Investment Analyst

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

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NOTE: A COVER LETTER IS REQIRED ALONG WITH YOUR APPLICATION WHEN APPLYING.

ESSENTIAL FUNCTIONS

• Collects, assembles and deposits investment reports into the central electronic databases for access necessary for historical research and various compliance filing, assuring that the data is accurate.
• Actively participates in the evaluation of current and potential investment managers by applying analytical and communicative tools to conduct initial evaluation of investment managers’ goals, methods, ethics, decision making, and past portfolio results.
• Regularly communicates analysis as appropriate via conference calls and meetings with investment officers and/or external investment managers. Prepares and maintains meeting minutes and notes as directed by leadership.
• Independently applies technical knowledge to review for accuracy and relevance, corporate, economic and financial materials to support Investment Officers.
• Creates and maintains financial models related to target investments for portfolios, identifying applicable market trends and recommending diversification adjustments.
• Contributes aggregated analysis and applicable recommendations in the preparation of Investment Committee meeting materials.
• Assists the investment team in operational due diligence of prospective fund managers.
• Analyzes, reviews and prepares for the Investment Office daily economic data releases, debt and equity market trends and relevant geopolitical news to enable portfolio managers to make active or reactive investment decisions.

Other duties as assigned

QUALIFICATIONS

• Bachelor’s degree. While a degree in finance, accounting, economics, or business administration is preferred, the Office welcomes applications from any field of study.

• Minimum of 1-year relevant experience in finance, accounting, investment banking, investment management, or closely related field.

• High-quality internships have potential to count towards experience requirement.

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University’s Mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Classes). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates for all persons consistent with our values and based on applicable law.