Cincinnati, OH, US
20 hours ago
Investment Analyst / Senior Investment Analyst, Endowment Investment Office, On-Site

Current UC employees must apply internally via SuccessFactors 

 

Founded in 1819, the University of Cincinnati ranks among the nation’s best urban public research universities. Home to 53,235 students, more than 11,000 faculty and staff and 350,000+ living alumni, UC combines a Top 35 public research university with a physical setting The New York Times calls “the most ambitious campus design program in the country.”

 

With the launch of Next Lives Here, the Cincinnati Innovation District, a $100 million JobsOhio investment, three straight years of record enrollment, worldwide leadership in cooperative education, a dynamic academic health center and entry into the Big 12 Conference, UC’s momentum has never been stronger. UC’s annual budget stands at $1.85 billion, and its endowment totals nearly $1.8 billion.

Job Overview

Manage and analyze investment opportunities. This role may be hired at a level 1, level 2, or Senior level dependent on candidate experience.

 

This role is not eligible for sponsorship.

Essential Functions Manage flow of investment opportunities: screen and track investment opportunities including hedge funds, private equity funds, real estate funds, traditional long-only equity and fixed income funds, and separately-managed accounts. Monitor existing portfolio: conduct qualitative and quantitative analyses of the endowment portfolio, including analyses of current portfolio allocations, historical return patterns, current managers' underlying portfolios, etc. Analyze investment performance: calculate and analyze investment performance of the primary endowment portfolio, underlying portfolios, and individual managers relative to benchmarks, peers, and absolute return targets. Execute investments: assume leadership role in executing new investments, transitions, rebalancing. Oversee legal process, including coordinating with outside legal counsel, inside legal counsel, and the investment team. Oversee investment administration including wire transfers, execution of subscription documents, cash management, decision documentation, etc. Manage financial market monitoring tools: create and maintain tools for monitoring financial market movements, valuations, capital flows, etc. Prepare reports for investment team, clients and constituencies.  Perform related duties based on departmental need. This job description can be changed at any time. Required Education

Level 1

Bachelor’s Degree

 

Level 2

Bachelor’s Degree

 

Senior

Bachelor’s Degree

 

Required Experience

Level 1

None

 

Level 2

Two (2) years of experience in managing or analyzing investments.

 

Senior

Five (5) years of experience in managing or analyzing investments. Additional Qualifications Considered

Progress toward the CFA designation.

Physical Requirements/Work Environment Office environment/no specific unusual physical or environmental demands.

Compensation and Benefits

UC offers a wide array of complementary and affordable benefit options, to meet the financial, educational, health, and wellness needs of you and your family. Eligibility varies by position and FTE.

Competitive base salary + eligibility for variable compensation plan (up to 35% of base). Comprehensive insurance plans including medical, dental, vision, and prescription coverage. Flexible spending accounts and an award-winning employee wellness program, plus an employee assistance program. Financial security via our life and long-term disability insurance, accident and illness insurance, and retirement savings plans. Generous paid time off work options including vacation, sick leave, annual holidays, and winter season days in addition to paid parental leave. Tuition remission is available for employees and their eligible dependents. Enjoy discounts for on and off-campus activities and services.

 

As a UC employee, and an employee of an Ohio public institution, if hired you will not contribute to the federal Social Security system, other than contributions to Medicare. Instead, UC employees have the option to contribute to a state retirement plan (OPERS, STRS) or an alternative retirement plan (ARP).

 

To learn more about why UC is a great place to work, please visit our careers page at https://www.uc.edu/careers.html.

 

For questions about the UC recruiting process or to request accommodations with the application, please contact Human Resources at jobs@uc.edu. 

 

The University of Cincinnati is an Equal Opportunity Employer.

 

REQ: 98361 

SF:OMJ SF:RM SF:HEJ, SF:INS SF:HERC SF:DIV SF:LJN SF:IHE

Confirm your E-mail: Send Email