Investment Analyst I

Liberty University•Lynchburg, VA

34d•$65,000 - $80,000•Onsite

About The Position

The Investment Analyst will support Liberty University’s Chief Investment Officer and the investment team in the management of Liberty’s endowment assets. The analyst will develop generalist skills across multiple asset classes including Public Equity, Fixed Income, Real Estate and Alternatives, by supporting multiple portfolio management activities such as investment research, investment reporting, performance measurement, special projects and analyses. The Analyst will assist senior leadership to prudently monitor LU’s Investable Pools for Biblically Responsible Investing (BRI) in accordance with the approved BRI framework and promote the intentional selection of investment managers who meet the financial objectives within the IPS and materially align with LU’s Christian mission. This position will require travel for onsite diligence, industry conferences, and relationship development. The Analyst position is an onsite Lynchburg position. Therefore, the position is expected to professionally and actively participate in the Lynchburg community and LU’s on-campus activities.

Requirements

Bachelor’s degree in economics, finance, business related, mathematics or computer science.
Minimum 6-8 months experience in Investment office (internship or employment) setting with portfolio management and assets
Some level of knowledge in portfolio management, various asset classes
Have the aspiration to complete CFA
Intellectual capacity for learning multi-disciplinary subjects
Attention to details and well-organized in required tasks
Resourceful and self-motivated, can complete projects without too much supervision
Ability to work independently and work in a team environment
Ability to incorporate qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance.
Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear and logical manner
Independent thinking
Self-motivated and directed, possessing an ability to motivate others.
The highest level of integrity, honesty, and sense of fiduciary duty
Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
Individual must not be in default on any federal student or parent loan.
Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))
Ability to effectively communicate both verbally and in writing to convey clear, well articulated information.
Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.
Possess public communication skills that allow professional representation of Liberty University to a variety of business and community customers and associates.
Display self-motivation and multi-tasking skills.
Possess excellent listening and discerning skills.
Strong organizational skills.
Excellent Computer skills
Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Responsibilities

Conduct qualitative research and quantitative analysis supporting the investment program.
Assist in onboarding and maintaining custodian system, portfolio management software and data management systems keeping investment record accurate and up to date.
Attend and participate in fund manager meetings and record meeting notes, with increasing ability to ask thoughtful questions.
Assist senior team members in sourcing and evaluating prospect fund managers, including downloading data room and storing/updating data properly, preparing diligence notes, and learning to analyze investment strategy, process, organization, portfolio positions, competitive landscape and track record.
Assist in the preparation of presentation materials for stakeholders such as Investment Committee
Assist in onboarding and maintaining custodian system, portfolio management software and data management systems.
Utilize multiple sources to aggregate portfolio data an index data to design portfolio exposure report
Assist senior team members in researching industry/sectors to form investment thesis
Work closely with custodian bank in month end closing and reconciliation, and prepare customized performance report for the investment team
Assist in monitoring existing investments including categorizing/storing/reviewing quarterly letters, manager correspondence and support the senior team in preparing quarterly performance analysis
Prepare subscription documents and coordinate LPA reviews
Monitor capital calls and distributions and provide monthly cash flow update
Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations.
Work effectively with other university departments such as the accounting and legal office.
Assist with information requests from financial auditors, legislative and regulatory agencies, and others.
Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations.
Actively participates in the Lynchburg community and LU’s on-campus activities.
Strictly adheres to Liberty University policies, representing the University in an exemplary manner.
Works effectively as a team member, embracing and fostering LU’s Christian model and Mission – Training Champions for Christ.