Investment Analyst, Private Equity

3 weeks ago


Chicago, Illinois, United States The University of Chicago Full time
About the Role

The University of Chicago's Office of Investments is seeking a highly motivated and detail-oriented Investment Analyst to join our Private Equity team. As an Investment Analyst, you will play a critical role in supporting the team's efforts in identifying and screening new investment managers, monitoring and benchmarking analysis of managers' performance, and performing industry analysis to determine investment attractiveness of various investment strategies.

Key Responsibilities
  • Assist the team in investment analysis to drive decisions in our diversified global portfolio.
  • Support the team in sourcing, researching, analysis, and ongoing due diligence of external investment managers.
  • Prepare data-driven investment memos recommending compelling investments for our portfolios.
  • Research, prepare, and write memos and presentations that explore market trends, evaluate specific risks, and formulate views and recommendations related to enhancing returns across the portfolios over the long term.
  • Assist with other project-related work including topics such as liquidity analysis, fee/term analysis, portfolio company metrics, and portfolio exposures.
  • Write meeting notes and track documents and other qualitative and quantitative information related to our investments.
  • Network with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities.
  • Collaborate with team members in other asset classes to share best practices, refine underwriting and reporting processes, and conduct topical analysis.
  • Interface with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.
  • Interact with multiple constituencies across the University as well as external partners and audiences. Represent the University at meetings with managers, peers, and at industry events.
  • Prepare exhibits for use in presentations to the management team and Investment Committee.
  • Focus on a primary asset class, gaining exposure to various asset classes through a scheduled analyst rotation.
  • Assist with sourcing and due diligence of potential new investments and perform industry analysis to determine investment attractiveness of various investment strategies.
Requirements
  • Education: Minimum requirements include a college or university degree in a related field.
  • Work Experience: Minimum requirements include knowledge and skills developed through experience in a related field.
  • Certifications: Work towards a CFA designation.
  • Technical Skills or Knowledge: Bloomberg, Cambridge Associates data and benchmarking processes. Skilled in data analytics. Software programs such as AirTable and Tableau. Advanced Excel skills and proficiency in Microsoft Office products.
Preferred Qualifications
  • Education: Coursework in finance, economics, or accounting.
  • Certifications: CFA designation.
  • Technical Skills or Knowledge: Advanced data analytics skills. Proficiency in software programs such as AirTable and Tableau.
About the University of Chicago

The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans employer. We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.



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