Investment Team, Portfolio Management Associate/Associate Director

4 weeks ago

Charlottesville, United States Investure LLC Full time

Job Summary
This professional will be a core member of Investure's Investment Team focusing on Portfolio Management and will be an important participant in all aspects of portfolio construction decision-making. Investure operates with a long-term, ownership-oriented, fundamental investment philosophy, and this person will contribute to the execution of that philosophy through a combination of (i) sourcing macroeconomic and thematic investment opportunities, (ii) developing tools and processes to inform portfolio management decision-making, (iii) monitoring and managing portfolio risk exposures, (iv) creating process to ensure data accuracy, and (v) executing portfolio-shaping trades.
Candidates must be innately curious, self-catalyzing, and open-minded. The ideal candidate will demonstrate a strong work ethic, a passion for investing, strong quantitative abilities, and the ability to execute with a balance of creativity and discipline. Cultural fit, humility, and maturity are imperative. The Investment Team operates on a hybrid schedule of four days in-office (subject to travel).

The Company
Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select number of non-profit endowments and private foundations. Managing assets of approximately $17 billion, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes, including fixed income and credit, global public equities, alternative investments (e.g., hedge funds, private equity, venture), and real assets. Investure has a fast-paced culture where there is a vast opportunity for learning and strong expectation of teamwork, collegiality, and integrity. We are a mission-driven organization that values continuous improvement, excellence, and employee engagement.

Essential Functions

  • Enhance the robustness of markets research efforts by identifying macro trends and proposing top-down investment opportunities.
  • Monitor factor exposure, liquidity, and other risk characteristics of the top-down portfolio and make recommendations for rebalancing or otherwise adjusting such exposures.
  • Lead projects to design and develop new portfolio management tools and processes, leveraging quantitative and programming skills.
  • Perform bespoke modeling or other analysis as needed, to support client requests or to make portfolio shaping decisions.
  • Coordinate with the broader Investure team to ensure client reporting is correct, month end liquidity needs are met, and debt covenants and policy statement limits are all in compliance.
  • Execute trades across a variety of public markets.
Responsibilities and title will ultimately be commensurate with the professional's experience and demonstrated faculties and judgment.

Education, Experience & Skills
  • Bachelor's degree required; finance, math, business or technical degree preferred; MBA or CFA a plus
  • 5+ years professional work experience in investments; direct trading experience a plus
  • Excellent quantitative aptitude and Excel modeling capabilities; database management and programming skills a plus
  • Experience designing and leading process improvement projects
  • Quick learner, process-oriented, with excellent attention to detail
  • Exceptional work ethic; team player with strong communication skills
  • Experience collaborating in a multi-disciplinary, diverse, and dynamic team
Guiding Principles
  • Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives.
  • Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures.
  • Service: Puts the team mission and clients first. Illustrates mission-driven outlook and approach.
  • Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good.
  • People: Demonstrates passion and excellent judgment. Treats others with respect, helps when and how needed, and is respectful of the needs of others.
  • Teamwork: Takes a collaborative and selfless approach. Operates under the "Golden Rule".
  • Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals.
Position Based Competencies
  • Accuracy: Identifies and corrects mistakes; does not repeat past mistakes; demonstrates strong attention to detail.
  • Problem Solving: Strong analytical skills with the ability to make recommendations and problem solve with sound judgment.
  • Adaptability: Self-starter with the ability to nimbly manage competing priorities; effectively and positively embraces and manages change. Doesn't require constant direction.
  • Relationship Management: Ability to establish strong rapport across all levels and manage enterprise-level relationships.
  • Process Management: Driven by results but focused on improving processes and efficiency.
  • Team Orientation: Comfortable taking direction or taking the lead; receptive to feedback.
  • Communication: Demonstrates clear, thoughtful, and thorough verbal and written skills; professional and diplomatic demeanor.


To apply for this position, interested parties should visit our website: www.investure.com/careers.

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