Senior Investment Associate

4 weeks ago


Oakland, California, United States University of California - Office of the President Full time
Job Summary

The University of California, Office of the President, is seeking a highly skilled Senior Investment Associate to join its Real Estate Team. As a key member of the team, you will be responsible for supporting the execution of primary and secondary fund commitments, co-investments, and direct investments on a global basis.

The ideal candidate will have strong quantitative skills, excellent communication skills, and the ability to apply business/investment judgement when some data points are not provided. Prior professional experience in consulting, corporate development, investment banking, and/or Real Estate is preferred.

Key Responsibilities:

  • Oversee a portfolio of general partner relationships, including reviewing quarterly reporting, producing bi-annual monitoring reports, and attending annual meetings.
  • Analyze and conduct due diligence on primary funds and co-investments, including leading underwriting efforts and performing quantitative analysis.
  • Build and develop a database of funds and portfolio companies to support comparable analysis and provide market intelligence.
  • Develop a network with peer professionals from the GP, LP, and service provider communities.

Requirements:

  • Bachelor's degree in a related area and a minimum of five (5) years of applicable work experience and/or equivalent experience/training.
  • Strong financial modeling skills and fluency in understanding financial statements and models.
  • Working knowledge of Limited Partner legal agreements and key economic terms that impact investments.

What We Offer:

  • A competitive salary range of $165,000 - $190,000.
  • A comprehensive benefits package, including health, dental, and vision insurance, retirement savings, and paid time off.
  • The opportunity to work with a dynamic team and contribute to the success of the University of California, Office of the President.

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