Summer Temp - Investment Operations

Liberty University•Lynchburg, VA

8d•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

Current student at Liberty University with a minimum GPA of 3.5, pursuing a 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 detail.
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

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 ethic and willing to go the extra mile in pursuit of excellence
Ability to effectively communicate both verbally and in writing to convey clear, well articulated information
Interested in pursuing CFA designation

Responsibilities

Assist with investment operations processes and projects that are likely to include the following, but not limited to:
Assist with daily cash reporting and tracking
Reconcile transaction activity
Support month-end reconciliations
Organize and catalogue operational documents
Update manager onboarding checklists
Support month-end reporting
Develop historical data files to backfill data into the analytics system
Monitor the investment notifications and route inquiries appropriately
Provide regular updates to Operations, Investments, and Accounting teams