Investment Analyst

University of Southern California•Plaza, ND

3d•Hybrid

About The Position

The University of Southern California (USC) is seeking an Investment Analyst to join its experienced and thoughtful investment team. This role offers a unique opportunity for early-career investment professionals to gain experience in managing a diverse investment portfolio across various asset classes, including hedge funds, global equities, fixed income, private equity, venture capital, and real assets. The Investment Analyst will support senior team members in evaluating new investment opportunities and interacting with premier investment managers. This position is structured as a two-year program with the possibility of extension.

Requirements

Bachelor's degree or its equivalent required, preferably in accounting, finance, economics, or a quantitative field, plus demonstrated strong academic performance.
Advanced Excel skills.
Must be detail oriented with strong analytical capabilities and critical thinking skills.
The ability to manage multiple competing priorities, meet deadlines, and work both autonomously and collaboratively within a small close-knit team.
Candidates will demonstrate a strong work ethic and deep intellectual curiosity.
Excellent oral and written communication skills.
Minimum Field of Expertise: Finance, brokerage, investment management and/or accounting experience.
Good understanding of the capital markets and investment concepts.
Knowledge of financial and investment systems.
Demonstrated strong analytical and problem solving skills.
Advanced proficiency in Microsoft Excel and proficiency in Microsoft Work, Outlook and Access.
Demonstrated excellent written and verbal communication skills.
Requires a self-motivated team player who is customer service oriented.

Nice To Haves

Experience with Bloomberg, Style Advisor or Caissa is a plus.
CFA or CFA candidate preferred.
One to three years’ experience is preferred.

Responsibilities

Works closely with the investment team in all aspects of the investment process, including meeting with investment managers and evaluating opportunities both qualitatively and quantitatively.
Assists in monitoring existing managers on an on-going basis through assessing performance and investment reports, and dialogue with investment managers.
Participates in and documents meetings and conference calls with investment managers.
Provides research, analytical, and organizational support for senior members of the team.
Prepares ad hoc research projects in collaboration with members of the investment team.
Ensures deliverables are prepared, reviewed and sent in a timely and accurate basis.
Helps to maintain and update internal databases and analytical tools.
Assists with the preparation of quarterly Investment Committee meeting materials.