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Director, Treasury and Investments, Finance

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Job ID: 14783

Updated: July 12, 2018

Location: Main Campus

Position Overview

Treasury and Investment within Finance is currently seeking a Full-time Regular Director, Treasury and Investments .

The University of Calgary, is one of Canada’s top comprehensive research universities with four campuses across the Calgary, Alberta region and a fifth location in Doha, Qatar. Granted autonomy as a university in 1966 (with origins in the early 1900’s), the University of Calgary enrolls approximately 32,000 students in undergraduate, graduate, and professional degree programs.

The University’s Eyes High strategy – launched in 2011 – set ambitious goals for excellence in teaching and learning, research and scholarship, the student experience, and community engagement. With a clear strategic direction to become one of Canada's top five research universities, they are making tremendous progress towards becoming a global intellectual hub located in Canada’s most enterprising city.

The University is a large and complex institution that drives tremendous value: with an annual consolidated budget of more than $1.2B, they are among Calgary’s largest employers, generating nearly $8B in economic impact to the province. Two-thirds of the University's 168,000 alumni live and work in the Calgary area, effectively building the city we know and love.

In 2016, the University of Calgary was ranked as the top university under the age of 50 in both Canada and North America by the Times Higher Education World University Rankings, and as one of the top 200 universities in the world by QS World University Rankings and Times Higher Education World University Rankings. In 2016, RE$EARCH Infosource Inc. positioned the University of Calgary as #6 nationwide amongst Canadian research universities. The University houses 75 Canada Research Chairs and more than 50 research institutes and centers.

The University of Calgary has incredible talent – motivated and accomplished students, faculty, and staff – who drive new knowledge creation, improve lives, and better our world. Those who work at the University of Calgary come for the opportunity to make a positive contribution to student experience, to participate in groundbreaking research initiatives, to be immersed in a lifelong learning environment, to engage with and give back to the community, and to enjoy all that Calgary has to offer as a city.



Position Description

Summary of Key Responsibilities (job functions include but are not limited to):

This is a critical role in University of Calgary continued success and growth. The role is accountable for total investments under management of $2.0 billion (endowment of $950 million and non-endowed funds of $1.05 billion) and the following: 

  • Administration of University's financial assets and liabilities, including borrowing, cash management, banking operations and investment reporting
  • Ensuring the operational objective of effective stewardship of the University’s assets and providing an efficient central infrastructure to facilitate the University’s cash management and investments 
  • Responsible for overseeing the management of the University Endowments and the relationships with the external investment managers 
  • Implementing and maintaining comprehensive investment and risk management policies and procedures that will maximize returns within an acceptable level of risk and minimize the adverse effects of losses to the University so it may achieve its operational objectives 
  • Liaising with departments, faculties and senior administration to ensure understanding of and compliance with treasury and endowment policies and procedures 
  • Evaluating reporting and control functions within the department and making recommendations for changes
  • Contributing to and taking responsibility for decisions made as part of the management team within Finance 
  • Planning, scheduling and directing the work of the Treasury and Investment department 
  • Selecting, managing, evaluating and compensating staff to ensure unit functions as a team and service levels meet or exceed client expectations 
  • Acting as a change agent for the department: initiating and implementing the appropriate financial policies, systems and procedures 
  • Responsible for management reporting to the University's Investment Committee (a subcommittee of the Board of Governors), stakeholders, governmental and regulatory bodies and other outside agencies 
  • Contributing information and expertise and keeps up to date on relevant current trends and developments with colleagues at other Canadian universities, Canadian Association of University Business Officers "CAUBO," professional organizations and government departments and agencies 
  • Undertaking special assignments and projects as requested by senior administration, the University's 
  • Investment Committee, CAUBO and government departments and agencies

Qualifications / Requirements: 

  • Graduate University Degree preferably in Finance, Economics or a Master of Business Administration 
  • Professional financial designation (CPA, CA, CFA, CIM or FCSI) 
  • 10+ years’ work and management experience in various accounting, budget, and analyst functions 
  • Proven evidence of team leadership skills with the ability to lead the team through change 
  • Experience working in highly complex and technical investment and finance concepts 
  • Previous experience working with complex treasury and investment systems and processes 
  • Demonstrated ability to work well with others and to handle difficult situations while maintaining effective relationships 
  • Previous experience with PeopleSoft banking software and PC based software applications 
  • Intermediate to expert user of complex computer software applications, including enterprise reporting systems, mainframe systems, financial systems, data warehouse and business intelligence tools 
  • Think logically, solve problems and be critically objective with an ability to develop innovative solutions to problems 
  • Must be able to work independently or in a team environment 
  • Excellent interpersonal, verbal and written communication skills are essential in exercising tact and diplomacy regarding sensitive and confidential issues, as well as use of negotiation, presentation, engagement and facilitation skills 

Application Deadline: This position will remain open until filled; however, applicants will be reviewed as they are received.

For more information and to apply, please contact:
Colin Richardson
DHR International
Suite 250- 435 -4 Avenue
Calgary, AB T2P 3A8
T: 403-817-0977

We would like to thank all applicants in advance for submitting their resumes. Please note, only those candidates chosen to continue on through the selection process will be contacted.


Additional Information

This position is classified in the Management Career Band, Level IV of the Management and Professional Staff Career Framework.

To find out more about management and staff opportunities at the University of Calgary and all we have to offer, view our Management and Staff Careers website.

About the University of Calgary

The University of Calgary is Canada’s leading next-generation university – a living, growing and youthful institution that embraces change and opportunity with a can-do attitude. Located in the nation’s most enterprising city, the university is making tremendous progress on its Eyes High journey to be recognized as one of Canada’s top five research universities, grounded in innovative learning and teaching and fully integrated with the community it both serves and leads. The University of Calgary inspires and supports discovery, creativity and innovation across all disciplines. For more information, visit

The University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their professional success while they are here. We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.


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