Share this Job

Investment Analyst

Current UC employees must apply internally via SuccessFactors > http://bit.ly/UCEMPL

 

Founded in 1819, the University of Cincinnati ranks among the nation’s best urban public research universities. Home to more than 47,000 students, 10,500 faculty and staff and 330,000 alumni, UC combines a Top 35 research university with a physical setting The New York Times calls “the most ambitious campus design program in the country.”

 

With the launch of Next Lives Here, the Cincinnati Innovation District, a $100 million JobsOhio investment, eight straight years of record enrollment, worldwide leadership in cooperative education, a dynamic academic health center and entry into the Big 12 athletic conference, UC’s momentum has never been stronger. UC’s annual budget tops $1.6 billion and its endowment totals $1.9 billion.

 

Job Overview

Opportunity to join a small, stable, cohesive, and ambitious investment team managing $2 billion of endowment as well as additional short-term capital in managers focused on a wide variety of investment types, including both traditional and alternative investments. Our team’s successful ten-year track record includes special focus on difficult-to-access buyout, growth, and venture capital managers. Highly transparent, collaborative decision-making process in a generalist structure provides excellent climate for learning and growth.

 

Market-based, competitive salary plus attractive benefit package; this role also offers the opportunity to qualify for participation in variable incentive compensation program.

 

In order to support highly collaborative team process, work location will be primarily in-person with hybrid flexibility as appropriate.

Essential Functions

  • Manage flow of investment opportunities: screen and track investment opportunities including hedge funds, private equity funds, real estate funds, traditional long-only equity and fixed income funds, and separately-managed accounts.
  • Monitor existing portfolio: conduct qualitative and quantitative analyses of the endowment portfolio, including analyses of current portfolio allocations, historical return patterns, current managers' underlying portfolios, etc.
  • Analyze investment performance: calculate and analyze investment performance of the primary endowment portfolio, underlying portfolios, and individual managers relative to benchmarks, peers, and absolute return targets.
  • Execute investments: assume leadership role in executing new investments, transitions, rebalancing. Oversee legal process, including coordinating with outside legal counsel, inside legal counsel, and the investment team. Oversee investment administration including wire transfers, execution of subscription documents, cash management, decision documentation, etc.
  • Manage financial market monitoring tools: create and maintain tools for monitoring financial market movements, valuations, capital flows, etc.
  • Prepare reports for investment team, clients and constituencies. 
  • Perform related duties based on departmental need. This job description can be changed at any time.

Required Education

Bachelor’s Degree must be in economics, finance, statistics or related field.

Required Experience

Two (2) years of experience in managing or analyzing investments.

Additional Qualifications Considered

  • Progress toward the CFA designation is ideal
  • Microsoft Excel and Bloomberg proficiency is a plus
  • Other Investment/CRM Software experience is helpful

Physical Requirements/Work Environment

  • Office environment/no specific unusual physical or environmental demands.

 

Compensation and Benefits

UC offers a wide array of complementary and affordable benefit options, to meet the financial, educational, health, and wellness needs of you and your family. Eligibility varies by position and FTE.

  • Competitive salary range dependent on the candidate's experience.
  • Comprehensive insurance plans including medical, dental, vision, and prescription coverage.
  • Flexible spending accounts and an award-winning employee wellness program, plus an employee assistance program.
  • Financial security via our life and long-term disability insurance, accident and illness insurance, and retirement savings plans.
  • Generous paid time off work options including vacation, sick leave, annual holidays, and winter season days in addition to paid parental leave.
  • Tuition remission is available for employees and their eligible dependents.
  • Enjoy discounts for on and off-campus activities and services.

 

The University of Cincinnati, as a multi-national and culturally diverse university, is committed to providing an inclusive, equitable and diverse place of learning and employment. As part of a complete job application you will be asked to include a Contribution to Diversity and Inclusion statement.

 

As a UC employee, and an employee of an Ohio public institution, if hired you will not contribute to the federal Social Security system, other than contributions to Medicare. Instead, UC employees have the option to contribute to a state retirement plan (OPERS, STRS) or an alternative retirement plan (ARP).

 

The University of Cincinnati is an Affirmative Action / Equal Opportunity Employer / Minority / Female / Disability / Veteran.

 

REQ: 86001 

SF:OMJ SF:RM SF:HEJ, SF:INS SF:HERC SF:DIV SF:LJN

Investment Analyst

Date:  Nov 25, 2022
Location: 

Cincinnati, OH, US

Facility:  Main Campus


Nearest Major Market: Cincinnati

Job Segment: Private Equity, Venture Capital, Equity, Investment, Finance, Research