Assists the team in investment analysis to drive decisions in our diversified, global portfoliounder direct supervision of the managing director.Â
Supports the team in sourcing, research, analysis, and ongoing due diligence of external investment managers; includes meeting with managers, conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, attending annual meetings, and debating investment theses with the team.Â
Prepares data-driven investment memos recommending compelling investments for our portfolios.Â Â
Researches, prepares, 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.Â Â
Assists with other project-related work including topics such as liquidity analysis, fee/term analysis, portfolio company metrics, and portfolio exposures.
Writes meeting notes and track documents and other qualitative and quantitative information related to our investments.Â
Networks with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities.Â
Collaborates with team members in other asset classes to share best practices, refine underwriting and reporting processes, and conduct topical analysis.Â
Interfaces with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.Â Â
Interacts 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.
Prepares exhibits for use in presentations to the management team and Investment Committee.Â
Supports many facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
Sources and performs due diligence of potential new investments. Performs industry analysis to determine investment attractiveness of various investment strategies.
Performs other related work as directed.
Coursework in finance or accounting.
Work towards a CFA designation.Â
Technical Skills or Knowledge:
Bloomberg, Cambridge Associates data and benchmarking processes.Â
Experience with data analytics.Â
Experience with software programs such as AirTable and Tableau.Â
Advanced Excel skills and proficiency in Microsoft Office products.
Learn various software programs used by the Investment Office.Â Â
Strong analytical skills, including the ability to grasp complex data problems and collaborate with senior team members to enhance analytical frameworks to identify unique insights.Â
Strong writing skills; draft investment previews and memos.
Identify and distill relevant facts and present them in a coherent concise manner; record meeting notes, identify themes/concerns, draw conclusions, and identify next steps.Â
Strong verbal communication skills; communicate effectively with team, external constituents, and the broader Investment Office.
Comfortable with being in the weeds, and at other times,looking at the bigger picture; adept at moving between these two perspectives.Â
Strong organizational skills; operate with a great deal of autonomy and manage work processes, communicate work flows, and ensure deadlines are met, often in an environment with changing priorities.
Exemplary work ethic.
Fast-paced environment and team processes a considerable volume of activity; enjoy and embrace this type of work culture.Â Â
An interest in portfolio management and institutional investing. Curiosity and a continuous desire toexpand knowledge of the investment process, capital markets, decision-making, and economics.Â Â Â
Function effectively as a team member and work independently as needed.Â Â
Thorough professionalism; exposure to confidential information and high-profile individuals, maintain strict confidentiality and exercise strong judgement.Â Â â‹
Office setting.Â â‹
Cover Letter (required)Â
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