Investment Analyst

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.

Work Experience :

Minimum requirements include knowledge and skills developed through < 2 years of work experience in a related job discipline.

Certifications :

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)

When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.

Job Family

Financial Management

Role Impact

Individual Contributor

FLSA Status

Exempt

Pay Frequency

Monthly

Scheduled Weekly Hours

37.5

Benefits Eligible

Drug Test Required

Health Screen Required

Motor Vehicle Record Inquiry Required

Posting Statement

The University of Chicago is an Affirmative Action / Equal Opportunity / Disabled / Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or 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 Applicant Inquiry Form.

We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.

All offers of employment are contingent upon a background check that includes a review of conviction history.A conviction does not automatically preclude University employment.

Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.

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