Senior Investment Analyst
About The Position
Manage investments that fulfill the visions of generous donors and the dreams of young people through the life-changing opportunity of education at the University of Nebraska. The Senior Investment Analyst will play a critical role in guiding the Foundation’s investment efforts and have the satisfaction of knowing they are a significant contributor to our mission. This is an opportunity to join an established and growing institutional investment office focused on supporting a leading land grant university with four campuses and more than 50,000 students. The University of Nebraska Foundation has a $4.5B+ balance sheet and investment returns that ranked in the top decile in FY26. This role offers intellectual freedom to contribute to long-term strategic investment functions and contribute to the organization's success.
Requirements
- MBA or business-related master’s degree or CFA/CAIA senior designation.
- 7+ years of institutional investment experience, including research/diligence related to manager selection, portfolio analysis and management, policy formulation, securities trading, and similar related functions.
- Ability to collaborate with others, and to take initiative.
- Strong attention to detail and accuracy.
- Demonstrated experience utilizing the Bloomberg terminal and/or investment industry technology platforms.
- Candidates will also be evaluated on our core values of passion for mission, integrity, and teamwork.
Nice To Haves
- Analytical and quantitatively driven individuals who can make investment judgements and recommendations.
- Driven individual who desires to achieve excellence and mentor teammates to be successful.
- Responsible and trusted advisors who can meet deadlines, manage multiple responsibilities, and effectively prioritize competing priorities.
- Forward-thinking individuals who look at the big picture and identify opportunities for growth.
- Intellectually curious individuals who think strategically and are motivated to identify trends.
- Focused and compassionate communicators who can connect with others and act in the best interest of the overall team and organization.
Responsibilities
- Work closely with the foundation’s CIO, Senior Director of Investments, investment office staff, and foundation staff to manage the investment efforts of multiple portfolios.
- Serve as an experienced investment generalist across multiple portfolios and asset classes, sharing knowledge with other investment professionals and contributing independent investment judgment to team decisions.
- Manage and refine research and ongoing diligence processes, while developing recommendations related to selection, retention, and portfolio positioning.
- Source, originate, and recommend investment ideas across endowment portfolios and positioning of the liquidity portfolio.
- Serve as a key position of influence in reviewing and refining the asset allocation structures by performing analysis and making investment recommendations.
- Lead selected portfolio research and ad-hoc investment projects.
- Serve as an investment office representative and present to internal and external audiences.
Benefits
- Flexibility for hybrid work.
- Ongoing learning and development opportunities for your career growth.
- An award-winning wellness program.
- 12 weeks of paid medical leave, including maternity and paternity leave.
- 12 paid holidays and generous vacation time.
- A generous retirement match and multiple incentive compensation programs.
- University of Nebraska tuition reimbursement for you and your dependents.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
