The Associate Portfolio Manager assigned to the one of the three asset class teams will perform analysis and monitoring of external investment specialists that currently manage funds for the Investment Office. In addition, he or she will assist with due diligence of potential new investments and perform quantitative and qualitative analysis to determine the relative attractiveness of various investment strategies.
Provides analysis of current portfolio holdings to the Managing Director and Senior Portfolio Manager.Focuses on manager returns, performance attribution, and underlying holdings and strategies.Evaluates current and projected levels of risk exposure, cash flow, and asset allocation.
Assists with the evaluation of new investments in the context of current holdings. Performs qualitative and quantitative analysis of a wide variety of investment managers to determine the relative attractiveness of investment strategies. Works with the rest of their asset class team to evaluate the effect of new capital commitments on broader measures of portfolio beta, liquidity, and asset allocation.
Prepares investment previews and recommendation write-ups for Managing Directorâ™s approval, which will be presented to the internal asset allocation committee for approval.
Assists the Managing Directors with the preparation of periodic reports for both internal and external review. Reports provide in-depth analysis of performance, investment strategy, and portfolio risk profile. These periodic reviews provide the basis for reports provided to the Investment Committee.
Maintains relationships, evaluates macro-level trends, and participates in meetings and discussions outside of assigned functional team.
Leads ongoing selected manager monitoring, as directed by Managing Directors.
Assists the Senior Portfolio Manager in managing due diligence and selection, manager monitoring and portfolio construction within the Global Public Equities, Equity Oriented Hedge Funds and Multi-Strategy Absolute Return portfolios.
Ensures that portfolio is in line with guidelines, as discussed with the Managing Director
Provides trade recommendations to Managing Director and Senior Portfolio Manager
Requires domestic travel and possibly occasional international travel to attend fund manager meetings or industry conferences independently.Specifically, with respect to the Public Markets and Absolute Return group (PMAR)
Strong analytical, organizational, and communication skills (written and verbal) required.
Creativity and analytical ability required.
An interest in portfolio management and institutional investment issues, along with willingness and interest to continually expand their knowledge of the investment process, capital markets and all finance and economic related material required.
Proficiency in Microsoft Office products, including advanced Excel skills required
Ability to learn various software programs used by the Office of Investments required.
Ability to function effectively as a team member and work independently as needed required.
Thorough professionalism in all technical and non-technical aspects of the position required.
Ability to work independently.
Ability to run investment manager monitoring and due diligence meetings.
Education, Experience or Certifications:
Bachelor's degree required.
Chartered Financial Analyst (CFA) designation and MBA (Master of Business Administration) degree required.
Knowledge and skills developed through 4-6 years of work experience in a related job discipline
All required documents must be submitted to be considered for this position
NOTE: When applying, all required documents MUST be uploaded under the Resume/CV section of the application.
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 identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.
Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via the Applicant Inquiry Form.
The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
Internal Number: JR03580
About University of Chicago
One of the world's premier academic and research institutions, the University of Chicago has driven new ways of thinking since our 1890 founding. Today, UChicago is an intellectual destination that draws inspired scholars to our Hyde Park and international campuses, keeping UChicago at the nexus of ideas that challenge and change the world.