Senior Investment Analyst
$127,500–$160,000 year
HybridChicago, Illinois, United States
Job Summary
Conduct investment analysis for the University of Chicago's endowment by evaluating new managers, monitoring performance, and synthesizing qualitative and quantitative data into investment memos and presentation exhibits. Participate in manager meetings and discussions to assess strategy, fit, and potential follow-up areas while maintaining thorough records of diligence materials and meeting notes. Lead or contribute to project-based work including liquidity analysis, fee assessments, and exposure reviews, collaborating across asset classes to refine underwriting processes and support consistent decision-making. Engage with global investors to stay informed on market trends and identify opportunities within the inflation-sensitive and diversifying portfolio.
Required Qualifications
- college or university degree in related field
- knowledge and skills developed through 2-5 years of work experience in a related job discipline
- Minimum requirements include a college or university degree in related field
- Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline
- Application Documents Resume/CV (required)
- Cover Letter (required)
- document(s) MUST be uploaded via the My Experience page
- Drug Test Required
- All offers of employment are contingent upon a background check
- review of conviction history
- background check that includes a review of conviction history
Desired Qualifications
- Coursework in finance, economics or accounting
- Work towards a CFA designation
- Proficient with Bloomberg, Cambridge Associates data and benchmarking processes
- Proficient with data analytics
- Advanced proficiency in Excel and Microsoft Office products
- Quickly learn and adapt to new software programs utilized by the Investment Office
- Exceptional analytical abilities, with a talent for interpreting complex data and collaborating with senior team members to improve analytical frameworks and uncover unique insights
- Excellent writing skills to draft clear and concise investment previews, memos, and meeting notes
- Distill relevant facts, identify key themes or concerns, draw conclusions, and outline actionable next steps
- Strong verbal communication skills to effectively engage with team members, external partners, and the broader Investment Office
- Comfortable switching between detailed analysis and high-level perspectives as needed
- Superior organizational skills, with the capacity to manage work independently, coordinate workflows, and meet deadlines in a dynamic, fast-paced environment with shifting priorities
- Exemplary work ethic, demonstrating enthusiasm for a high-volume, fast-paced investment environment
- Genuine interest in portfolio management and institutional investing, with intellectual curiosity and a continual desire to deepen understanding of investment processes, capital markets, decision-making, and economics
- Function both independently and as an effective team member
- Unwavering professionalism to handle sensitive information discreetly, and interact with high-profile individuals while exercising sound judgment and maintaining confidentiality
- remote option on Friday
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