Senior Investment Analyst
Core
Evaluate new investment managers, monitor performance, and conduct due diligence for a university endowment focused on inflation-sensitive and diversifying assets.
Role type
Senior Investment Analyst (Institutional Investing)
Builds
Investment memos, performance reports, and risk assessments for a global university endowment.
Domain
Institutional Asset Management / Inflation-Sensitive & Diversifying Strategies
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Manager evaluation, performance monitoring, quantitative analysis, investment memo writing, data synthesis, project coordination, due diligence
Preferred skills
CFA designation, Bloomberg proficiency, Cambridge Associates data usage, advanced Excel, data analytics
Technologies
Bloomberg, Cambridge Associates, Excel, Microsoft Office
Responsibilities
Review manager reports and quantitative data to assess performance and strategy; prepare data-driven investment memos and presentation materials; lead or contribute to liquidity analysis and exposure reviews; maintain qualitative and quantitative investment records; collaborate across asset classes to refine underwriting processes; conduct independent investment analysis to support portfolio decisions.
Seniority
Mid-Senior, hands-on IC