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Investment Analyst

2 months ago


Austin, United States UTIMCO Full time

UTIMCO's hedge fund and fixed income portfolios have more than $16 billion invested with external hedge fund managers and more than $4 billion invested in fixed income.We are currently looking for a highly motivated investment professional to join our 12-person hedge fund and fixed income team.UTIMCO is currently seeking to hire an Analyst with prior investment experience.

Broad responsibilities will include:

  • Monitor individual manager performance and risk on a regular basis, foster valued relationships with managers, conduct updates to initial due diligence, and conduct periodic on-site visits with key investment and operations personnel
  • Assist with and participate in regular reviews of the portfolio, including analysis of the portfolio's performance and risk characteristics
  • Assist senior professionals with asset allocation decisions and portfolio evaluation, considering available capacity with existing manager relationships and liquidity impact of new additions.Provide analytical support for reporting, presentations, and research projects
  • Assess new investment opportunities by establishing trusted industry contacts, meeting prospective funds, attending relevant industry events, performing qualitative and quantitative analysis as required, and maintaining prospective manager database
  • Develop capacity to lead comprehensive due diligence process for evaluating and underwriting prospective mangers (including in-depth analysis of investment strategy, performance and risk, manager strengths and weaknesses, risk management, operations, reference checks, and thorough review of relevant legal documents with input from outside counsel)
  • Communicate effectively with UTIMCO team members and promote a collegial working environment.Represent UTIMCO in the marketplace with the highest integrity and professionalism
Requirements:
  • 1 - 2 years of professional experience in finance or investment-related field
  • Prior work experience at an investment bank or institutional asset manager (endowment/foundation, pension, family office, or fund of funds) is a plus
  • Unquestioned honesty, integrity, and transparency
  • Cultural fit is a must in a respectful, collegial, and collaborative environment
  • Well-versed in Microsoft Excel and in financial applications (e.g., Bloomberg, PowerBI)
  • Represent UTIMCO in the marketplace with the highest professionalism
  • Superior commercial judgment, a track record of success, and intellectual curiosity
  • Strong analytical, problem solving, communication (verbal and written), presentation, and organizational skills are essential to success in this role
  • Constructive and team-oriented attitude committed to consistently doing what is best for the organization

NOTE: This is currently a hybrid role, with 4 days in our downtown Austin, TX office and 1 day WFH.