People Moves
Mid-Atlantic Nonprofit Building Out Investment Office

The organization is searching for a director of investments and investment analyst to help oversee its endowment as it looks to establish an investment office and move away from its current investment consultant model.

05.11.23
People Moves
Midwest University Adds New Finance Head

The university hired a new v.p. for finance and administration and treasurer in the first quarter following a search after its previous finance head left in late 2021.

05.11.23
People Moves
Midwest University Eyes Investment Analyst

The university is searching for an analyst to join its investment team and be responsible for cash management and investing activities.

05.11.23
People Moves
Wealth Mgr. Adds V.P. From Southern Pension System

The wealth management firm recently hired a senior investment officer from a Southern pension system to serve as v.p. and work with clients on establishing investment guidelines and create strategic and tactical balanced portfolios to suit their needs.

05.09.23
Cash
New England University Seeks Firm To Invest Cash Reserves

The university has issued an RFP seeking firms to invest its cash reserves in low-risk liquid investment instruments after conducting a similar search in 2016.

05.09.23
Multi-Asset/Investment Advisor
Southern University Extends Deadline In Operating Funds Investment Advisor Search

The university also revised the scope of services in the search to include managing funds after it issues
bonded debt.

05.08.23
In The News
Should UBC endowment lands join Vancouver or become a new municipality?

A provincial study suggests the B.C. government wants out of responsibility for the University of B.C. Endowment Lands, possibly opening the door for the community to join the City of Vancouver or become a new municipality.

05.05.23
Consultant/OCIO/Discretionary
Mid-Atlantic Association Searching For Consultant

The association has issued an RFP seeking an investment consultant to advise on its approximately $225 million in investments across 12 sub funds for standard due diligence purposes.

05.05.23
Administrator/Record Keeper
Southern University System Seeks Record Keepers

The university is searching for record keepers for its five defined contributions plans as it periodically reviews the programs and is considering consolidating to a single provider.

05.05.23
Consultant/OCIO/Discretionary
New England Organization Issues Investment Consultant RFP

The organization is seeking an investment consultant to advise on matters related to its investments, including transaction structuring, underwriting and asset management.

05.04.23