Sr. Investment Analyst

Duties/Responsibilities

• Congduct extensive data gathering, documentation, and reporting on the private investment holdings, including private equity, private credit, and hedge funds.
• Prepare private investment analysis at a portfolio and fund level, including liquidity, exposures, benchmark comparisons (including peers), and related guideline analysis.
• Provide constituents relevant, accurate and consistent performance information for investment oversight.
• Prepare portfolio exposures and risk decomposition for the monitoring and management of the various investment portfolios.
• Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
• Monitor and prepare portfolio guideline compliance analysis.
• Participate in manager searches by preparing quantitative and qualitative analyses of prospective managers.
• Conduct portfolio optimization and stochastic modeling using asset allocation parameters.
• Prepare special analysis, ad hoc reporting and other duties as assigned.

Required Skills/Abilities

• Bachelor’s degree with five years of directly related experience.
• The experience should be in an institutional investment office such as an endowment, foundation, or pension plan.
• Strong background in investment analysis, portfolio analysis, and performance measurement methodologies.
• Working knowledge of Zephyr/PSN, Evest, Wilshire Compass or other portfolio optimization software.
• Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data and summarize complex sets of financial information.
• Ability to manage and prioritize multiple projects and deliver results within deadlines.
• Ability to work both autonomously and collaboratively.
• Commitment to integrity and desire to work for a mission-driven non-profit organization.
• Ability to think critically, relentless life-long learner, sense of intellectual curiosity, humor, and humility.