Senior Investment Analyst, Liquid Strategy

The Ohio State University • Columbus, OH

2d

About The Position

Serves as a key member of the investment team engaged to maximize the performance of the Long-Term Investment Pool, particularly those related to liquid investments. Works with the Senior Director of Investments to manage the liquid investment allocations, including developing and recommending portfolio construction strategies, sourcing of new investment opportunities, analyzing, performing due diligence, negotiating, and recommending investments, and monitoring investment activities. Prepares materials for presentations to the Board of Trustees and other University-affiliated groups.

Requirements

• Bachelor's degree in management, finance, business, or a related field.
• Minimum of four (4) years of investment management experience acquired through private markets investing (LP role, co-investment, principal investor, investment banking, legal or other applicable discipline); experience must include at least 2 years use of performance, relationship management, and Microsoft Excel software packages. (Experience may have been gained concurrently.)
• Requires successful completion of a background check.

Nice To Haves

• MBA, CFA or CAIA.

Responsibilities

• manage the liquid investment allocations
• developing and recommending portfolio construction strategies
• sourcing of new investment opportunities
• analyzing, performing due diligence, negotiating, and recommending investments, and monitoring investment activities
• Prepares materials for presentations to the Board of Trustees and other University-affiliated groups.

Benefits

• In addition to a competitive base salary and benefits, Senior Analysts participate in a long-term incentive pool, which includes a maximum incentive opportunity of 80% of base salary and rewards team members for strong investment performance as well as quantitative and qualitative contributions to the team.
• Medical, dental and vision coverage, with Ohio State paying a significant portion of the cost.
• Paid time off, including sick and vacation time and 11 holidays.
• State retirement plan or an alternative retirement plan, both with generous employer contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees