Summer Temp - Investment Office-2

Liberty University • Lynchburg, VA

1d • Onsite

About The Position

Liberty University Investment Office (LUIO)’s Summer Temp Student position offers highly qualified LU students a rare learning opportunity and real-world working experience at LU’s new endowment office to support the Investment office in the management of Liberty’s endowment assets. This individual will work closely with an experienced investment team in a close-knitted, collaborative team environment, to gain fundamental endowment investment knowledge across multiple asset classes with exposure to asset allocation, investment research, manager diligence, portfolio management and investment reporting etc., and participate in investment related projects and analysis. In addition, this individual will have the opportunity to learn industry’s leading investment tools and systems such as Bloomberg, eVestment, Burgiss, BypSync and others, in addition to a wide range of research resources. The summer experience will be exceptionally beneficial for a qualified student who is interested in pursuing future career in institutional investing.

Requirements

• Genuine interest in finance, investing, and economics.
• Intense intellectual curiosity with a passion for reading and learning
• Demonstrated academic excellence in multi-disciplinary subjects
• Ability to think critically and pay strong attention to details
• Strong work ethics and willing to go extra miles in pursuit of excellence
• Ability to effectively communicate both verbally and in writing to convey clear, well articulated information
• Interested in pursuing CFA designation
• Current student at Liberty University with minimum GPA of 3.5, pursuing bachelor’s degree in finance, business, economics, mathematics, science or engineering etc.
• Working knowledge of Microsoft Office Outlook, Excel, PowerPoint and Word
• Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
• Individual must not be in default on any federal student or parent loan
• Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))
• Exhibits intellectual curiosity, critical thinking and attention to details.
• Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.
• Display self-motivation and multi-tasking skills.
• Possess excellent listening and discerning skills.
• Strong organizational skills.
• Excellent computer skills.
• Frequently required to sit for extended periods of time to perform deskwork or type on a keyboard
• Regularly required to hear and speak in order to effectively communicate orally
• Occasionally required to stand, walk, and climb stairs to move about the building
• Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business
• Regularly lift 10 or fewer pounds

Nice To Haves

• Preferred Attributes:

Responsibilities

• Assists with portfolio management, data analytics, investment monitoring, diligence research projects, and any on-going assignments as requested.
• Contribute to portfolio performance reporting needs, including data integrity and performance analytics
• Conducting manager track record analysis and collecting relevant information for qualitative analysis
• Monitoring investment manager materials/correspondences and ensure accurate record-keeping via CRM system
• Participates in team meetings with investment managers, including pre-meeting information preparation, recording/summarizing meeting notes, and ensuring records are appropriately stored
• Reading investment letters and contributing to ongoing monitoring notes
• Reading, analyzing, and summarizing research and market publications on a regular basis
• Contributing to internal team discussions regarding investment ideas and manager diligence

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Number of Employees: 1,001-5,000 employees