Investment Analyst - Growth Strategies
About the Job
The University of Minnesota is seeking an Investment Associate/Senior Investment Associate focused on Growth Strategies. This is a hybrid position with at least 3 days in the office.
Responsibilities
Engagement with the Endowment’s existing portfolio of Growth managers as part of the ongoing monitoring and due diligence process
Reviewing quarterly reports, statements, newsletters to maintain a robust knowledge of the drivers of investment performance within each underlying fund position
Actively participate with existing fund managers to build and maintain relationships and knowledge of the investment process – including compilation of pre-meeting materials and accurate post-meeting notes
Travel to attend Annual Meetings and/or ad hoc meetings with these existing fund managers as needed – serving as a representative of the Endowment
Supporting the Senior Investment Director in the identification and evaluation of prospective new investment opportunities
Market mapping and peer networking
Screen and evaluate new investment managers and opportunities, ability to assist in triage of inbound investment opportunities
Deep qualitative and quantitative due diligence, performance evaluation, assessment of risk management, etc.
Aid in drafting Investment Memos for presentation to the rest of the Investment Team alongside the Senior Investment Director
Coordination with Middle and Back-office functions to complete investments and establish ongoing monitoring processes
Supporting the Senior Investment Director and the Chief Investment Officer on matters related to portfolio management
Develop working knowledge of day-to-day activities related to Endowment’s investment operations activities and collaborate with the team on projects as needed
Build, update and maintain models, spreadsheets and dashboards (related to portfolio, managers and underlying exposures)
Assist in thematic research projects
Aid in preparation of quarterly Investment Advisory Committee materials, ensuring accuracy of data and presentation
Supporting the investment activities of the other pools of capital managed by OIB
Variad administrative tasks as required
Qualifications
Relevant years of Experience- Investment Associate: BA/BS degree plus at least six years of relevant experience.
Senior Investment Associate: BA/BS degree plus at least eight years of relevant experience.
Experience in any of the following asset classes: public equity, private equity or venture capital
Progress toward or completion of a CFA, CAIA, or MBA is a plus and may be eligible to count towards the years of experience requirement
Strong interest in the investment industry, portfolio theory, and the global capital markets.
Strong intellectual curiosity, flexibility, and data-driven approach to analysis.
Ability to travel domestically and internationally as required.
Experience in conducting research and organizing findings.
Solid knowledge of Excel, database tools, AI applications and other technology pertinent to analyst role
Excellent interpersonal skills and the ability to work closely with a small team
Strong work ethic, professional maturity
Commitment to high standards of moral and ethical behavior
About the Department
The University of Minnesota is the state’s land-grant University and one of the nation's most prestigious public research universities. We're ranked by Forbes as a Best Employer by State and currently have an extraordinary opportunity within the Office of Investments & Banking (OIB).
Pay and Benefits
Pay Range: $140,000 - $230,000; depending on education/qualifications/experience, plus participation in OIB incentive compensation program.
How To Apply
To be considered for this position, please click the Apply button and follow the instructions. You will have the opportunity to complete an online application for the position and attach a cover letter and resume or CV.
Diversity
The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.