Student Assistant - Investments

ASU Enterprise Partners•Scottsdale, AZ

1d•Hybrid

About The Position

The student will be responsible for working with the Investments team at ASU Enterprise Partners (ASUEP) on all current and future initiatives including assisting with the management of the endowment and operating investment pools as well as all other investment functions. Responsibilities include but are not limited to maintaining manager databases, reviewing and summarizing private investments, auditing performance and cash flow data, and assisting in audit and tax preparation. The position will require approximately 10-20 hours per week, with additional availability during the non-school year.

Requirements

A demonstrated willingness to learn and ability to work well with others
Collaborative style, combined with the ability and desire to work in a team-based environment
Strong interpersonal skills and an ability to communicate effectively in person, in writing, and by phone
Ability to work both independently and as part of a team
Ability to maintain a high degree of confidentiality and responsibility regarding information related to Enterprise Partners, its subsidiaries and University business and confidential prospect information
Attention to detail and thoroughness in completing assigned duties
Highly organized and able to handle multiple projects
Ability to quickly learn new software programs as needed
Proficient in Microsoft Office
Problem solver who can take initiative and set priorities while being flexible
Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies
Adept at navigating complex environments with evolving priorities and communication plans
An undergraduate or graduate student at Arizona State University pursuing a degree in a related field, such as Finance, Accounting, and/or Economics
The student must be willing to sign and abide by a confidentiality agreement.

Nice To Haves

A current Junior, Senior, or Graduate student at Arizona State University pursuing a degree in a related field, such as Finance, Accounting, and/or Economics
Experience in the field of investments, audit/tax, and/or accounting is preferred
Mastery of Microsoft Excel
Familiarity with investment industry software like Bloomberg and Morningstar

Responsibilities

Supports the ASUEP Investment Office with the management, operations, and oversight of the long-term, intermediate-term, and sustainable-responsible-impact investment pools
Supports activities of the ASUEP Investment Office including manager/company research and due diligence, investment onboarding, reporting, and documentation management
Tracks and reports on internal and external Environmental, Social, and Governance (ESG) manager information, metrics, and data, including proxy voting
Interacts and collaborates with our custodian, OCIO, and investment managers
Maintains manager database including fund summaries, performance, and valuation data, contact information, and other related data
Improves efficiency of internal and external investment reporting through the creation of dashboards and other automated processes
Maintains and audits investment performance data and private investment cash flow database
Prepares and organizes legal documents, tax forms, and communications related to ASUEP’s investments
Supports accounting, tax, audit, and administrative activities related to ASUEP’s investments
Other duties as assigned