Marketable Investment Analyst

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

The University of Michigan Investment Office is seeking an investment analyst for their Marketable team for a two-year tenure. The role involves supporting the oversight and management of the university's investment portfolios through various analytical and operational tasks.


Responsibilities

  • Assist the Marketable team with Manager due diligence, which includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis and qualitative due diligence; and participating in internal discussions that lead to an investment recommendation
  • Conduct investment research on equity, absolute return and fixed income managers and other relevant investment opportunities
  • Prepare investment reports on performance, asset allocation, and risk characteristics of portfolios
  • Provide support for monitoring existing managers and co-investments, performance analysis, staffing, and compliance with guidelines
  • Support investment operations by resolving accounting and performance measurement issues and monitoring Marketable fund additions, withdrawals and distributions
  • Some travel will be required

Skills

  • Bachelor's degree
  • An understanding of and interest in investing
  • Strong quantitative and verbal skills
  • A proven ability to create and use complex spreadsheets
  • A demonstrated attention to detail and a collaborative work style
  • An analytical skills test (up to 2 hours allowed) will be required as part of the interview process
  • Exposure to investment analysis

Benefits

  • A savings plan that provides two-for-one matching contributions with immediate vesting
  • Many choices for comprehensive health insurance
  • Life insurance and long-term disability coverage
  • Flexible spending accounts for healthcare and dependent care expenses
  • Generous vacation policy

Company Overview

  • The University of Michigan is a public research university offering education, innovation, and global business engagement. It was founded in 1817, and is headquartered in Ann Arbor, Michigan, USA, with a workforce of 10001+ employees. Its website is https://www.umich.edu.

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