Investment Manager, Minneapolis, MN - As part of the University of Minnesotaâ™s Office of Investments and Banking, Investment Manager supports the investment activities of the Universityâ™s ~$2.1B endowment fund. Primary responsibility is on sourcing, researching, diligencing, recommending, and monitoring equity-oriented investments, with extensive involvement across the full spectrum of liquid and illiquid asset classes and strategies utilized in the endowment, which includes: traditional rates and credit, private credit, public equities, private equity, venture capital, real assets and hedge funds. Area(s) of focus at any point in time will be directed by the Chief Investment Officer based on an amalgamation of considerations such as market environment and opportunity, current portfolio dynamics, and/or the Investment Managerâ™s particular areas of expertise or familiarity. Conduct deep-dive initial and ongoing due diligence on investment strategies, managers and co-investment opportunities across various asset classes. Produce detailed investment memorandums and summaries for presentation to the Investment Advisory Committee. Play a key role in shaping portfolio strategy and design in partnership with other members of the OIB investment team. Lead research projects regarding various asset classes, investment strategies and/or thematic market opportunities. Collaborating (e.g. tag-teaming or playing devilâ™s advocate) with other members of the OIB investment team on research and manager diligence efforts. Cultivate networks and relationships across the industry to improve sourcing quality and stay abreast of key trends and best practices. Assist in the preparation of investment committee meeting presentation materials. Partner with internal general counsel and OIBâ™s operations manager to review and negotiate legal documents. Conduct diligence and make recommendations to the various governing groups about local investment opportunities associated with Minnesotaâ™s State Small Business Credit Initiative (SSBCI) Venture Program and the Universityâ™s designated technology commercialization fund, known as Discovery Capital. May work on environmental, social and governance policy and strategy, performance and risk analytics, data management, operating pool investment strategy, defined contribution retirement program design and oversight and/or broader finance-related projects supporting the University. Domestic and International travel 10-25%. (No agencies or phone calls please.)

Requires a BA/BS degree in economics, finance, business administration, accounting or related discipline and 8 years of experience at an asset owner (endowment and foundation, pension fund, etc.), investment bank and/or buy-side investment management firm. 

• Financial modeling and data analytics.
• Sourcing, diligencing and monitoring investment strategies across both public and private markets, with the ability to conduct robust soup-to-nuts diligence with minimal supervision.
• Data and information management.
• Investment as an asset owner or investment bank.
• Microsoft Office Suite.

Must possess 2 years of experience with directly sourcing, diligencing and selecting venture-backed, early-stage investment opportunities.

Must possess CFA charterholder or progress towards.
 

About University of Minnesota Twin Cities

The University of Minnesota, founded in the belief that all people are enriched by understanding, is dedicated to the advancement of learning and the search for truth; to the sharing of this knowledge through education for a diverse community; and to the application of this knowledge to benefit the people of the state, the nation, and the world.

Connections working at University of Minnesota Twin Cities