University of Illinois Foundation→
Analyst, Investment at University of Illinois Foundation in Chicago,IL
Entry LevelHybridFull-timeChicago,IL
Skills
investment researchequity analysiscapital markets knowledgeasset managementfinancial analysisquantitative analysismicrosoft officelistening
Job Description
Summary: The University of Illinois Foundation is the official fundraising and private gift-receiving organization of the University of Illinois. The Investment Analyst will support senior team members in managing a multibillion-dollar endowment, focusing on investment responsibilities and analysis of both existing and prospective investment opportunities.
Responsibilities:
- Support senior team members in all aspects of managing the endowment across investment responsibilities
- Prepare written and analytic materials that present and support investment recommendations or actions
- Assist in researching and analyzing both existing and prospective investment opportunities
- Attend and participate in meetings with existing and prospective investment managers
- Monitor, update, and create reports on investment performance, exposures, individual positions, and other portfolio analytics
- Prepare analysis and assist in writing investment memos
- Assist in the preparation of materials for UIF’s Investment Policy Committee meetings
- Maintain database integrity across the various systems used to analyze the portfolio and support in diligence process
- Engage in discussions regarding asset allocation, risk management, and other elements of portfolio construction
- Stay current and have views on capital markets and financial news
- Travel to manager meetings on an ad hoc basis as needed
- Other duties as assigned, which may include ad hoc projects (e.g. deep dive research on a specific geography or sector) as directed by the Investment Team
Required Qualifications:
- Bachelor's degree with track record of strong academic achievement
- Demonstrated interest in researching, following, and investing in individual equities
- Demonstrated interest in finance and investing and intellectually curious about capital markets, asset management, and business models
- Excellent communication and listening skills, with ability to function well as part of a small team
- Strong work ethic, analytical, and quantitative skills with a keen attention to detail
- Ability to assess information and present observations and conclusions in understandable language and format - both verbally and in writing
- Strong ethics and integrity
- Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint
Preferred Qualifications:
- One-to-two years work experience
- Progress towards CFA designation is a plus
- Proficiency with Python or comparable statistical program is a plus
Required Skills: Investment Research, Equity Analysis, Capital Markets Knowledge, Asset Management, Financial Analysis, Quantitative Analysis, Microsoft Office, Listening
Benefits: Medical, vision, and dental coverage, Company paid life insurance, Generous vacation time including 24 days annually, Generous pension benefits
Benefits
Medical, vision, and dental coverage
Company paid life insurance
Generous vacation time including 24 days annually
Generous pension benefits