Director, Investments Atlanta GA

Company

Cox Enterprises

Finance

Investment Director

DirectorHybrid - Ability to work remotely part of the week

Yes, 15% of the time

Day

Compensation

Compensation includes a base salary of $192,800.00 - $321,400.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.

Position Overview

The family office investment function is a dynamic and growing team that oversees and manages family investments. We seek a talented, seasoned investment professional to join the team. The Director will be an integral part of the investment team and ideally will have had experience across multiple asset classes. This detail-oriented individual will have a wide range of responsibilities across the investment function, including but not limited to assisting with strategic asset allocation, overseeing investment managers, conducting fundamental analysis and research, and preparing recommendations for the investment team and the Investment Committee.

The position reports to the AVP of Investments. This individual must be resourceful, hard-working, and have a strong service mindset. He/she will be a partner and collaborate with other disciplines in the family office, including tax and generational planning, trust and fiduciary, financial accounting and reporting, legal, and family services. In addition, he/she will build relationships with other internal Cox teams, external investment managers, and service providers.

Duties and Responsibilities

• Monitoring and evaluating the performance and risk exposures of external OCIOs and investment managers.
•  Conducting ongoing due diligence and monitoring of investment managers across all asset classes; identifying areas of underperformance and working with the team to identify options to improve performance.
•  Preparing for and participating in regular meetings and conference calls with external investment partners; composing comprehensive reviews, analyses, and commentary.
•  Conducting trust investment portfolio reviews, developing or updating investment policy statements, making required changes to the portfolio, and ensuring policy compliance.
•  Producing investment analysis, recommendations, and executive materials for presentation to the Investment Committee and family members.
•  Working with the team to develop and maintain reports that analyze fund and portfolio-level exposures (including asset class, sector, geography, underlying positions, etc.), risk metrics, liquidity, and performance attribution.
•  Remaining current on new managers and developing trends by attending conferences, annual meetings, and building and maintaining a well-developed network of contacts within the investment community.
•  Expected to lead by example through unquestionable integrity, dedication, quality of work product, and mentorship.
• Completing and reviewing legal documentation, including subscription agreements and investor questionnaires for private investments.
•  Perform other duties as assigned for the efficient operation of the team.

Qualifications

• Bachelors degree in related discipline (finance, accounting, economics, or mathematics) with strong academic achievement, and 10 years of finance or business experience, preferably in an investment-oriented role. The right candidate could also have a master’s degree and 8 years of finance or business experience.  
•  Professional designations such as CFA or CAIA preferred
•  Fundamental understanding of capital markets, investment principles, and related financial metrics
•  Experience working with taxable and tax-exempt investment clients
•  Understanding of fiduciary investment standards and processes
•  High degree of proficiency in Excel and PowerPoint
•  Experience with Bloomberg, Morningstar, Addepar, and Canoe a plus
   

Desirable Attributes
 

•  Ability to meet deadlines, prioritize assignments, and manage multiple projects at once
•  Excellent written and verbal communication skills
•  Exemplary quantitative and analytical skills
•  Attention to detail and accurate
•  Self-motivated with a sense of urgency and accountability
•  Ability to work independently and as part of a collaborative team
•  High ethical standards, trustworthy, and maintains confidentiality (an acceptable background check will be required)
•  Alignment with the family offices mission, vision, and values
   

Company Description

The Cox Family Office supports the personal, philanthropic, and business activities of the Cox family. We are a family-led organization, supporting multiple generations of the James M. Cox family.

The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.As our primary divisions Cox Automotive and Cox Communications drive new waves of innovation, Cox Enterprises is entering spaces like cleantech, healthcare, esports and more. Were a family business guided by a legacy of bold innovation that’s driven by those who want to make their mark. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.

Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.