Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
The Director, Treasury Operations and Regulatory Compliance works closely with the Chief Operating Officer and Deputy COO to provide leadership and management of the day-to-day treasury and regulatory compliance functions within Emory Investment Management (EIM).
Reporting to the Chief Operating Officer, the director collaborates closely with members of the Operations team, Investment team, and university treasury staff to ensure the timeliness and quality of cash processes, and regulatory compliance/reporting.
KEY RESPONSIBILITIES:
Responsible for overseeing all aspects of the investment treasury function to achieve high levels of service, ensure accuracy of information, and adoption of best practices. Responsible for management and coordination of the day-to-day operational activities of the investment office including capital calls/distributions, margin calls, cash, liquidity, regulatory/compliance requests, subscription and redemption documents, ongoing ODD monitoring, and budget monitoring. Conducts operational risk monitoring as part of EIM's ongoing investment manager due diligence process. Responsible for all regulatory compliance filings, including TIC-SLT, 13F, SHCA, BE11, etc. Plays an integral role in EIM's budget tracking and vendor relationships. Identifies and implements process and system improvements to ensure the achievement of strategic objectives. Performs related responsibilities as required. MINIMUM QUALIFICATIONS:
A bachelor's degree in finance, accounting, or related field, and ten years of finance experience, including experience in an investment organization or related area, OR an equivalent combination of education, training, and experience. CPA and/or master's degree in business administration, finance, or a related field is preferred. NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice to employee.
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at (V) | (TDD). Please note that one week advance notice is preferred.
