Investment Analyst

Ohio State University; Columbus (OH); Hybrid; USD 71,000 - 81,000; Full time

Job summary

Ohio State University in Columbus, OH, seeks an Investment Analyst for a two-year term to support the university's Operating Fund Portfolio and other investment vehicles. The role emphasizes fixed income with exposure to other asset classes, working with the Treasurer's Office in a collaborative team.

The position offers in-person work on campus, with remote work on Fridays, and a path to a permanent role based on performance and staffing needs.

Qualifications

• Bachelor’s degree in finance, accounting, business, economics, information systems, mathematics.
• Strong computing, quantitative, writing, and communication skills.
• Proficiency in MS Office and analytics/modeling; advanced Excel or willingness to learn.
• Self-motivated, detail-oriented, with ethical behavior and professionalism.

Responsibilities

• 35% Primary support for investment operations for the University Operating Fund Portfolio and other portfolios; monitors compliance and facilitates trades; manages invoices.
• 35% Prepares and maintains performance and attribution reporting; liaises with investment managers and custodians; supports reviews and committee deliverables.
• 20% Conducts investment research and analysis; facilitates provider meetings; coordinates special projects.
• 10% Provides cross-functional support to banking, cash management, and forecasting.

Skills

Quantitative skills

Excel proficiency

MS Office

Communication skills

Financial theory

Ethics & professionalism

Self-motivation

Education

Bachelor’s degree in finance, accounting, business, economics, information systems, mathematics

Tools

RFQ/RFP processes

Job description

## Job Title:Investment Analyst## Department:Business and Finance | Office of Financial ServicesThe Office of Financial Services is looking to hire a full-time Investment Analyst who will support efforts to manage the university's Operating Fund Portfolio. The Analyst will work closely with a small and collaborative team within the university's Treasurer's Office focused on positioning the portfolio to effectively meet the liquidity needs of the university while also generating strong risk-adjusted returns.Supports the oversight of portfolio asset managers, including monthly/quarterly performance and risk reporting, meeting participation, annual reviews, and payment of invoices. Prepares monthly reports as well as contributes to quarterly deliverables for the university Investment Working Group (IWG). Supports other separately invested funds, including self-insurance pools, affiliated entity portfolios, and economic development fund as needed. Responsible for execution of trades, rebalancing, and liquidity needs for pools. Serves as the primary contact for custodial services.The position is primarily focused on fixed income strategies but will offer unique opportunities to gain insight into other asset classes, including public equities. The Analyst will assist in advancing the investment strategy while doing so in a rewarding environment that helps further the mission of The Ohio State University.This Investment Analyst role is a two-year term position. Investment Analyst will be considered for a full-time permanent position at the end of the term based on performance and team staffing needs.This is an in-person role based at the Ohio State University’s main campus in Columbus, Ohio. The team is in the office Monday through Thursday, with the flexibility for remote work on Fridays.**Required Qualifications:**Bachelor’s degree in finance, accounting, business, economics, information systems, mathematics, or a relevant field. Strong computing, quantitative, writing, and communication skills. Knowledge of financial and investment theory and practice. Proficiency in MS Office and skilled in analytics and modeling. Advanced abilities with Microsoft Excel or willingness to learn. Self-motivated, detail-oriented, with a commitment to ethical behavior and professionalism.## Responsibilities:**35% -** Primary support for investment operations for the University Operating Fund Portfolio and for other separately invested portfolios as needed. Monitors portfolio(s) compliance in accordance with Ohio Revised Code, the university’s investment policy, or other applicable policies. Facilitates transactions/trades as needed, processes provider invoices, and helps manage any RFQ/RFP investment-related processes. Documents and maintains all processes and procedures related to the investment function.**35% -** Prepares and maintains performance and attribution reporting across all portfolios. Is a liaison to investment managers, mutual fund companies, and custodial services to ensure accuracy of reporting. Assists with preparing monthly investment reviews, senior leadership reporting, and deliverables for the quarterly investment committee and university board meetings. Assists in monitoring and evaluating external investment managers and participates in meetings with investment managers to review performance and strategy.**20%** - Conducts investment research and analysis at the direction of the Senior Investment Analyst. Facilitates prospective investment service provider meetings. Coordinates or assists with special projects as assigned.**10%** - Provides cross-functional support to other financial operations, including banking, cash management, and forecasting.## Additional Information:**This is a two-year term position.****The target hiring range for this position is $70,800-$81,375 per year.****Please submit cover letter and resume with online application.****Ohio State will not sponsor applicants for work visas for this position.**Function: FinanceSubfunction: InvestmentsCareer Band: Individual Contributor – SpecializedCareer Level: S1## Location:Gateway C (0863)## Position Type:Term (Fixed Term)## Scheduled Hours:40## **Shift:**First Shift***Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process.***