Investment Analyst
Core
Support the oversight of the university's Operating Fund Portfolio, including asset manager oversight, performance reporting, trade execution, and liquidity management.
Role type
Investment Analyst (Fixed Income focus)
Builds
Monthly/quarterly performance and risk reports for the university Investment Working Group
Domain
Higher Education Finance / Fixed Income Investments
Deliverable
dashboards & analysis
Required skills
Financial and investment theory, Fixed income strategies, MS Office (Advanced Excel), Analytics and modeling, Compliance monitoring, Trade execution, Vendor management
Responsibilities
Monitor portfolio compliance with investment policy and Ohio Revised Code; Facilitate transactions and process provider invoices; Prepare performance and attribution reporting; Liaise with investment managers and custodial services; Conduct investment research and analysis; Provide cross-functional support to banking and cash management.
Seniority
Individual Contributor – Specialized (S1)