Investment Analyst

About the Role

The Investment Analyst will assist in the diligence, monitoring, and portfolio analysis of the Jefferson investment portfolios, including public equities strategies, public fixed income, private equity, and private credit. The Analyst works closely with the MD, Multi-Asset and the Deputy CIO to construct and manage a portfolio of high-conviction external managers and to inform top-down asset allocation positioning.

This role is suited for a professional with strong fundamental analytical skills, comfort working across asset classes, and the judgment to evaluate active managers, market exposures, and risk. The Analyst will collaborate with the Office's external investment partners while ensuring the Office maintains direct ownership of every manager relationship.

Responsibilities

• Manager Sourcing and Diligence
  • Assist in sourcing, screening, and evaluation of managers.
  • Support manager diligence, including investment process review, portfolio analysis, factor and style attribution, operational due diligence coordination, and reference checks.
  • Support the production of detailed investment memos and present recommendations to the Managing Directors and CIO.
  • Maintain and expand the pipeline of marketable manager candidates and emerging managers.
• Portfolio Monitoring and Risk
  • Monitor existing managers, including ongoing performance reviews, exposure analysis, attribution, and personnel or process changes.
  • Analyze portfolio-level exposures, including geographic, sector, factor, duration, credit quality, and liquidity profile.
  • Partner with the Director of Operations and Performance Reporting/Analytics to ensure timely and accurate performance, risk, and exposure reporting.
  • Support stress testing, scenario analysis, and liquidity management for the marketable portfolio.
• Asset Allocation and Research
  • Contribute to top-down views on markets, including capital markets assumptions, valuation, positioning, and tactical opportunities.
  • Produce written research on macro themes, sub-asset class structural shifts, and manager-level insights.
  • Evaluate passive and systematic implementation options and the appropriate balance between active and passive risk.
• Team and External Partners
  • Collaborate with the Office's external investment partners as an extension of the team, leveraging their scale and specialty expertise while ensuring the Office retains decision-making and direct ownership of manager relationships.

Requirements

• Bachelor’s Degree.
• Less than 1 year of relevant investment experience, including demonstrated investment management and portfolio analysis at an endowment, foundation, OCIO, family office, fund-of-funds, consultant, investment manager, or via directly relevant applied courses during undergrad.
• Strong fundamental and quantitative analytical skills.
• Excellent written and verbal communication skills, including the ability to write clear, persuasive investment memos and present to senior audiences.
• Sound judgment and intellectual honesty; willingness to form and defend independent views.

Physical Demands

• Lift and carry up to 25 lbs.
• Frequent sitting/standing.
• Frequent keyboard use.

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including:

• Medical (including prescription), supplemental insurance, dental, and vision.
• Life and AD&D insurance, short- and long-term disability.
• Flexible spending accounts and retirement plans.
• Tuition assistance and access to tuition discounts at Thomas Jefferson University after one year of full-time service or two years of part-time service.
• Voluntary benefits, providing access to group rates on insurance and discounts.

All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.

Schedule

Workday Day (United States of America).