Senior Portfolio Analyst, Inflation Sensitive and Diversifying

Responsibilities

• Assists the portfolio team under the direct supervision of the Managing Director in conducting investment analysis to inform decisions for our diversified global portfolio.
• Supports the sourcing, research, analysis, and ongoing due diligence of external investment managers. Responsibilities include meeting with managers, conducting quantitative and risk analysis, reviewing manager reports and correspondence, and engaging in investment discussions with the team.
• Prepares data-driven investment memos and recommendations for prospective portfolio investments by synthesizing information, applying existing analytical frameworks, and resolving routine issues using established approaches.
• Contributes to project-based work, including liquidity analysis, fee and term assessments, portfolio company metrics, and exposure reviews. Occasionally leads the work of small project teams and provides informal guidance to junior staff as needed.
• Documents meeting notes and maintains thorough qualitative and quantitative records related to investments, continuing to build knowledge of the organization, processes, and stakeholders.
• Networks with institutional peers and managers to stay abreast of market trends and identify potential investment opportunities.
• Collaborates with team members across asset classes to exchange best practices, refines underwriting and reporting processes, and conducts topical analyses.
• Partners with colleagues to resolve issues promptly and efficiently.
• Prepares presentation exhibits for the management team. Gains exposure to various asset classes through a scheduled analyst rotation.
• Supports many facets of the investment process, including the selection and monitoring of external investment specialists across asset classes.
• Sources and performs due diligence of potential new investments. Performs industry analysis to determine investment attractiveness of various investment strategies.
• While the focus will be a on primary asset class, the job will also process information on CRSP indexes, alternative investments, long-term equity, joint venture investments, or administer loans and tracking the performance of them.
• Performs other related work as needed.

Requirements

• 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.
• Certifications:
• ---
• Coursework in finance, economics or accounting.
• 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 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 outli

Benefits

Additional Information

Department Investment Inflation Sensitive and Diversifying About the Department The 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. Job Summary The Office of Investments is seeking a Senior 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 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.

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