City
Rochester
State
Minnesota
Telecommute
No
Department
Finance
Position description
The Investment Officer (IO) serves on teams responsible for managing key components of Mayo Clinic’s investment portfolios. Spend at least 80% of their time monitoring and evaluating external investment managers, conducting due diligence on potential new investments, and preparing analyses and reports. Typically specialize in one or two asset classes and may assist Senior Investment Officer or the Deputy Chief Investment Officer in overseeing as many as 20 external manager relationships, depending on asset class. Up to 20% of an IO’s time may be spent on general treasury-related activities such as bond issuances, risk financing and insurance programs, pension fund programs or special projects.
Qualifications
MBA or related graduate degree required, although significant investment experience in Mayo Treasury Services or designation as a CFA or CPA may suffice in lieu of an MBA. Minimum of five years of investment management, capital markets or other relevant experience required with at least three years of investment experience at an endowed institution like Mayo Clinic or a foundation or pension fund strongly preferred. Meaningful experience with investment due diligence and relationship management and demonstrated knowledge of one or more asset class portfolios of equities, bonds, venture capital, private equity, real assets or hedge funds is required.
Additional qualifications
For this particular role, an additional focus on candidates with real estate, financial modeling, and capital markets experience and skills sets preferred. Strong quantitative abilities and excellent oral and written communication skills. Perceived ability to build and maintain network of professional relationships within investment industry. CFA and/or CPA designation a plus.
License or certification
CFA and/or CPA designation is a plus, but is not required
Exemption status
Exempt
Compensation Detail
Education, experience and tenure may be considered along with internal equity when job offers are extended.
Benefits eligible
Yes
Schedule
Full Time
Hours / Pay period
Full Time
Site description
Mayo Clinic is located in the heart of downtown Rochester, Minnesota, a vibrant, friendly city that provides a highly livable environment for more than 34,000 Mayo staff and students. The city is consistently ranked among the best places to live in the United States because of its affordable cost of living, healthy lifestyle, excellent school systems and exceptionally high quality of life.
Category
Administration, Business, Finance
Career profile
Finance
Job posting number
138049BR
Recruiter
David Binder
Equal opportunity employer
As an Affirmative Action and Equal Opportunity Employer Mayo Clinic is committed to creating an inclusive environment that values the diversity of its employees and does not discriminate against any employee or candidate. Women, minorities, veterans, people from the LGBTQ communities and people with disabilities are strongly encouraged to apply to join our teams. Reasonable accommodations to access job openings or to apply for a job are available.