Senior Investment Analyst
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Department
Investment Inflation Sensitive and DiversifyingAbout the Department
The Office of Investments manages and grows the University of Chicago’s endowment to advance UChicago’s mission of academic excellence and inquiry. Guided by the Board of Trustees Investment Committee, we actively steward one of the nation’s largest private university endowments. Emphasizing innovation and proactive sourcing, we continually seek out exceptional investment opportunities to maximize the long-term value of the endowment and support the University’s future.The Inflation Sensitive and Diversifying team is designed to improve portfolio resilience by pairing inflation protection with return streams that are less dependent on traditional equity market outcomes. Inflation sensitive investments span private investments in infrastructure, natural resources, and real estate, emphasizing hard-asset value and inflation-linked cash flows with manager-led operational value creation. Diversifying investments includes hedged and low-correlation strategies that aim to generate strong all-weather risk-adjusted returns.
Job Summary
The Office of Investments is seeking a Senior Investment Analyst to join our collaborative investment team, working alongside portfolio managers and fellow analysts who value intellectual curiosity and teamwork. Under the guidance of senior managers, the Senior Investment Analyst will contribute to the evaluation of new investment managers, as well as monitor and analyze manager performance. This role offers a unique opportunity to engage with leading investors globally and make a direct impact on the financial strength of the University, supporting UChicago’s mission for generations to come.We welcome experienced professionals, 2-5 years of experience, with a strong work ethic, analytical mindset, and exceptional written and verbal communication skills. Team orientation, critical thinking, and intellectual curiosity are highly valued.
For Senior Analysts interested in further education, the University provides financial support for pursuing an MBA at the Booth School of Business and the CFA Charterholder designation. This position offers the option to work remotely on Fridays, except when required on-site for manager meetings.
Responsibilities
- Participates in manager meetings and investment discussions; reviews manager reports, correspondence, quantitative data, and risk information to assess performance, strategy, fit, and potential areas for follow-up.
- Prepares data-driven investment memos, recommendations, presentation exhibits, and related materials by synthesizing qualitative and quantitative information for review by senior investment staff.
- Leads or contributes to project-based work, including liquidity analysis, fee and term assessments, portfolio company metrics, exposure reviews, and topical analyses; may coordinate small workstreams or provide guidance to junior staff.
- Maintains thorough qualitative and quantitative records related to investments, including meeting notes, diligence materials, follow-up items, and documentation that supports ongoing monitoring and institutional knowledge.
- Collaborates with colleagues across asset classes and functions to exchange best practices, refine underwriting and reporting processes, resolve routine issues, and support consistent investment decision-making.
- Builds knowledge of institutional investment practices by engaging with managers, peers, and market participants to stay informed on market trends and identify potential investment opportunities.
- Conducts investment analysis with increasing independence to support portfolio decisions for the University’s diversified global portfolio, applying established analytical frameworks and escalating complex issues as appropriate.
- Supports key facets of the investment process, including research, analysis, selection, monitoring, and ongoing due diligence of external investment managers within assigned asset class.
- Performs other related work as needed.
Minimum Qualifications
Education:
Minimum requirements include a college or university degree in related field.Work Experience:
Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.Certifications:
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Preferred Qualifications
Education:
- Coursework in finance, economics or accounting.
Certifications:
- Work towards a CFA designation.
Technical Skills or Knowledge:
- Proficient with Bloomberg, Cambridge Associates data and benchmarking processes.
- Proficient with data analytics .
- Advanced proficiency in Excel and Microso
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