Analyst, Finance & Banking, Portfolio & Asset Management
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Finance & Banking
Job Description & How to Apply Below
Our client is a prestigious university endowment located in Florida. The investment team manages over $7 billion across a broadly diversified portfolio of asset classes and investment strategies.
Our client is seeking a highly motivated Analyst to join its investment team, supporting both Partnership Management and Portfolio Management. The Analyst will focus primarily on researching and analyzing private market investments
, including Private Equity, Venture Capital, Private Credit, Real Estate and other alternative strategies, while gaining broad exposure across the portfolio.
The Analyst will work closely with senior investment professionals on manager research, due diligence, portfolio monitoring, investment analysis and asset allocation. This is an excellent opportunity for an early-career investor to gain broad institutional investment experience within a collaborative, intellectually rigorous team.
Responsibilities:- Monitor and evaluate investment managers through meetings, calls and periodic reports
- Conduct due diligence on prospective investments and external managers
- Research investment strategies, market conditions and prospective managers
- Assist with financial modeling, portfolio valuation and “now casting” of private investments
- Contribute to asset allocation, risk allocation and portfolio analysis
- Analyze portfolio performance, positioning, exposures and risk
- Coordinate with investment and operations teams to maintain accurate portfolio data
- Prepare investment materials and reports for internal stakeholders and the Board
- 0–5 years of experience at an asset manager, investment consultant, endowment/foundation, family office, OCIO or other sophisticated investment platform
- Bachelor’s degree, preferably in Finance, Economics, Engineering, Mathematics, Science or another quantitative field
- Strong quantitative and analytical skills with proficiency in Excel and Power Point
- Understanding of financial concepts, portfolio theory and investment statistics
- Excellent written and verbal communication and slide-writing skills
- Willingness to travel domestically and internationally, up to 25%
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