Investment Analyst

Investment Analyst – Overview

The Investment Analyst will support Liberty University’s Chief Investment Officer and the investment team in managing the endowment assets. The analyst will develop generalist skills across Public Equity, Fixed Income, Real Estate, and Alternatives by supporting investment research, reporting, performance measurement, and special projects. The role includes travel for onsite diligence, industry conferences, and relationship development. The analyst is expected to participate actively in the Lynchburg community and university on‑campus activities.

• Conduct qualitative and quantitative research supporting the investment program.
• Assist in onboarding and maintaining the custodian system, portfolio management software, and data management systems, keeping records accurate and up to date.
• Attend and participate in fund manager meetings, record notes, and ask thoughtful questions.
• Assist senior team members in sourcing and evaluating prospective fund managers, preparing diligence notes, and analyzing investment strategy, process, organization, portfolio positions, competitive landscape, and track record.
• Prepare presentation materials for stakeholders such as the Investment Committee.
• Aggregate portfolio and index data to design portfolio exposure reports.
• Research industry sectors to form investment theses.
• Work closely with the custodian bank on month‑end closing and reconciliation, preparing customized performance reports.
• Monitor existing investments, review quarterly letters and manager correspondence, and prepare quarterly performance analysis.
• Prepare subscription documents, coordinate Limited Partnership Agreement reviews, and monitor capital calls and distributions.
• Provide monthly cash‑flow updates and contribute to ad‑hoc projects improving investment process, monitoring, and operations.
• Collaborate with university departments such as accounting and legal, assist with auditors and regulatory agencies’ information requests.
• Actively participate in Lynchburg community and on‑campus activities.
• Strictly adhere to Liberty University policies and represent the university exemplarily.

• Bachelor’s degree in economics, finance, business, mathematics, or computer science.
• Minimum 6–8 months experience in an investment office setting with portfolio management.
• Knowledge of portfolio management across multiple asset classes.
• Aspiration to complete the CFA designation.
• Ability to learn multidisciplinary subjects quickly.
• Attention to detail, strong organization skills.
• Resourceful and self‑motivated, able to complete projects with minimal supervision.
• Independent and collaborative work style.
• Proficiency in applying qualitative and quantitative analyses to evaluate investment strategies, processes, and performance.
• Strong verbal and written communication skills, able to present perspectives and recommendations clearly.
• Integrity, honesty, and a strong sense of fiduciary duty.
• Ability to articulate and defend Liberty University’s Christian mission.
• Not in default on any federal student or parent loan; not convicted of a crime involving government funds or fraud.

• Effective communication, both verbal and written.
• Professional, respectful, and Christ‑like manner in interactions.
• Excellent listening, discerning, and public‑communication skills.
• Strong organizational and multi‑tasking abilities.
• Computer skills for portfolio and data systems.
• Problem‑solving and judgment for routine and complex tasks.

• Travel locally within Virginia and occasionally out of state for conferences and meetings.
• Sit for extended periods doing desk work and typing.
• Hear and speak clearly for effective oral communication.
• Stand, walk, and climb stairs as needed on campus.
• Handle materials and occasionally kneel or stoop.
• Regularly lift up to 10 pounds.

The working environment is a climate‑controlled, well‑lit, and moderately noisy setting, with occasional outdoor events for gatherings and meetings.

Annual salary range: $65,000.00 – $80,000.00. The position may be eligible for comprehensive benefits, including health…