Financial Investment Analyst

2 weeks ago

Chicago, Illinois, United States University of Chicago Full time
Department

Investment Strategy and Pensions

About The Department

The Office of Investments is dedicated to safeguarding and enhancing the University of Chicago's endowment assets to further UChicago's mission of inquiry and academic excellence.

Our office is responsible for managing the University's endowment while adhering to the guidance of the University's Board of Trustees Investment Committee.

The University of Chicago's endowment is among the top 20 largest private university endowments in the United States. We prioritize innovation and proactive identification of investment opportunities, as we believe that exceptional investment prospects are not simply presented to us; we actively pursue them.

Job Summary

The Investment Office is in search of an Analyst to become an integral part of our investment team, comprised of portfolio managers and fellow analysts who value collaboration, intellectual curiosity, and teamwork.

Under the direct oversight of senior managers, the Analyst will engage in a diverse array of tasks to assist the team's asset allocation, portfolio construction, and management responsibilities.

The Analyst will have the chance to engage with leading investors globally, and their contributions will significantly influence the financial foundation of the institution, ensuring the continuation of the University of Chicago's mission for present and future generations.

This unique role is suited for candidates who have demonstrated an exceptional work ethic. In addition to a bachelor's degree, we seek team-oriented professionals with strong analytical, writing, verbal communication, and organizational skills. Intellectual curiosity and critical thinking are paramount.

For Analysts pursuing further education, the University provides financial assistance for an MBA at the Booth School of Business and a CFA Charterholder designation.

Responsibilities

Under the direct supervision of the Managing Director of Strategy, assist the team in investment analysis to inform decisions regarding our diversified global portfolio.

Conduct research, prepare, and draft memos and presentations to support long-term strategic decisions across the various capital pools at the University.

Assist the team in sourcing, researching, analyzing, and conducting ongoing due diligence of external investment managers for the University's various investment pools.

This includes meeting with managers, performing rigorous quantitative/risk analysis, reviewing manager reports and correspondence, attending annual meetings, and discussing investment theses with the team.

Prepare data-driven investment memos recommending compelling investments for our portfolios.

Document meeting notes and track qualitative and quantitative information related to our investments.

Network with institutional peers and managers to stay updated on investment trends and uncover attractive investment opportunities.

Collaborate with team members across the Investment Office to share best practices, refine underwriting and reporting processes, and conduct topical analysis.

Engage with colleagues on the Risk and Investment Operations teams to investigate and resolve issues promptly.

Interact with various stakeholders across the University as well as external partners and audiences. Represent the University at meetings with managers, peers, and industry events.

Prepare exhibits for use in presentations to the management team and Investment Committee.

Support various aspects of the investment process, including the selection and monitoring of external investment specialists across asset classes.

Assist with sourcing and due diligence of potential new investments and perform industry analysis to assess the investment attractiveness of various strategies.

Perform other related tasks as required.

Minimum Qualifications

Minimum requirements include a college or university degree in a related field.


Work Experience

Minimum requirements include knowledge and skills developed through:

  • Coursework in finance, economics, or accounting.
  • Business experience.
  • CFA designation.
Technical Skills Or Knowledge

Proficiency in Excel and PowerPoint; advanced Excel skills and proficiency in Microsoft Office products.

Data analytics capabilities.

Familiarity with software programs such as AirTable and Tableau.

Understanding of or prior experience in the drivers of asset class returns.

Ability to learn various software programs utilized by the Investment Office.

Preferred Competencies

Strong analytical skills, including the capacity to comprehend complex data challenges and collaborate with senior team members to enhance analytical frameworks to identify unique insights.

Strong writing skills to draft presentations and memos.

Ability to identify and distill relevant facts and present them concisely; record meeting notes, identify themes/concerns, draw conclusions, and outline next steps.

Strong verbal communication skills to effectively engage with the team, external constituents, and the broader Investment Office.

Strong organizational skills to operate autonomously, manage work processes, communicate workflows, and ensure deadlines are met, often in a dynamic environment.

Exemplary work ethic.

An interest in portfolio management and institutional investing.

Ability to function effectively as a team member and work independently as needed.

Thorough professionalism.

Maintain strict confidentiality and exercise sound judgment when handling confidential information.

Working Conditions

Office setting Monday-Wednesday; remote work optional Thursday and Friday.

Some travel within the United States.

The Investment Office operates in a fast-paced environment, processing a significant volume of activity; candidates should enjoy and embrace this type of work culture.

Application Documents

Resume/CV (required)
Cover Letter (required)


When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.

Job Family

Financial Management


Role Impact

Individual Contributor


FLSA Status

Exempt


Pay Frequency

Monthly


Scheduled Weekly Hours

37.5


Benefits Eligible

Yes


Drug Test Required

No


Health Screen Required

No


Motor Vehicle Record Inquiry Required

No


Posting Statement

The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law.

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