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Senior Investment Analyst

$127.5k - $160k

University of Chicago

DepartmentInvestment Inflation Sensitive and DiversifyingAbout the DepartmentThe Office of Investments manages and grows the University of Chicago’s endowment to advance UChicago’s mission of academic excellence and inquiry. Guided by the Board of Trustees Investment Committee, we actively steward one of the nation’s largest private university endowments. Emphasizing innovation and proactive sourcing, we continually seek out exceptional investment opportunities to maximize the long-term value of the endowment and support the University’s future.The Inflation Sensitive and Diversifying team is designed to improve portfolio resilience by pairing inflation protection with return streams that are less dependent on traditional equity market outcomes. Inflation sensitive investments span private investments in infrastructure, natural resources, and real estate, emphasizing hard-asset value and inflation-linked cash flows with manager-led operational value creation. Diversifying investments includes hedged and low-correlation strategies that aim to generate strong all-weather risk-adjusted returns.Job SummaryThe Office of Investments is seeking a Senior Investment Analyst to join our collaborative investment team, working alongside portfolio managers and fellow analysts who value intellectual curiosity and teamwork. Under the guidance of senior managers, the Senior Investment Analyst will contribute to the evaluation of new investment managers, as well as monitor and analyze manager performance. This role offers a unique opportunity to engage with leading investors globally and make a direct impact on the financial strength of the University, supporting UChicago’s mission for generations to come. We welcome experienced professionals, 2-5 years of experience, with a strong work ethic, analytical mindset, and exceptional written and verbal communication skills. Team orientation, critical thinking, and intellectual curiosity are highly valued. For Senior Analysts interested in further education, the University provides financial support for pursuing an MBA at the Booth School of Business and the CFA Charterholder designation. This position offers the option to work remotely on Fridays, except when required on-site for manager meetings.ResponsibilitiesParticipates in manager meetings and investment discussions; reviews manager reports, correspondence, quantitative data, and risk information to assess performance, strategy, fit, and potential areas for follow-up.Prepares data-driven investment memos, recommendations, presentation exhibits, and related materials by synthesizing qualitative and quantitative information for review by senior investment staff.Leads or contributes to project-based work, including liquidity analysis, fee and term assessments, portfolio company metrics, exposure reviews, and topical analyses; may coordinate small workstreams or provide guidance to junior staff.Maintains thorough qualitative and quantitative records related to investments, including meeting notes, diligence materials, follow-up items, and documentation that supports ongoing monitoring and institutional knowledge.Collaborates with colleagues across asset classes and functions to exchange best practices, refine underwriting and reporting processes, resolve routine issues, and support consistent investment decision-making.Builds knowledge of institutional investment practices by engaging with managers, peers, and market participants to stay informed on market trends and identify potential investment opportunities.Conducts investment analysis with increasing independence to support portfolio decisions for the University’s diversified global portfolio, applying established analytical frameworks and escalating complex issues as appropriate.Supports key facets of the investment process, including research, analysis, selection, monitoring, and ongoing due diligence of external investment managers within assigned asset class. Performs other related work as needed.Minimum QualificationsEducation:Minimum requirements include a college or university degree in related field.Work Experience:Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.Certifications:---Preferred Qualifications Education:Coursework in finance, economics or accounting.Certifications:Work towards a CFA designation.Technical Skills or Knowledge:Proficient with Bloomberg, Cambridge Associates data and benchmarking processes.Proficient with data analytics. Advanced proficiency in Excel and Microsoft Office products.Quickly learn and adapt to new software programs utilized by the Investment Office. Preferred CompetenciesExceptional analytical abilities, with a talent for interpreting complex data and collaborating with senior team members to improve analytical frameworks and uncover unique insights. Excellent writing skills to draft clear and concise investment previews, memos, and meeting notes. Distill relevant facts, identify key themes or concerns, draw conclusions, and outline actionable next steps. Strong verbal communication skills to effectively engage with team members, external partners, and the broader Investment Office. Comfortable switching between detailed analysis and high-level perspectives as needed. Superior organizational skills, with the capacity to manage work independently, coordinate workflows, and meet deadlines in a dynamic, fast-paced environment with shifting priorities. Exemplary work ethic, demonstrating enthusiasm for a high-volume, fast-paced investment environment. Genuine interest in portfolio management and institutional investing, with intellectual curiosity and a continual desire to deepen understanding of investment processes, capital markets, decision-making, and economics.Function both independently and as an effective team member. Unwavering professionalism to handle sensitive information discreetly, and interact with high-profile individuals while exercising sound judgment and maintaining confidentiality.Working ConditionsOffice setting Monday-Thursday; remote option on Friday.Some US travel.Application DocumentsResume/CV (required)Cover Letter (required)The University of Chicago uses AI-assisted tools to streamline and augment some recruitment processes; however, AI is not used to make hiring decisions.When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.Job FamilyFinancial ManagementRole ImpactIndividual ContributorScheduled Weekly Hours37.5Drug Test RequiredNoHealth Screen RequiredNoMotor Vehicle Record Inquiry RequiredNoPay Rate TypeSalary​FLSA StatusExempt​Pay Range$127,500.00 - $160,000.00The 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 EligibleYesThe 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 theBenefits Guidebook.In addition to the base pay posted above, this position may be eligible for incentive compensation of up to 35% of salary.Posting StatementThe 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 View phone number on us.fitly.work 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.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: . Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.SummaryLocation: Chicago, ILType: Full time

Vacancy posted a month ago
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