Job Bank

Job Description:

• Under direct supervision of the managing director of public markets and absolute return portfolios, assists the team in investment analysis to drive decisions in public equity and equity-oriented 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, evaluate specific risks, and formulate 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.
• Focuses on a primary asset class, gaining exposure to various asset classes through a scheduled analyst rotation.
• Supports some facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
• Performs other related work as needed.

Preferred Qualifications

Education:

• Coursework in finance, economics or accounting.
• Work towards a CFA designation.

Experience:

• Business experience.
• Knowledge of or prior experience in public equity markets.

Technical Skills or Knowledge:

• Advanced Excel skills and proficiency in Microsoft Office products.
• Learn various software programs used by the Investment Office.

Preferred Competencies

• 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.
• Identify and distill relevant facts and present them in a concise manner.
• Identify themes/concerns, draw conclusions, and identifying next steps.
• Strong verbal communication skills. Communicate effectively with the team, external constituents, and the broader Investment Office. At times, the Analyst will be 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 must be able to 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.
• Work and thrive in a fast-paced environment processing 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.
• Maintain strict confidentiality and exercise strong judgement when managing confidential information and high-profile individuals.

Working Conditions

• Office setting.
• Remote work schedule.
• 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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