Analyst, Investments

2 months ago

Charlotte, United States Global Endowment Management Full time

Team Description

We are currently seeking a generalist investment analyst, who will work across public and private asset classes. Analysts work closely with GEM’s senior investment team to source, evaluate, and monitor investments, and interface with all members of the 75-person organization. Analysts will assist with manager diligence, monitor existing relationships, source new ideas, and research investment theses.

Job Description

We are seeking driven individuals to join the GEM Investment Team. Analysts are expected to work with GEM for at least two to three years, acquiring the fundamental skills necessary to invest well. Analysts at GEM assist in all phases of executing our investment strategy. This experience serves as a unique first step for individuals that would like to pursue a career as an investor. GEM Analysts have grown to pursue careers in private equity, public equities (hedge funds), and real estate, while others have started businesses or gone to top-tier business schools.

Key Responsibilities

The position responsibilities include, but are not limited to, the following:

Evaluate the risks and merits of potential fund and co-investment opportunities by combining quantitative and qualitative research Develop an understanding of the core asset classes that make up the GEM investment portfolio Monitor existing, and research prospective, manager investments Assist in the execution and oversight of co-investments Advance GEM’s collaborative culture while working diligently in a fast-paced environment Develop relationships with other industry professionals Travel regularly (domestic and international)

Requirements

Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture,

including enthusiasm, honesty, humility, integrity, and curiosity:

Bachelor’s Degree in a related field of study Prior investment experience is not a must, but a plus Excellent written and verbal communication skills Sound quantitative abilities, a bias for action, and a team orientation

Company Culture

Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions,

evaluating how and why things are done, and offering solutions. This level of involvement and trust is

developed through bonding opportunities over shared meals, joint celebrations, and team and firm

outings.

Service is also a key element of GEM’s culture. Employees are presented with opportunities to serve

both internally and externally. They can sign up to serve on various internal committees, such as the

Community Outreach Committee, and volunteer with local nonprofits. GEM aims to improve the local

community while encouraging its team members' spirit of giving.

Benefits

Competitive, market-based compensation Comprehensive medical, dental, and vision health insurance 401(k) retirement plan with employer contribution Education assistance, including certification, membership reimbursements, and more Fitness reimbursement program Mental health reimbursement program Paid time off Firm and team outings / socials

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