Job Description:

• Under the direct supervision of the Managing Director of Strategy, assists the team in investment analysis to drive decisions in our diversified global portfolio.
• Researches, prepares, and writes memos and presentations to support long-term strategy decisions across the various pools of capital at the University.
• Supports the team in sourcing, researching, analyzing, and ongoing due diligence of external investment managers for the Universityâ™s various investment pools. 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.
• Writes meeting notes and track 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 across the Investment Office 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.
• Supports some facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
• Assists with sourcing and due diligence of potential new investments and 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.

Experience:

• Business experience.

Certifications:

• CFA designation.

Technical Skills or Knowledge:

• Excel and PowerPoint; advanced Excel skills and proficiency in Microsoft Office products.
• Data analytics.
• Proficient with software programs such as AirTable and Tableau.
• Knowledge of or prior experience in drivers of asset class returns.
• 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. Draft presentations and memos.
• Identify and distill relevant facts and present them in a concise manner; record 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. At times, 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 work processes, communicate work flows, and ensure deadlines are met, often in an environment with changing priorities.
• Exemplary work ethic.
• An interest in portfolio management and institutional investing. Curiosity and a continuous desire to expand their 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.

Working Conditions

• Office setting Monday-Wednesday; remote optionality Thursday and Friday.
• Some US travel.
• The Investment Office is fast-paced and the team processes a considerable volume of activity; enjoy and embrace this type of work culture.

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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