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Financial Investment Analyst

2 months 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 support its mission of academic excellence and inquiry.

Our office manages the University's endowment under the oversight of the 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 thrive on innovation and proactively seek investment opportunities, believing that exceptional investment prospects are often found through diligent searching rather than passively waiting.

Job Summary

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

Under the guidance of senior managers, the Analyst will engage in a variety of tasks to assist the team with asset allocation, portfolio construction, and management responsibilities.

The Analyst will have the chance to interact with prominent 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 future generations.

This exceptional opportunity is intended for candidates who exhibit a strong work ethic. In addition to a bachelor's degree, we seek team-oriented individuals with robust analytical, writing, verbal communication, and organizational skills. Intellectual curiosity and critical thinking are essential.

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 University's various capital pools.

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

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

Prepare data-driven investment memos that recommend compelling investment opportunities 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 identify attractive investment opportunities.

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

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

Engage with various stakeholders across the University and external partners. Represent the University at meetings with managers, peers, and industry events.

Prepare materials for presentations to the management team and Investment Committee.

Support 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 analyses to assess the attractiveness of various investment strategies.

Perform other related tasks as necessary.

Minimum Qualifications

Minimum requirements include a college or university degree in a relevant 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 familiarity with Microsoft Office products.

Data analytics capabilities.

Familiarity with software programs such as AirTable and Tableau.

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

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


Preferred Competencies

Strong analytical skills, including the ability to comprehend complex data issues and collaborate with senior team members to enhance analytical frameworks for unique insights.

Excellent writing skills for drafting presentations and memos.

Ability to identify and distill relevant facts, presenting them concisely; record meeting notes, identifying themes and concerns, drawing conclusions, and outlining next steps.

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

Exceptional organizational skills to operate autonomously, manage workflows, and ensure deadlines are met in a dynamic environment.

Demonstrated work ethic.

An interest in portfolio management and institutional investing.

Ability to function effectively as a team member while also working independently as required.

High level of professionalism.

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


Working Conditions

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

Some travel within the United States may be required.

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


Application Documents

Resume/CV (required)
Cover Letter (required)


When applying, documents must be uploaded via the designated application section.

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 based on race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability status, military or veteran status, genetic information, or other protected classes under the law.