Asset Allocation Specialist, Endowment Management

7 days ago


Chicago, Illinois, United States University of Chicago Full time
Job Summary

We are seeking a highly skilled and experienced Portfolio Manager to join our team at the University of Chicago. The successful candidate will be responsible for developing and implementing a long-term global investment strategy, managing assigned investment portfolios, and identifying compelling investment opportunities.

Key Responsibilities
  • Develop and implement a long-term global investment strategy to achieve the University's goals
  • Manage assigned investment portfolios, including identifying and evaluating investment opportunities, completing due diligence, and negotiating terms
  • Monitor and manage relationships with existing external investment managers, researching broad investment trends, and evaluating and selecting new external managers
  • Manage the diversification of portfolio by asset class, partnerships, manager style, industry, vintage year, life cycle, and geography
  • Forecast allocations based on investment activity and direct pace of future investing
  • Prepare and deliver verbal and written presentations to the CIO and internal committees
  • Review and confirm the work completed by others
  • Assist in building the team's reputation for professional excellence and credibility both inside the University and throughout the investment management community
  • Collaborate with asset class specialists and risk management team to develop overall goals and strategy for the University investment funds
  • Tailor the strategy to the appropriate risk tolerance and liquidity needs for the University endowment and other investment funds
  • Use a deep understanding of financial management to assess all asset classes and investments to provide a unique overall perspective across the staff's investment strategies
Requirements
  • MBA or advanced degree in finance, economics, or related field
  • A proven investor with a minimum of 5-7 years of relevant experience working as a direct investor, or manager of managers in an institutional, family office or plan sponsor workplace
  • Experience investing globally is highly valued
  • Constructing and executing investment and asset allocation strategies across a broad portfolio managed by a team
  • Identify and manage risk within a portfolio
  • Chartered Financial Analyst (CFA) designation
  • Superior analytical skills and a proven track record of incorporating quantitative and qualitative inputs
  • Think strategically, analyze critically, and synthesize and effectively communicate complex strategies
Preferred Qualifications
  • A proven relationship builder with a strong network in the institutional investor community
  • Constructively challenge, skillfully diplomatic, and respectfully debate
  • A demonstrated leader with the confidence and professional credibility to cultivate relationships with both internal and external constituents, and to make effective oral presentations representing the University of Chicago in a highly professional manner
  • Previous experience coaching and developing more junior professionals
  • Excellent judgement, high integrity and personal values consistent with the values articulated by the University of Chicago's leadership
  • An energetic, hardworking individual with a proven track record as a collaborator
  • A high level of intellectual curiosity
  • A team player who is easy to get along with and is comfortable working across teams
  • An interest in supporting the work of a university endowment
Working Conditions

Travel in US and internationally, 20-60% of the time dependent on time of year, generally to attend annual meetings in the spring and fall

Office setting Monday-Wednesday; remote optionality Thursday and Friday


  • Portfolio Manager

    4 hours ago


    Chicago, Illinois, United States First Recruiting LLC Full time

    About the RoleFirst Recruiting LLC is seeking a highly skilled Portfolio Manager to join our Asset Management Group. As a key member of our team, you will be responsible for managing assets on behalf of our clients, monitoring existing holdings, and generating new investment ideas.Key ResponsibilitiesContribute to the development and implementation of...


  • Chicago, Illinois, United States Brookfield Asset Management Full time

    Location Chicago Business Division - Public Securities Brookfield's Public Securities division caters to institutions and individuals aiming to leverage the investment benefits of real assets through actively managed equity and debt strategies. This division utilizes Brookfield's foundational expertise in real assets across various sectors, including real...


  • Chicago, Illinois, United States Brookfield Asset Management Full time

    Location Chicago Business Area - Public Securities Brookfield's Public Securities Group is dedicated to serving institutions and individuals who seek the investment benefits of real assets through actively managed listed equity and debt strategies. The Group utilizes Brookfield's foundational expertise in real assets across various sectors including real...


  • Chicago, Illinois, United States Calamos Asset Management Full time

    **About Calamos Asset Management**Calamos Asset Management is a leading global investment firm dedicated to delivering value-added performance and exceptional client service. Grounded in a strong commitment to family values, the company provides its associates with a challenging environment that fosters personal and professional growth.**Our Investment...


  • Chicago, Illinois, United States First Recruiting Full time

    Job SummaryFirst Recruiting is seeking a highly skilled Portfolio Manager to join our Asset Management Group. As a key member of our team, you will be responsible for managing assets on behalf of our firm, monitoring existing holdings, generating new investment ideas, and devising and implementing investment strategies.Key ResponsibilitiesAsset Management:...


