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The University of Chicago Investment Analyst - JR27012-3800 in Chicago, Illinois

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12187829 Department

Investment Strategy and Pensions

About the Department

The Office of Investments is committed to protecting and growing the University of Chicago\'s endowment assets to support UChicago\'s mission of inquiry and academic excellence. Our office invests the University\'s endowment while operating under the guidance of the University\'s Board of Trustees Investment Committee.

The University of Chicago\'s endowment pool is one of the 20 largest private university endowments in the United States. We thrive on innovation and active sourcing of investment opportunities. We believe superior investment opportunities rarely find us, instead we seek them out.

Job Summary

The Investment Office is seeking an Analyst to become an active member of our investment team, a group of portfolio managers and fellow analysts who value teamwork, intellectual curiosity, and collaboration. Under the direct supervision of senior managers, the Analyst will perform a wide range of activities to support the team\'s asset allocation, portfolio construction, and portfolio management responsibilities. The Analyst will have the opportunity to meet with leading investors from around the world, and their work will directly impact the financial foundation of the institution, ensuring continuation of the University of Chicago\'s mission for current and future generations. This unique opportunity is for applicants who have demonstrated exemplary work ethic. Beyond a bachelor\'s degree, we are seeking team-oriented professionals that possess strong analytical, writing, verbal communication, and organizational skills. Intellectual curiosity and critical thinking are of utmost importance. For Analysts pursuing advanced education, the University offers financial support for an MBA at the Booth School of Business and a CFA Charterholder designation.

Responsibilities

  • 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 University\'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.

Minimum Qualifications

Education:

Minimum requirements include a college or university degree in related field.

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Work Experience:

Minimum requirements include knowledge and skills developed through ---

Certifications:

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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 comple

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