Investment Analyst

University of Nebraska Foundation; Lincoln (NE); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work options

Tuition reimbursement for you and your

Tuition reimbursement for you and your

Wellness program

Generous retirement match

Paid medical leave

12 holidays and vacation time

Job summary

The University of Nebraska Foundation is seeking an Investment Analyst to guide the Foundation’s investment efforts across multiple portfolios and asset classes in support of the university system. You will collaborate with senior investment staff, perform research, and contribute to due diligence and portfolio analysis for private markets and other opportunities.

This role offers hybrid work options in Omaha or Lincoln, travel as needed, and the chance to contribute to a high-impact mission by

Qualifications

• Bachelor’s Degree required; MBA or CFA/CAIA strongly preferred.
• Minimum 2+ years of institutional investment experience, including research/diligence related to manager selection, portfolio analysis and management, policy formulation, securities trading, and related functions.
• Ability to adjust to changing priorities and meet deadlines.
• Attention to detail and accuracy.
• Strong critical thinking and problem-solving abilities.
• Experience utilizing Bloomberg, PitchBook, Burgiss, or other investment technology platforms preferred.

Responsibilities

• Work closely with the foundation’s CIO, Senior Director of Investments, investment office staff, and foundation staff to manage the investment efforts of multiple portfolios.
• Serve as an investment generalist across multiple portfolios and asset classes and increase body of knowledge.
• Manage research and ongoing due diligence process for several dozen retained and potential investment managers and service providers.
• Quantitative and qualitative analysis on multiple portfolios.
• Review and refine asset allocation and risk attribution for each portfolio.
• Evaluation of investment opportunities with emphasis on private markets.
• Assist with various ad-hoc tasks as assigned.

Skills

Relationship building

Analytical thinking

Research & due diligence

Portfolio analysis

Communication

Problem solving

Education

Bachelor's Degree

MBA or CFA/CAIA

Tools

Bloomberg Terminal

PitchBook

Burgiss

Job description

Contribute to managing investments that fulfill the visions of generous donors and the dreams of young people through the life-changing opportunity of education at the University of Nebraska.

• Do you enjoy using your relationship building talents, intellectual curiosity and analytical skills to help our investment office grow?
• Are you self-motivated, and eager to develop your investment knowledge to contribute to our mission?
• Are you passionate about the mission of the University of Nebraska Foundation and the difference higher education can make in the lives of others?

At the University of Nebraska Foundation, we grow relationships and resources that enable the University of Nebraska to change lives and save lives. We believe that our strong commitment to inclusion and respect is essential to accomplishing this mission through our values of teamwork, integrity, and passion for mission. We invite, explore, and celebrate differences to increase productivity, spark innovation and most importantly, accomplish our mission.

As the Investment Analyst, you will play a critical role in guiding the Foundation’s investment efforts and have the satisfaction of knowing you are a significant contributor to our mission. This is an opportunity to join an established and growing institutional investment office focused on supporting a leading land grant university with four campuses and more than 50,000 students. Among public universities, the University of Nebraska ranks in the top 25 nationally for both funds raised and endowed assets under management. You will contribute to an organization with a $4.5B+ balance sheet and investment returns that ranked in the top decile in FY26. With this role you can expect the intellectual freedom to pursue a broad range of investment projects and the opportunity to contribute to our success.

Ways you will make an impact:

• Work closely with the foundation’s CIO, Senior Director of Investments, investment office staff, and foundation staff to manage the investment efforts of multiple portfolios.
• Serve as an investment generalist across multiple portfolios and asset classes and increase body of knowledge.
• Manage research and ongoing duediligence process for several dozen retained and potential investment managers and service providers.
• Quantitative and qualitativeanalysison multiple portfolios.
• Review and refine asset allocation and risk attribution for each portfolio.
• Evaluation of investment opportunities with an emphasison private markets.
• Assist with various ad-hoc tasks as assigned.

Who we want:

• Intellectually curious individual whose passion for discovering great investments is rivaled by their dedication to the University of Nebraska Foundation’s mission.
• Contributors of impact individually and to our team, someone who makes us all better.
• Compassionate communicators who are driven and energized by the opportunity to build trusted partnerships.
• Self-motivated and detail-oriented individuals who can meet deadlines and value precision and processes.
• Adaptable problem-solving individuals who can effectively prioritize and execute multiple tasks.
• Driven individual who desires to achieve excellence and deliver quality in even the minute tasks.
• Ambitious individual who is looking to take the next step in their career while working alongside and learning from some of the best investors.
• Commitment to excellence while upholding integrity and acting as part of a team.

What you need:

• Minimum Education: Bachelor’s Degree. Preferred Education: MBA or business-related master’s degree or CFA/CAIA senior designation strongly preferred.
• Minimum Experience: 2+ years of institutional investment experience, including research/diligence related to manager selection, portfolio analysis and management, policy formulation, securities trading, and similar related functions.
• Demonstrated ability to adjust to changing priorities and meet deadlines.
• Attention to detail and accuracy.
• