The Wisconsin Alumni Research Foundation (WARF), supporting one of the world’s leading research universities, seeks an Investment Controller. This is a unique opportunity for an investment operations professional to design and build-out the operational infrastructure and controls for a sophisticated institutional investment portfolio as well as manage day-to-day operations.
The Investment Controller will work alongside WARF’s award-winning team of seven investment professionals, supporting the management of a complex investment portfolio which utilizes futures and swaps for the implementation of market exposure across global equities, nominal and inflation-linked bonds, and commodities. The portfolio also utilizes overlay strategies and leverage, as well as a variety of alternative investments including hedge funds, private equity, venture capital, and real estate.
The successful candidate will have the opportunity to design and implement policies and procedures for and oversee all aspects of accounting, administration, and operations for the investment portfolio, including assisting with treasury management, performance measurement and reporting, portfolio and cash reconciliations with the custodian, and tracking of fees and expenses. The position will also be responsible for developing policies and procedures for business continuity and disaster recovery, as well as bolstering the department’s control environment. The Investment Controller will also assist with accounting and performance monitoring of WARF’s endeavors in the start-up and early venture communities on the UW-Madison campus.
An ideal candidate will have a bachelor’s degree in accounting, finance, operations, or other related field and a minimum of 5 years of experience. They should also have experience with portfolio and fund accounting, developing and implementing processes and procedures, as well as portfolio accounting systems and vendor capabilities. They should also be familiar with a variety of security types, exchange-traded and OTC derivatives, and alternative investment strategies. The ideal candidate will also have strong analytic and problem solving skills, an ability to be adaptive and thrive in a fast-paced, changing environment, and be able to effectively communicate to all levels of the organization, maintain confidentiality, prioritize responsibilities, and identify problems and implement appropriate solutions.
WARF’s mission is to support scientific research within the UW–Madison community by providing financial support, actively manage assets, and move innovations to the marketplace for a financial return and global impact. Founded more than 90 years ago to support and serve the UW – Madison, WARF is a separate, not-for-profit 501(c)(3) corporation with assets under management exceeding $2.7 billion an...d a robust intellectual property portfolio that generates millions of dollars in annual revenue. WARF also manages the Town Center within the Discovery Building, which provides platforms for hands-on activities that link scientific research and the general public, and offers a venue for the campus and community to engage in programs that highlight science, discovery and entrepreneurship. For more information about WARF: www.warf.org