Investment Analyst

UVIMCO•Charlottesville, VA

19h•Onsite

About The Position

The University of Virginia Investment Management Company (UVIMCO) provides investment management services to UVA and its associated organizations. UVIMCO is responsible for evaluating, selecting, and monitoring investment strategies for a $16 billion endowment portfolio. The portfolio is invested globally across a broad range of established and emerging asset classes and strategies including public equity, hedge funds, private equity, venture capital, real estate, resources, credit, fixed income, and derivatives. The vast majority of investments are implemented through long-term partnerships with world-class external fund managers. The Investment Analyst position is a unique opportunity to join a team of experienced investment professionals motivated to generate exceptional returns to further the mission of UVA. Analysts regularly engage with exceptional investment managers across asset classes, providing an unparalleled learning opportunity. UVIMCO travels to markets where managers are investing to understand the investment opportunity firsthand. Investment returns directly support scholarships, programs, research, and other initiatives to benefit current and future students, faculty, patients, and staff of the University. Analysts have an immediate impact on UVIMCO’s work through research and analysis that contribute meaningfully to investment decisions. UVIMCO fosters a collegial, flat, and collaborative work environment, prioritizing employee well-being and maintaining a strong work-life balance. Staff is united by a passion for the mission, a love of learning, and a commitment to preserving UVIMCO’s record of excellence. UVIMCO sponsors analysts to complete the CFA designation during their tenure. Past analysts have gone on to direct investing roles, top business schools, and received promotions into more senior roles at UVIMCO. UVIMCO offers a competitive base salary, the opportunity to earn a performance-based bonus, employer 401(k) contribution, and excellent benefits in a business casual work setting. The position is located on the Downtown Mall in Charlottesville, VA. Investment Analysts work as an integral member of a small, flat team, interfacing directly with senior management to research and evaluate investment opportunities.

Requirements

Undergraduate degree (degree in finance, economics, math, data/quantitative analysis, or engineering disciplines preferred) and excellent academic credentials
0 to 2 years professional experience, investment related work preferred
Demonstrated passion for investing and global markets with a high level of curiosity
Willingness to travel both domestically and internationally to evaluate investment opportunities and attend industry conferences
Effective verbal and written communication skills and strong attention to detail
Outstanding quantitative and qualitative analytical skills
Willingness to work collaboratively as part of a team
High level of professionalism and integrity
Ability to be resourceful and work independently

Responsibilities

Work across the investment team to research global investment themes and conduct external manager due diligence in various asset classes
Conduct relevant quantitative analysis to evaluate current and prospective investment managers
Participate in diligence meetings with external investment managers, traveling onsite as needed
Prepare and present investment recommendations alongside senior staff
Attend internal investment committee meetings and contribute independent opinions
Source, evaluate, and track new investment opportunities
Analyze and monitor existing portfolio holdings and track versus expectations
Assess current opportunities and risks for various investment strategies across public and private markets
Complete special projects as directed by senior management