Director of Portfolio Management and Performance

Job Details

The Director of Portfolio Management and Performance is a new, mission-critical hire for the Investment Office. The experience of the Director will bridge the execution level of the investment team to the performance outputs of the strategies. By acting as the "eyes and ears," the Director ensures the integrity, accuracy, and timeliness of investment data, builds and maintains the systems infrastructure that powers investment decision-making, and partners closely with the investment team, Finance, Treasury, and external service providers to ensure the clarity of decision-making
This is a senior, hands-on leadership role for a professional who combines deep operational expertise with strong analytical capability and a service-minded orientation to enabling investment decisions.

Job Description

Summary
The Director of Portfolio Management and Performance is a new, mission-critical hire for the Investment Office. The experience of the Director will bridge the execution level of the investment team to the performance outputs of the strategies. By acting as the "eyes and ears," the Director ensures the integrity, accuracy, and timeliness of investment data, builds and maintains the systems infrastructure that powers investment decision-making, and partners closely with the investment team, Finance, Treasury, and external service providers to ensure the clarity of decision-making This is a senior, hands-on leadership role for a professional who combines deep operational expertise with strong analytical capability and a service-minded orientation to enabling investment decisions.

Job Duties

• Performance Measurement and Reporting
• Own the performance measurement framework, including time-weighted and money-weighted return calculations, benchmarking, attribution, and peer comparisons across the endowment, pensions, and component pools.
• Produce timely, accurate, and insightful reporting for the CIO, Investment Committee, Board, university leadership, and external stakeholders.
• Lead the design and continuous improvement of dashboards and reports that bring clarity to portfolio positioning, risk, and performance.
• Ensure performance reporting complies with applicable industry standards (e.g., GIPS where relevant) and institutional policies.
• Risk and Portfolio Analytics
• Build and maintain the portfolio analytics infrastructure, including exposures, factor and risk decomposition, liquidity modeling, and scenario / stress testing.
• Partner with the investment team on asset allocation analytics, pacing models for private markets, and cash and liquidity forecasting.
• Develop and report on portfolio-level risk metrics, including market, credit, liquidity, concentration, and counterparty risk.
• Lead data integration across custodian, GP reporting, performance, and risk systems.
• Systems, Data, and Process
• Own the investment systems strategy, including selection, implementation, and ongoing administration of performance, risk, portfolio management, and reporting platforms (e.g., Solovis, Backstop, Burgiss, Caissa, eFront, Aladdin, or comparable).
• Champion data quality, automation, and process discipline across the Investment Office.
• Establish and document policies, procedures, and internal controls for investment operations and reporting.
• Investment Operations
• Oversee all investment operations, including trade and commitment processing, capital calls and distributions, cash management, wires, FX, custody, and corporate actions in partnership with the custodian and administrators.
• Manage relationships with strategic partners, custodian, fund administrators, auditors, tax advisors, and legal counsel on operational matters.
• Maintain books and records for the endowment and pension pools, including reconciliations across custodian, GP, and internal systems.
• Lead operational due diligence on new manager relationships in coordination with the investment team.
• Own subscription documents, side letters, and ongoing legal/operational documentation in coordination with counsel.
• Leadership and Partnership
• Build and lead the operations, performance, and analytics function, including hiring, developing, and managing staff as the team scales.
• Partner closely with the CIO, Deputy CIO, MDs, and investment professionals to ensure operational and analytical excellence supports investment decision-making.
• Work cross-functionally with University Finance, Treasury, Audit, General Counsel, and Risk Management.
• Serve as a key operational point of contact with the Investment Committee and Board on matters within scope.
• Coordinate operational, performance, and analytical workflows with the Office's external investment partners under an extension-of-staff model, ensuring data integrity, consistent methodology, and clear internal ownership.

Minimum Qualifications

• Bachelor’s Degree
• 10 years or more years of progressively senior experience in investment operations, performance measurement, and / or investment analytics at an asset owner (endowment, foundation, pension), OCIO, asset manager, fund administrator, or comparable institution.
• Deep expertise in performance measurement methodologies (TWR, IRR, attribution) across multi-asset portfolios including private markets.
• Strong working knowledge of investment operations across asset classes, including private fund accounting and partnership reporting.
• Experience selecting, implementing, and operating investment systems and analytics platforms.
• Strong management and communication skills; ability to translate complex analytics into clear narrative for senior audiences.

Preferred Qualifications

• Master’s Degree in CFA, CIPM, CPA, or comparable credential
• Direct experience supporting an endowment, foundation, or pension portfolio with material private markets exposure.
• Familiarity with risk analytics platforms (e.g., Aladdin, MSCI BarraOne, Caissa) and private markets analytics (e.g., Burgiss, Cobalt/Cobalt LP).
• Technical skills including SQL, Python, or comparable, and modern BI / visualization tools are an advantage
• Experience designing reporting for fiduciary boards, investment committees, and senior university leadership.

Additional Qualifications

Physical Demands
Lift and carry 25 lbs. frequent sitting/standing, frequent keyboard use, *patient care providers may be required to perform activities specific to their role including kneeling, bending, squatting and performing CPR.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Employee Entity

Thomas Jefferson University

Primary Location Address

1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.    

Jefferson is committed to providing equal educa­tional and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status. 

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.

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