Investment Analyst - Growth Strategies

Position Overview

As an Investment Associate / Senior Investment Associate focused on Growth Strategies, you will play a pivotal role in researching markets and analyzing fund investment opportunities, with a particular focus on public equities and private capital (private equity and venture capital) within the Endowment portfolio. You will assist the Senior Investment Director with portfolio management and program administration. This position involves applying advanced financial analysis, market research, and investment modeling to real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives.

The position reports to the Senior Investment Director responsible for Growth Strategies.

This is a hybrid position with at least 3 days in the office.

We are unable to sponsor new H-1B visas for this position. However, we are able to consider candidates who currently hold H-1B status and are eligible for an H-1B transfer.

The Investment Associate / Senior Investment Associate is involved in all stages of the investment process, from origination, due diligence, and implementation of investment opportunities to subsequent monitoring and portfolio management.

Existing Portfolio Monitoring & Management (50%)

• Engagement with the Endowment’s existing portfolio of Growth managers as part of the ongoing monitoring and due diligence process
• Review quarterly reports, statements, newsletters to maintain a robust knowledge of the drivers of investment performance within each underlying fund position
• Actively participate with existing fund managers to build and maintain relationships and knowledge of the investment process – including compilation of pre‑meeting materials and accurate post‑meeting notes
• Travel to attend annual meetings and/or ad hoc meetings with these existing fund managers as needed – serving as a representative of the Endowment

New Investment Sourcing and Underwriting (25%)

• Market mapping and peer networking
• Screen and evaluate new investment managers and opportunities, including triage of inbound investment opportunities
• Deep qualitative and quantitative due diligence, performance evaluation, assessment of risk management, etc.
• Assist with drafting Investment Memos for presentation to the rest of the Investment Team alongside the Senior Investment Director
• Coordinate with Middle and Back‑office functions to complete investments and establish ongoing monitoring processes

Portfolio, Data Analysis & Operational Support (25%)

• Develop working knowledge of day‑to‑day activities related to Endowment’s investment operations and collaborate with the team on projects as needed
• Build, update and maintain models, spreadsheets and dashboards (related to portfolio, managers and underlying exposures)
• Assist in thematic research projects
• Assist in preparation of quarterly Investment Advisory Committee materials, ensuring accuracy of data and presentation
• Support the investment activities of the other pools of capital managed by OIB
• Various ad‑hoc administrative tasks as required

Senior Investment Associate Expanded Responsibilities

• Carries out the responsibilities above with limited day‑to‑day direction and oversight, independently managing workflow, prioritization, and execution against team objectives.
• Exercises independent judgment on the more complex, ambiguous, and higher‑stakes aspects of the same work — forming and substantiating independent views and engaging the Senior Investment Director selectively on matters of materiality rather than for routine direction.
• Takes greater ownership of the accuracy, quality, timeliness, and outcomes of the shared responsibilities, seeing work through to completion and standing behind the conclusions.

Pay Range: $140,000 to $230,000, depending on level, plus participation in OIB incentive compensation program.

Time Appointment: 100% Appointment. Position Type:
Faculty and P&A Staff.

The University offers a comprehensive benefits package that includes competitive wages, paid holidays, and generous time off; continuous learning opportunities through professional training and degree‑seeking…