Analyst, Investment

University of Illinois Foundation•Chicago, IL

just now•Hybrid

About The Position

The University of Illinois Foundation (UIF) is seeking an Investment Analyst to join its Investment Office. This role is integral to managing a multibillion-dollar endowment, working closely with senior team members. The analyst will be a generalist, involved in global investments across various asset classes through investment managers, co-investments, and direct investments. Key responsibilities include monitoring existing relationships, evaluating new opportunities, performing ad-hoc analysis, and supporting operational needs. This is typically a three-year program with potential career paths in institutional investing, buy-side firms, or graduate business school. Analysts will be supported in pursuing the Chartered Financial Analyst (CFA) designation.

Requirements

Bachelor’s degree with track record of strong academic achievement.
Demonstrated interest in researching, following, and investing in individual equities.
Demonstrated interest in finance and investing and intellectually curious about capital markets, asset management, and business models.
Excellent communication and listening skills, with ability to function well as part of a small team.
Strong work ethic, analytical, and quantitative skills with a keen attention to detail.
Ability to assess information and present observations and conclusions in understandable language and format - both verbally and in writing.
Strong ethics and integrity.
Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Nice To Haves

One-to-two years work experience.
Progress towards CFA designation is a plus.
Proficiency with Python or comparable statistical program is a plus.

Responsibilities

Support senior team members in all aspects of managing the endowment across investment responsibilities.
Prepare written and analytic materials that present and support investment recommendations or actions.
Assist in researching and analyzing both existing and prospective investment opportunities.
Attend and participate in meetings with existing and prospective investment managers.
Monitor, update, and create reports on investment performance, exposures, individual positions, and other portfolio analytics.
Prepare analysis and assist in writing investment memos.
Assist in the preparation of materials for UIF’s Investment Policy Committee meetings.
Maintain database integrity across the various systems used to analyze the portfolio and support in diligence process.
Engage in discussions regarding asset allocation, risk management, and other elements of portfolio construction.
Stay current and have views on capital markets and financial news.
Travel to manager meetings on an ad hoc basis as needed.
Other duties as assigned, which may include ad hoc projects (e.g. deep dive research on a specific geography or sector) as directed by the Investment Team.