Investment Analyst - University Endowment Fund

Edgworth Partners; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

A prestigious university investment fund is seeking an Investment Analyst to join its growing investment team in Oxford. This role involves conducting research, evaluating investment opportunities, and monitoring portfolio performance. The ideal candidate will have 1-3 years of experience in finance or investment management, strong analytical skills, and a commitment to pursuing the CFA qualification. The position requires a minimum of four days per week in Oxford.

Qualifications

• 1-3 years’ experience in finance, investment consulting, or investment management.
• Strong analytical and research abilities.
• Excellent communication skills.
• Proficient in Excel and familiar with analytical or AI tools.
• Commitment to pursuing the CFA qualification.

Responsibilities

• Conduct quantitative and qualitative research on investment funds.
• Support due diligence and evaluation of investment opportunities.
• Monitor existing portfolio positions and prepare reports.
• Assist with portfolio and risk analysis.
• Collaborate with peers and support junior team members.

Skills

Quantitative analytical skills

Qualitative analytical skills

Research skills

Organisational skills

Excellent written communication

Excellent verbal communication

Proficiency in Excel

Education

Degree-educated

Tools

Analytical tools

AI tools

Job description

Role: Investment Analyst

Firm: University Endowment Fund

Location: Oxford, UK

We are exclusively mandated on a search for one of the world’s most prestigious university endowment investment funds. This is an opportunity to join a high-performing and growing investment team as an Investment Analyst.

The firm manages a multi-billion-pound diversified portfolio on behalf of long-term institutional investors, including universities, colleges, and charitable foundations.

In this role, you will contribute directly to the implementation of the investment strategy, supporting the team through research, portfolio monitoring, and the evaluation of new investment opportunities. The position requires a strong mix of quantitative and qualitative analytical skills, together with the ability to build and maintain effective relationships with internal and external stakeholders.

About the Endowment

The organisation invests globally across public and private equity, specialist credit, property, and real assets, partnering with leading investment managers worldwide. Its long-term philosophy is rooted in fundamental analysis, sustainability, and excellence in manager selection. Since its inception, the fund has delivered outstanding performance and supported significant distributions to its investors.

Key Responsibilities

• Conduct quantitative and qualitative research on investment funds, managers, and strategies
• Support due diligence and evaluation of new investment opportunities
• Monitor existing portfolio positions and prepare regular investment reports and analysis
• Assist with portfolio and risk analysis, contributing to internal discussions and reviews
• Collaborate with peers, support junior team members, and represent the firm externally

Candidate Profile

• 1-3 years’ experience in finance, investment consulting, or investment management (fund research or manager selection experience strongly preferred)
• Strong analytical, research, and organisational skills
• Excellent written and verbal communication abilities
• Proficiency in Excel; familiarity with analytical or AI tools is desirable
• Degree-educated with a commitment to pursuing the CFA qualification

Additional Information

This role requires a minimum of four days per week in Oxford.

Due to the high volume of applications expected for this position, only candidates who have been shortlisted will be contacted.