Search Yale School of Management

Executive Director, Swensen Asset Management Institute

Detailed Job Listing:

JOB FAMILY: MANAGERIAL AND PROFESSIONAL

STARS Requisition: 94154BR
University Job Title: Senior Program Manager 
Department Job Title: Executive Director, Swensen Asset Management Institute
Grade: P6

Work Model: Hybrid

Position Focus:

The Executive Director leads the newly established Swensen Asset Management Institute at Yale School of Management (Yale SOM) and has administrative and operational oversight of the Institute’s various activities, including support for faculty research, conferences and colloquia, and students interested in the field of asset management. Reporting to the Faculty Director, the Executive Director develops and implements the strategic goals of the Institute which will build on David Swensen’s legacy of investment excellence guided by a set of values, ethical rigor, and a sense of purpose.

Essential Duties:

  1. Launch the Swensen Asset Management Institute at Yale SOM developing strong relationships with faculty, alumni, staff and departments across Yale SOM and Yale University. Develop a strategy for the Institute that augments existing programming and creates new initiatives to further the study and practice of asset management. Set key milestones in close collaboration with Faculty Director, Development Office, and Dean’s Office.
  2. Recommend individuals to form the inaugural Board for the Institute. Work professionally and in a proactive manner with board members and Yale SOM and Yale alumni to manage and develop partnership relations through informal check-ins and formal debriefings.
  3. Convene thought leaders and identify topics, agendas, speakers and visitors for Institute conferences, colloquia, and board meetings.
  4. Create and support the Institute’s research infrastructure. Solicit and organize faculty research proposals and budget impacts for Faculty Advisors to facilitate research goals.
  5. Collaborate with the Director of the Asset Management degree program in the implementation of programs, projects and initiatives, with particular need for coordination on funding scholarships.
  6. Interact with Asset Management degree program alumni to identify and conceptualize programming for alumni and industry engagement.
  7. Responsible for generating and overseeing the annual budget for all Institute programming. Participate in Institute related fundraising.
  8. Serve as spokesperson and advocate for the Institute. Communicate the strategy, objectives, and achievements of Institute widely to key stakeholders, including the broader Yale SOM and Yale communities, the alumni community, as well as opinion leaders and senior practitioners in asset management.
  9. May assume oversight of other initiatives, programming, and staffing in support of existing and new activities.
  10. Other duties as assigned by Faculty Director.

Required Education & Experience:

Bachelor's degree in a related field and seven years of related experience or an equivalent combination of education and experience.

Required Skills & Abilities:

  1. Deep familiarity with the field of Asset Management.
  2. Entrepreneurial skills and spirit to work independently.
  3. Demonstrable capacity to articulate a strategic vision, put forward relevant thought leadership, and connect and engage with wide-ranging audiences.
  4. Demonstrable credibility in Asset Management leadership community.
  5. Demonstrable capacity to build effective partnerships, raise external presence, and profile of the organization, and attract philanthropic support.
  6. Strong team-builder and high-performance leader.
  7. Superior demonstrated written and oral communication and presentation skills, ability to craft and articulate messages for various audiences.
  8. High-level analytical skills and ability to deploy resources efficiently and effectively.

Preferred:

Master’s degree or higher in area relevant to finance.

Competencies:

  • Customer Service Focus – Listening carefully to and understanding customers’ needs and proactively responding to those needs in a consistent and timely manner.
  • Teamwork/Communication – Working cooperatively to achieve common goals. Support cooperation, collaboration and the sharing of information.
  • Product Excellence – Provide the best quality product available and continuously upgrade standards to maintain quality.
  • Leadership – Provide direction and motivation to others through communication, modeling appropriate behavior, optimism and high achievement
  • Innovative – Openness to new ideas and their implementation. Ability to react and adapt to changing situations appropriately.
  • Strategic Thinking – Recognize opportunities, identify critical, high pay-off activities and prioritize them to attain goals.

Apply Now