Job Bank

Job Description:

• Under direct supervision of the managing director of the Inflation-Sensitive and Diversifying portfolios, assists the team in investment analysis to drive decisions in our diversified global portfolio.
• Supports the team in sourcing, research, analysis, and ongoing due diligence of external investment managers; this includes meeting with managers, conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, attending annual meetings, and debating investment theses with the team.
• Prepares data-driven investment memos recommending compelling investments for our portfolios.
• Researches, prepares, and writes memos and presentations that explore market trends, evaluates specific risks, and formulates views and recommendations related to enhancing returns across the portfolios over the long term.
• 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 tracks documents and other qualitative and quantitative information related to our investments.
• Networks with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities.
• Collaborates with team members in other asset classes to share best practices, refine underwriting and reporting processes, and conduct topical analysis.
• Interfaces with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.
• Interacts with multiple constituencies across the University as well as external partners and audiences. Represents the University at meetings with managers, peers, and at industry events.
• Prepares exhibits for use in presentations to the management team and Investment Committee.
• Uses a deep understanding of financial management to assess all asset classes and investments to provide a unique overall perspective across the staff's investment strategies.
• Collaborates with analytics team members and Client Services leadership to create and prototype new data products and product families.
• Gains exposure to various asset classes through a scheduled analyst rotation.
• 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 needed.

Preferred Qualifications

Education:

• Coursework in finance, economics or accounting.

Certifications:

• Work towards a CFA designation.

Technical Skills or Knowledge:

• Experience with Bloomberg, Cambridge Associates data and benchmarking processes.
• Experience with data analytics.
• Experience with software programs such as AirTable and Tableau.
• Advanced Excel skills and proficiency in Microsoft Office products.
• Learn various software programs used by the Investment Office.

Preferred Competencies

• Knowledge of or prior experience in credit, hedge funds, or real estate.
• 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.
• Strong writing skills; draft investment previews and memos. Identify and distill relevant facts and present them in a concise manner for recording meeting notes, identifying themes/concerns, drawing conclusions, and identifying next steps.
• Strong verbal communication skills. Communicate effectively with the team, external constituents, and the broader Investment Office. Tasked with being in the weeds, and at other times, looking at the bigger picture, adept at moving between these two perspectives.
• Strong organizational skills. Operate with a great deal of autonomy and manage their work processes, communicate work flows, and ensure they are able to meet deadlines, often in an environment with changing priorities.
• Exemplary work ethic. The Investment Office is fast-paced and the team processes a considerable volume of activity; enjoy and embrace this type of work culture.
• An interest in portfolio management and institutional investing. Curiosity and a continuous desire to expand knowledge of the investment process, capital markets, decision-making, and economics.  
• Function effectively as a team member and work independently as needed.
• Thorough professionalism. Exposed to confidential information and high-profile individuals and maintain strict confidentiality and exercise strong judgement.

Working Conditions

• Office setting Monday - Wednesday; remote option Thursday and Friday.
• Some US travel.

Application Documents

• Resume/CV (required)
• Cover Letter (required)

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.

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