Job Description:

• Develops and implements a long-term global investment strategy. Primarily responsible for managing assigned investment portfolios.
• Identifies compelling investment opportunities, completing due diligence, managing the review of legal documents and negotiating terms, and monitoring results.
• Monitors and manages relationships with existing external investment managers, researching broad investment trends, and evaluating and selecting new external managers.
• Manages the diversification of portfolio by asset class, partnerships, manager style, industry, vintage year, life cycle, and geography. Forecasts allocations based on investment activity and direct pace of future investing. 
• Prepares and delivers verbal and written presentations to the CIO and internal committees. Reviews and confirms the work completed by others. 
• Assists in building the teamâ™s reputation for professional excellence and credibility both inside the University of Chicago and throughout the investment management community. 
• Works mostly independently to develop the Investment Policy Statement to achieve the University's goals. Collaborates with asset class specialists and risk management team to develop overall goals and strategy for the University investment funds. Tailors the strategy to the appropriate risk tolerance and liquidity needs for the University endowment and other investment funds.
• 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.
• Performs other related work as needed.

Preferred Qualifications 

Education:

• MBA or advanced degree in finance, economics, or related field.

Experience:

• A proven investor with a minimum of 5-7 years of relevant experience working as a direct investor, or manager of managers in an institutional, family office or plan sponsor workplace. 
• Experience investing globally is highly valued. 
• Constructing and executing investment and asset allocation strategies across a broad portfolio managed by a team. 
• Identify and manage risk within a portfolio.  

Certifications: 

• Chartered Financial Analyst (CFA) designation.

Technical Skills or Knowledge:

• Superior analytical skills and a proven track record of incorporating quantitative and qualitative inputs; think strategically, analyze critically, and synthesize and effectively communicate complex strategies.  

Preferred Competencies

• A proven relationship builder with a strong network in the institutional investor community. 
• Constructively challenge, skillfully diplomatic, and respectfully debate.
• A demonstrated leader with the confidence and professional credibility to cultivate relationships with both internal and external constituents, and to make effective oral presentations representing the University of Chicago in a highly professional manner.  
• Previous experience coaching and developing more junior professionals.
• Excellent judgement, high integrity and personal values consistent with the values articulated by the University of Chicagoâ™s leadership.
• An energetic, hardworking individual with a proven track record as a collaborator.
• A high level of intellectual curiosity.
• A team player who is easy to get along with and is comfortable working across teams.
• An interest in supporting the work of a university endowment.

Working Conditions

• Travel in US and internationally, 20-60% of the time dependent on time of year, generally to attend annual meetings in the spring and fall.
• Office setting Monday-Wednesday; remote optionality Thursday and Friday.

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.

The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.

About University of Chicago (UC)

One of the world's premier academic and research institutions, the University of Chicago has driven new ways of thinking since our 1890 founding. Today, UChicago is an intellectual destination that draws inspired scholars to our Hyde Park and international campuses, keeping UChicago at the nexus of ideas that challenge and change the world.

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