Company

Cox Enterprises

Job Family Group

Finance

Job Profile

Investment Manager

Management Level

Manager - Non People Leader

Flexible Work Option

Hybrid - Ability to work remotely part of the week

Travel %

Yes, 5% of the time

Work Shift

Day

Compensation

Compensation includes a base salary of $119,600.00 - $199,400.00. 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.

Job Description

Position Overview

The family office investment function is a dynamic and growing team that oversees and manages family investments.  We seek a talented, motivated, intellectually curious professional to join the team.  This detail-oriented individual will have a wide range of responsibilities across the investment function, including but not limited to conducting fundamental analysis and research, overseeing investment managers, and preparing presentation materials.

The position reports to the Director 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 CEI teams, external investment managers, and service providers.

Duties and Responsibilities

Working directly with senior investment team members to monitor and evaluate 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, analysis, 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.Closely monitoring financial press and keeping track of market trends, opportunities, risks, and new investment productsCompleting 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

Bachelor’s degree in a related discipline (finance, accounting, economics, or mathematics) with strong academic achievementProfessional designations such as CFA or CAIA (or progress towards earning)5-8 years of finance or business experience, preferably in an investment-oriented role Fundamental understanding of capital markets, investment principles, and related financial metricsExperience working with taxable and tax-exempt investment clientsUnderstanding of fiduciary investment standards and processesHigh degree of proficiency in Excel and PowerPointExperience with Bloomberg, Morningstar, Addepar, and Canoe a plus

Desirable Attributes

Ability to meet deadlines, prioritize assignments, and manage multiple projects at onceExcellent written and verbal communication skillsExemplary quantitative and analytical skillsAttention to detail and accurateSelf-motivated with a sense of urgency and accountabilityAbility to work independently and as part of a collaborative teamHigh ethical standards, trustworthy, and maintains confidentiality (acceptable background check will be required)Alignment with the family office’s 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.

Benefits

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.

About Us

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. We're 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.