Senior Investment Analyst

Senior Investment Analyst

The 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.

Responsibilities:

• Participates 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 Qualifications:

Education: 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.

Preferred Qualifications:

• Coursework in finance, economics or accounting.
• Work towards a CFA designation.
• 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 Competencies:

• Exceptional 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 Conditions:

• Office setting Monday- Thursday; remote option on Friday.
• Some US travel.

Application Documents:

• Resume/CV (required)
• Cover Letter (required)

Job Family: Financial Management

Role Impact: Individual Contributor

Scheduled Weekly Hours: 37.5

Pay Range: $127,500.00 - $160,000.00

Benefits Eligible: Yes

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.