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

    Job SummaryThe University of Illinois Foundation is seeking a highly skilled Investment Operations Specialist to join its team. As a key member of the investment team, this individual will be responsible for providing critical support in managing a multi-asset class investment portfolio.Key ResponsibilitiesEnter transactions and valuations in the internal...


  • Chicago, Illinois, United States Brookfield Asset Management Full time

    Location: ChicagoBusiness Unit: Public SecuritiesBrookfield's Public Securities Group is dedicated to providing institutions and individuals with the investment benefits of real assets through actively managed equity and debt strategies. This group capitalizes on Brookfield's extensive expertise in real assets, encompassing real estate, infrastructure, real...


  • Chicago, Illinois, United States Brookfield Asset Management Full time

    About the RoleWe are seeking a highly skilled Quantitative Investment Analyst to join our Public Securities Group in Chicago. As a key member of our team, you will work closely with investment and risk professionals to enhance existing investment strategies and create new products.Key ResponsibilitiesDevelop and implement quantitative investment portfolios...


  • Chicago, Illinois, United States Brookfield Asset Management Full time

    About the RoleWe are seeking a highly skilled Quantitative Investment Analyst to join our Public Securities Group in Chicago. As a key member of our team, you will work closely with investment and risk professionals to enhance existing investment strategies and create new products.Key ResponsibilitiesDevelop and implement quantitative investment portfolios...


  • Chicago, Illinois, United States McDonald's Corporation Full time

    Job DescriptionThe Commercial Product & Platform vision develops global technology products and platforms that delight our customers and enable our crews to operate our restaurants efficiently and optimally.Key Responsibilities:Resource Allocation and Planning: Oversee the allocation and management of resources, including personnel, equipment, and materials,...


  • Chicago, Illinois, United States McDonald's Full time

    Job Summary:The Commercial Product & Platform vision develops global technology products and platforms that delight our customers and enable our crews to operate our restaurants efficiently and optimally.Key Responsibilities:Oversee the allocation and management of resources, including personnel, equipment, and materials, to ensure the successful completion...


  • Chicago, Illinois, United States Rand Worldwide, Inc Full time

    Position OverviewThe Resource Management Specialist at Rand Worldwide, Inc. will focus on strategizing and distributing resources for various projects, adapting resource requirements for ongoing initiatives as necessary, and overseeing overall resource usage to maintain optimal efficiency across all personnel. A background in Human Resources or related...


  • Chicago, Illinois, United States Brookfield Asset Management Full time

    Position Overview Brookfield Asset Management is looking for a talented quantitative analyst to join our dynamic team. This role will be based in our Chicago office and involves collaboration with investment and risk professionals to refine current investment strategies and develop innovative products. The ideal candidate will have a strong background in...


  • Chicago, Illinois, United States Rand Worldwide, Inc Full time

    Position OverviewThe Resource Management position at Rand Worldwide, Inc. focuses on the strategic planning and distribution of resources for various projects. This role involves adjusting resource requirements for ongoing initiatives and overseeing overall resource utilization to maintain optimal efficiency across all assets. A background in human resources...


  • Chicago, Illinois, United States Crate & Barrel Holdings, Inc. Full time

    About Us At Crate & Barrel Holdings, Inc., we are dedicated to fostering a lifestyle that embodies joy and purpose in the contemporary home. Our diverse team of over 8,000 professionals operates across 130 retail and distribution centers throughout the United States and Canada. Role Overview We are seeking a Product Photography and Asset Management...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We are committed to delivering exceptional service, expertise, and integrity, while remaining true to our...


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

    Job SummaryWe are seeking a highly skilled and experienced Portfolio Manager to join our team at the University of Chicago. The successful candidate will be responsible for developing and implementing a long-term global investment strategy, managing assigned investment portfolios, and identifying compelling investment opportunities.Key...


  • Chicago, Illinois, United States Goodwill Industries of Southeastern Wisconsin, Inc. Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Asset Protection Specialist to join our team at Goodwill Industries of Southeastern Wisconsin, Inc. As an Asset Protection Specialist, you will play a critical role in ensuring the security and integrity of our organization's assets, as well as promoting a safe and respectful work environment.Key...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, Illinois, United States Wellington Management Full time

    About UsWellington Management is a leading investment management firm that offers a comprehensive range of investment solutions to institutional clients worldwide.About the RoleWe are seeking a highly skilled and experienced sales professional to join our Wealth Management team as a Portfolio Development Specialist. This role will be responsible for...