Analyst - Job #2005

Client: Our client is a prestigious university endowment located in Florida. The investment team manages over $7 billion across a broadly diversified portfolio of asset classes and investment strategies. Opportunity: Our client is seeking a highly motivated Analyst to join its investment team, supporting both Partnership Management and Portfolio Management. The Analyst will focus primarily on researching and analyzing private market investments, including Private Equity, Venture Capital, Private Credit, Real Estate and other alternative strategies, while gaining broad exposure across the portfolio. The Analyst will work closely with senior investment professionals on manager research, due diligence, portfolio monitoring, investment analysis and asset allocation. This is an excellent opportunity for an early-career investor to gain broad institutional investment experience within a collaborative, intellectually rigorous team. Responsibilities: Monitor and evaluate investment managers through meetings, calls and periodic reportsConduct due diligence on prospective investments and external managersResearch investment strategies, market conditions and prospective managersAssist with financial modeling, portfolio valuation and “nowcasting” of private investmentsContribute to asset allocation, risk allocation and portfolio analysisAnalyze portfolio performance, positioning, exposures and riskCoordinate with investment and operations teams to maintain accurate portfolio dataPrepare investment materials and reports for internal stakeholders and the Board Qualifications: 0–5 years of experience at an asset manager, investment consultant, endowment/foundation, family office, OCIO or other sophisticated investment platformBachelor’s degree, preferably in Finance, Economics, Engineering, Mathematics, Science or another quantitative fieldStrong quantitative and analytical skills with proficiency in Excel and PowerPointUnderstanding of financial concepts, portfolio theory and investment statisticsExcellent written and verbal communication and slide-writing skillsWillingness to travel domestically and internationally, up to 25%