Job Description

The University of St. Thomas invites qualified candidates to apply for an Investment Analyst position.

We anticipate this to be a two-year fixed term appointment, depending on business needs.

The University of St. Thomas embraces belonging and equal opportunity for all. Our convictions of dignity, diversity and personal attention call us to embody and champion an inclusive environment. The University is an Equal Employment Opportunity Employer (EEO). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, status as a protected veteran, or other protected characteristic. This commitment to inclusion and equal opportunity is consistent with our mission: Inspired by Catholic intellectual tradition, the University of St. Thomas educates students to be morally responsible leaders who think critically, act wisely, and work skillfully to advance the common good. A successful candidate will possess a commitment to the ideals of this mission.

JOIN OUR COMMUNITY

The University of St. Thomas offers a competitive and comprehensive benefits program, which includes:

• Up to 100% tuition remission for employees and dependents upon eligibility
• Up to 50% tuition remission for spouses upon eligibility
• A generous Employer retirement contribution of 9.4% of annual salary upon eligibility
• Medical, dental, and vision options
• Employer-paid disability, life, and AD&D benefits

Salary Range: $70,000 to $75,000

The University of St. Thomas has provided a salary range that represents its good faith estimate of what the University may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.

JOB SUMMARY

This position works closely with the Investment Director managing the University endowment and other investments.

Why UST Investment Office:

• Learn from the top investment managers across the globe: Analyst will regularly engage with exceptional investment managers across asset classes, providing an unparalleled learning opportunity.
• Strong culture: UST fosters a collaborative work environment. Team is passionate about the mission, displays a love of learning, and is committed to excellence.
• Support UST’s mission: Investment returns support scholarships, programs, and other initiatives to benefit current and future students, faculty, and staff of the University. The Analyst has an immediate impact on UST’s work through research and analysis that contribute to investment decisions.
• Career advancement opportunities: Leveraging the experience gained at UST, the analyst program will prepare the candidate for an opportunity to pursue a career in institutional investment management.

A structured learning curriculum focused on:

Year 1:

• Developing an understanding of the core principles of Endowment management
• Learning about the systems and processes that support and inform portfolio management
• Conducting research by reading, analyzing, thinking, reviewing financial documents
• Participating in investment manager meetings; learning through presentations and discussion

Year 2:

• Analyzing asset classes and fund investments to identify underlying risks and return drivers
• An opportunity to expand your knowledge in key areas of investment analysis, due diligence, monitoring, and portfolio management
• An opportunity to travel and attend investment conferences
• An opportunity to participate and present to the Investment Committee

ESSENTIAL FUNCTIONS

• Monitoring: Assist the Investment Director in monitoring existing investment managers across all asset classes:
  • Review materials received from investment managers on a quarterly basis
  • Participate in update calls and attend in-person meetings
  • Ensure each manager’s information is well documented and communicate relevant information to the team
  • Provide quantitative analysis of portfolio performance and exposures
  • Prepare summaries and provide conclusions and recommendations for portfolio changes
• Due Diligence:
  • Perform quantitative analysis of prospective investment managers
  • Participate in investment manager diligence meetings, calls, visits
  • Take notes and document the interactions with investment managers
  • Prepare and present investment memo / recommendation to the team
• Research
  • Conduct research on relevant investment topics – asset classes, strategies, geography, and / or sectors to support portfolio thematic and strategic investments
  • Other special projects, as needed
• Other:
  • Assist with constructing Investment Committee and Subcommittee presentation materials
  • Participate and contribute to team discussions
  • Collaborate with operations manager and student interns

Minimum Qualifications

• Bachelor’s degree in finance or economics or related discipline
• Willingness to travel domestically and abroad, approximately 10-20%.

Preferred Qualifications

• A passion for investing.
• Ability to effectively develop relationships and credibility within the institutional asset management community.
• Detail oriented, highly analytical with a curious and investigative approach to diligence and problem solving.
• Strong verbal and written communication skills with the ability to articulate and persuasively state and support a thesis within a collaborative culture.
• Desire for a less-structured, generalist role.
• Strong project management skills and ability to meet strict deadlines.
• Strong Microsoft Excel skills and expertise in data and information management systems and processes, preferably with Backstop or a similar risk and performance management system.

HOW TO APPLY

All interested candidates must apply online at . Follow the instructions to complete an online application which includes creating or updating an applicant profile, uploading a resume, and completing a job specific application.

In light of its commitment to create and maintain a safe learning and working environment, employment with the University of St. Thomas requires consent and successful completion of a background screening.

Official job posting is available at .

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