Director, Investment Management
New Today
Director, Investment Management
Location: DFW Headquarters Building 8 (DFW-SV08) Cities: Dallas - TX
Why You'll Love This Job
- As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan assets. Investment Management is also responsible for advising the Employee Benefits Committee ("EBC"), which exercises fiduciary oversight of the various plans' investment activities.
- Oversee the investment activities of American's various defined benefit, defined contribution, foundation, and health & welfare plans. The Director, Investment Management reports to the Assistant Treasurer and is primarily responsible for the strategy, design, and execution of all investment pools.
What You'll Do
- Work closely with investment advisors to oversee the investment performance of individual investments in the various plans
- Constantly look for ideas to improve the performance of various actively managed funds in the 401(k) plans, including meeting prospective investment managers and strategies
- Look for ways to improve 401(k) plans' offerings to participants including strategies such as managed accounts and retirement income
- Oversee the asset allocation framework and strategy of the Fixed Benefit Plans in a Liability-Driven Investing construct while interpreting pension funding rules and regulations
- Oversee and maintain models related to fixed benefit plans funded status and future contributions and prepare presentation materials for senior management and board of directors
- Develop strategies to derisk Fixed Benefit Plans from a liability standpoint and execute them
- Take a prominent role in shaping industry legislation by working with industry trade associations and internal government affairs staff
- Responsible for getting new plans such as Market Based Cash Balance defined benefit Plan off the ground while working collaboratively with various stakeholders
- Develop, maintain and implement investment policies for all plans
- Run the fiduciary committee meetings including preparation of meeting materials and coordination and preparation of events leading up to the committee meetings
- Responsible for all administrative aspects of the plans including liaising with internal departments such as retirement benefits strategy, corporate accounting, Sox/compliance, financial planning and ERISA counsel and external teams such as actuaries, trustee/custodian, other vendors
- Recommend asset allocation, monitor, and rebalance investments of American's Foundations and Endowments and present investment performance to Boards each quarter
- Oversee the investment management activities of the Canadian and other international defined benefit and defined contribution plans as well as various health and welfare plans
- Attend and represent American Airlines and the Plans at industry events such as conferences
- Moderate travel involved
- Lead a team of 2 3 individuals
All You'll Need For Success
- Minimum Qualifications- Education & Prior Job Experience
- Bachelor's degree
- 7-10 years of experience in an investment management setting across diverse asset classes
- Investment experience managing defined benefit and defined contribution plans required
- Proven, self-motivated, results orientation with patience, perseverance, humility, and diplomacy
- Possess intellectual curiosity; strong interest for the investment markets and the intellectual enthusiasm to understand the management of a broad range of asset classes
- Preferred Qualifications- Education & Prior Job Experience
- CFA charter holder or progress toward attaining a CFA charter
Skills, Licenses & Certifications
- Self-starter with executive presence and the ability to manage multiple projects effectively involving multiple retirement plans
- Strong problem solving and project management skills, with proven track record of performing complex assignments under tight deadlines while maintaining superior quality in work products
- Ability to manage external consultants, advisors, lawyers to complete assignments
- Commitment to quality, pride in work and accepts complete ownership of responsibilities
- Excellent ability to communicate with all levels of management proactively and effectively both verbally and written
- Strong attention to detail with constant desire to learn and improve
- Analytical thinking abilities to understand and manage all aspects of investment management
- Excellent teamwork/interpersonal skills with proven ability to work effectively in diverse situations
- Oriented to continuous process and productivity improvement
- Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook
- Believes in and promotes the American Airlines five leadership attributes
- Caring We care about all team members
- Collaboration We succeed as a team
- Development We build future leaders
- Results We drive to be the best
- Future We continually challenge the status quo
What You'll Get
- Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
- Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
- Wellness Programs: We want you to be the best version of yourself that's why our wellness programs provide you with all the right tools, resources and support you need.
- 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
- Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
Feel Free To Be Yourself At American
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
- Location:
- Dallas
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