Required Qualifications (as evidenced by an attached resume):
Bachelor's degree (foreign equivalent or higher) . One (1) year of full-time professional experience in a financial environment. Experience with Microsoft Office Word and Excel (Create simple PivotTable reports, basic formulas, etc).
Experience working in a finance capacity as an analyst. Additional years (2+) of full-time professional experience in a financial environment. Experience with forecasting annual budgets and account reconciliation. Advanced Excel experience (complex formulas, conditional formatting, etc).
Brief Description of Duties:
Stony Brook Foundation seeks a Junior Investment Analyst who is a self-starter with a strong intellect, superior analytical ability, outstanding communication skills, and a passion for investing. The successful candidate will be a key part of a two-person investment team and work closely with the Chief Investment Officer to manage the Foundation's endowment. The successful candidate must have excellent interpersonal skills, demonstrated quantitative ability, outstanding attention to detail and a passion for investing. The successful candidate will be a self-starter who thrives on working closely within a small team.
The Junior Investment Analyst will initially have primary responsibility for portfolio analytics used to monitor existing investments and evaluate future opportunities. The incumbent will participate in due diligence meetings, and identify and take on important research and analytical tasks. The incumbent will have the opportunity to learn or deepen various skills including an understanding of selected asset classes, fund manager monitoring and assessment, and endowment management more broadly. The selected candidate will have the ability to manage and analyze a budget and make solid financial recommendations.
Performing rigorous due diligence on new and existing managers, which will include the creation of reports and processes to monitor manager exposures, holdings, news, and staffing.
Analyzing portfolio performance, exposures and other characteristics; clearly and concisely communicating key conclusions of analysis to the team.
Assisting with research on investment strategies and opportunities.
Assisting with the identification, selection, and monitoring of outside investment managers across various strategies, including marketable and non-marketable funds.
Assisting with administrative and operational tasks as needed; assisting with the preparation of investment committee meeting materials.
Performing such other duties as may be assigned from time to time by the Chief Investment Officer.
Other duties as assigned.
The Research Foundation of SUNY is a private educational corporation. Employment is subject to the Research Foundation policies and procedures, sponsor guidelines and the availability of funding. FLSA Nonexempt position, eligible for the overtime provisions of the FLSA.
Stony Brook University, home to many highly ranked graduate research programs, is located 60 miles from New York City on Long Island's scenic North Shore. Our 1,100-acre campus is home to 24,000 undergraduate, graduate, and doctoral students and more than 13,500 faculty and staff. SBU is a comprehensive research-intensive university and a member of the prestigious Association of American Universities (AAU), which includes 34 public universities among its 62 members. SBU consists of 12 schools and colleges and a teaching hospital that provides state-of-the-art healthcare in the Long Island region. SBU also manages and performs joint research with Brookhaven National Laboratory, the only Department of Energy Laboratory in the Northeast, and shares doctoral programs with Cold Spring Harbor Laboratory, a world-renowned molecular biology institute. Home to the Emerson String Quartet, the Jackson Pollock House in East Hampton, New York, the Humanities Institute, and the Southampton Arts Program, and with endeavors that extend to the Turkana Basin Institute in Kenya and the Ranomafana National Park in Madagascar, SBU sustains an international reputation that cuts across the arts, humanities, social sciences, and natural sciences.
Stony Brook University/Research is an Equal Opportunity /Affirmative Action Employer. We encourage all to apply including individuals with disabilities and protected veterans.
If you need a disability related accommodation, please call the University Human Resource Services Department at (631) 632- 6161 or the University Hospital Human Resources Department at (631) 444-4700. In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (631) 632- 6350. It can also be viewed on line at the University Police website at http://www.stonybrook.edu/police .
Job Field: Administrative & Professional (non-Clinical)
Primary Location: US-NY-Stony Brook
Department/Hiring Area: Stony Brook Foundation-The Research Foundation for The State University of New York at Stony Brook
Schedule: Full-time Shift: Day Shift Shift Hours: 8:30 am - 5:00 pm Pass Days: Sat, Sun
Posting Start Date: Aug 7, 2019
Posting End Date: Aug 22, 2019, 3:59:00 AM
Salary: Commensurate with experience within the range of $50,000 - $60,000.
Salary Grade: N8
Appointment Type: Regular
Internal Number: 1902638
About Stony Brook University
FROM ITS BEGINNINGS A HALF-CENTURY AGO, STONY BROOK UNIVERSITY HAS BEEN CHARACTERIZED by innovation, energy and progress, transforming the lives of people who earn degrees, work and make groundbreaking discoveries here. A dramatic trajectory of growth has turned what was once a small teacher preparation college into an internationally recognized research institution that is changing the world.