Conditions and Compliance
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 18 or direct patient care? No Security access: Yes Background and Financial Checks
Credit checks may be required for positions with financial responsibilities. A background investigation including criminal history and credential verification is required. A pre-employment drug test may be conducted where applicable. Recruitment Contact
Recruitment Contact Name: Development & Alumni Relations’ Office of Talent Management Recruitment Contact Email: dartalent@uga.edu Posting Date: 09/23/2025 Open Until Filled: Yes Proposed Starting Date: 12/01/2025 Additional Information: 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, veteran status or other protected status. Accommodations requests: hrweb@uga.edu. USG Core Values: Integrity, Excellence, Accountability, Respect. Details at usg policy manual links provided in the original posting. Posting Type: External Note: Additional job postings and links originally present have been omitted to focus on the Director of UGA Foundation Investments role.
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