Investment Analyst - Diversifying Strategies

Position Overview

As an Investment Analyst/Investment Associate focused on Diversifying Strategies, you will play a pivotal role in researching markets and analyzing fund and co‑investment opportunities, with an exclusive focus on the credit, hedge fund, and real assets markets. Investment analysts also assist more senior investment personnel 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.

This position reports to the Senior Investment Director responsible for Diversifying Strategies. You’ll conduct macro‑level research, assist with fund due diligence, and contribute to investment recommendations and monitoring activities. We’re seeking a detail‑oriented, analytical professional with 5+ years of work experience who is ready to take ownership of complex projects and contribute meaningfully to a dynamic investment team. 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.

• Engagement with the Endowment’s existing portfolio of Private Credit, Hedge Fund, and Real Asset fund managers as part of the ongoing monitoring and due diligence process
  • Reviewing quarterly reports, statements, newsletters to maintain a robust knowledge of the drivers of investment performance within each underlying fund position.
  • Meeting with these existing fund managers on a regular basis 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.
• Supporting the Senior Investment Director in the identification and evaluation of prospective new investment opportunities
  • Market mapping and peer networking.
  • Screen and evaluate new investment managers and opportunities, ability to assist in triage of inbound investment opportunities.
  • Deep qualitative and quantitative due diligence, performance evaluation, assessment of risk management, etc.
  • Assist with the drafting of Investment Memos for presentation to the rest of the Investment Team alongside the Senior Investment Director.
  • Coordination with Middle and Back office functions to complete investments and establish ongoing monitoring processes.
• Supporting both the Senior Investment Director and the Chief Investment Officer on matters related to portfolio management
  • Exposure analysis.
  • Thematic research projects.
  • Risk reporting.
  • Preparation of quarterly Investment Advisory Committee materials.
  • Various ad‑hoc administrative tasks as required.
  • Supporting the investment activities of the other pools of capital managed by OIB.

Investment Associate Expanded Responsibilities: The Investment Associate is accountable for the same responsibilities outlined above. The role is differentiated from the Analyst not by additional duties, but by the level at which those shared responsibilities are performed:

• 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.

• Relevant Years of Experience
  • Investment Analyst: BA/BS plus at least five years of relevant experience.
  • Investment Associate: BA/BS degree plus at least six years of relevant experience.
• Experience in any of the following asset classes: hedge funds,…