Senior Portfolio Analyst
University of Chicago
Department
Investment Public Growth Assets
About the Department
Job Summary
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.
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.
Minimum Qualifications
Education:
Minimum requirements include a college or university degree in related field.
Work Experience:
Certifications:
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Preferred Qualifications
Education:
- Coursework in finance, economics or accounting.
- Course work towards MBA.
Certifications:
- Work towards a CFA designation.
Technical Skills or Knowledge:
- 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.
Preferred Competencies
- 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.
Working Conditions
- Office setting Monday-Thursday; remote optionality Friday.
- Some US travel.
Application Documents
- Resume/CV (required)
- Cover Letter (required)
When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.
Job Family
Role Impact
Scheduled Weekly Hours
Drug Test Required
Health Screen Required
Motor Vehicle Record Inquiry Required
Pay Rate Type
FLSA Status
Pay Range
The included pay rate or range represents the University’s good faith estimate of the possible compensation offer for this role at the time of posting.
Benefits Eligible
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.
Posting Statement
The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.
Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.
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