Investment Analyst
Investment Analyst
Investment Office - Pennsylvania-Pittsburgh - (26005218)
Job Summary
Performs reconciliation and accounting for specific third-party investment managers in the University's Consolidated Endowment Fund (CEF). Monitors endowment cashflows, performance calculations, sub-systems, and routines. Processes transfers and ensures payment of fees in accordance with proper cash controls and regulations.
Essential Functions
Support senior investment professionals in conducting qualitative and quantitative due diligence and monitoring of prospective and existing investments.
Assist with the preparation of investment memos and quarterly Investment Committee presentations.
Participate in investment manager meetings and document discussions through detailed meeting notes.
Conduct ad hoc analysis and modeling as needed and present findings via polished deliverables.
Monitor global market trends across asset classes and summarize developments for broader team.
Physical Effort
None
Assignment Category: Full-time regular
Job Classification: Staff.Operations Analyst - Endowment
Job Family: Finance & Procurement
Job Sub Family: Investment Management
Campus: Pittsburgh
Minimum Education Level Required: Bachelor's Degree
Minimum Years of Experience Required: 3
Will this position accept substitution in lieu of education or experience: Combination of education and relevant experience will be considered in lieu of education and/ or experience requirement.
Work Schedule: Monday - Friday 8:30 am - 5:00 pm
Work Arrangement: Hybrid: Combination of On-Campus and Remote work as determined by the department.
Hiring Range: TBD Based Upon Qualifications
Relocation_Offered: No
Visa Sponsorship Provided: No
Background Check: For position finalists, employment with the University will require successful completion of a background check
Child Protection Clearances: Not Applicable
Required Documents: Resume
Optional Documents: Not Applicable
Equal employment opportunity, including veterans and individuals with disabilities.
PI286795605
