Director, Investments

Cottage Health
Santa Barbara, California
22 Oct 2021
21 Dec 2021
Industry Sector
Finance - General
Employment Type
Full Time

Located on the central coast of California, Cottage Health is a leading health system known for superior patient care, innovation, medical research, and education. We are seeking an experienced Director, Investments to provide leadership and support of the investments for Cottage Health and its Affiliates ($1.1 billion), the Cottage Health Cash Balance Pension ($850 million) and our defined contribution programs ($50 million). You will also be responsible for managing our relationship with our investment consultant, advising leadership and board of directors on investment-related topics. Using your professional judgment and ability, you will:

  • Prepare regular reports on the activities and performance of the investment portfolios
  • Ensure Cottage’s investment policies remain contemporary and aligned with the missions of the respective investment portfolios
  • Lead and facilitate the annual planning process that includes review of the investment portfolios’ risk appetite, asset allocation and new investment strategies/ ideas
  • Conduct an annual review of the investment consultant to ensure timely and clear communication with the investment consultant and keep Cottage leadership and the Finance Committee up to date with recent developments


  • Bachelor’s degree and either a master’s degree or a CFA Charter Holder
  • 10+ years research/portfolio management experience
  • Experience with investment/governance committees
  • Flexibility to be 80% remote/20% on-site

About Cottage Health
For over 125 years, our not-for-profit health system has been providing advanced medical care for patients throughout California. Cottage’s revenues total nearly $1 billion, and Cottage maintains public bond ratings of “AA-“ by Standard & Poor’s and Fitch Ratings. Today, our nationally recognized services provide families with the patient-centered care they deserve. At Cottage Health, we rely on the contributions, creativity and skills of our remarkable staff. That’s why we offer competitive compensation and benefits that include above-market salaries, premium medical coverage, pension plans, tax savings accounts and up to $550/year in wellness benefits.

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