Senior Portfolio Analyst

University of Chicago • Chicago, IL

1d • Hybrid

About The Position

Under moderate supervision of senior managers, the Senior Analyst will perform a wide range of activities to support the team’s efforts in identifying and screening new investment managers and conduct monitoring and benchmarking analysis of managers’ performance. The Senior Analyst will have the opportunity to meet with leading investors from around the world, and their work will directly impact the financial foundation of the institution, ensuring continuation of the University of Chicago’s mission for current and future generations. This unique opportunity is for applicants who have demonstrated 2-5 years of exemplary work ethic and experience on an investment team. Beyond a bachelor’s degree, we are seeking team-oriented professionals that possess strong analytical, writing, verbal communication, and organizational skills. Intellectual curiosity and critical thinking are of utmost importance. For Senior Analysts pursuing advanced education, the University offers financial support for an MBA at the Booth School of Business and a CFA Charterholder designation. This position has the ability to work remotely on Fridays, unless needed in the office for on-site manager visits.

Requirements

• Minimum requirements include a college or university degree in related field.
• Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.
• Strong analytical skills, including the ability to grasp complex data problems and collaborate with senior team members to enhance analytical frameworks to identify unique insights.
• Strong writing skills. Drafts investment previews and memos. Identify and distill relevant facts and present them in a concise manner. Record meeting notes, identify themes/concerns, draw conclusions, and identify next steps.
• Strong verbal communication skills. Communicate effectively with the team, external constituents, and the broader Investment Office. At times, the Analyst will be tasked with being in the weeds, and at other times, looking at the bigger picture. Adept at moving between these two perspectives.
• Strong organizational skills. Operate with a great deal of autonomy and manage work processes, communicate workflows, and ensure deadlines are met, often in an environment with changing priorities.
• Exemplary work ethic. The Investment Office is fast-paced, and the team processes a considerable volume of activity. Enjoy and embrace this type of work culture.
• An interest in portfolio management and institutional investing. Curiosity and a continuous desire to expand their knowledge of the investment process, capital markets, decision-making, and economics.
• Function effectively as a team member and work independently as needed.
• Thorough professionalism. Exposure to confidential information and high-profile individuals. Maintain strict confidentiality and exercise sound judgement.

Nice To Haves

• Coursework in finance, economics or accounting.
• Course work towards MBA.
• Work towards a CFA designation.
• Bloomberg, Cambridge Associates data and benchmarking processes.
• Skilled in data analytics.
• Software programs such as Notion and Tableau.
• Advanced Excel skills and proficiency in Microsoft Office products.
• Some experience in various software programs used by the Investment Office.

Responsibilities

• Under moderate supervision of the appropriate managing director, assists the team in investment analysis to drive decisions in our diversified global portfolio.
• Participates in sourcing, research, analysis, and ongoing due diligence of external investment managers; this includes meeting with managers, conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, attending annual meetings, and debating investment theses with the team.
• Prepares data-driven investment memos recommending compelling investments for our portfolios.
• Researches, prepares, and writes memos and presentations that explore market trends, evaluates specific risks, and formulates views and recommendations related to enhancing returns across the portfolios over the long term.
• Collaborates in other project-related work including topics such as liquidity analysis, fee/term analysis, portfolio company metrics, and portfolio exposures.
• Writes meeting notes and tracks documents and other qualitative and quantitative information related to our investments.
• Networks with institutional peers and managers to stay informed about investment trends and discover compelling investment opportunities.
• Collaborates with team members in other asset classes to share best practices, refine underwriting and reporting processes, and conduct topical analysis.
• Interfaces with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.
• Interacts with multiple constituencies across the University as well as external partners and audiences.
• Represents the University at meetings with managers, peers, and at industry events.
• Prepares exhibits for use in presentations to the management team and Investment Committee.
• Focuses on a primary asset class.
• Gains exposure to various asset classes through a scheduled analyst rotation.
• Sources and performs due diligence of potential new investments.
• Performs industry analysis to determine investment attractiveness of various investment strategies.
• Performs other related work as needed.

Benefits

• The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off.
• Information about the benefit offerings can be found in the Benefits Guidebook.
• In addition to the base pay posted above, this position may be eligible for incentive compensation of up to 35% of salary.

What This Job Offers

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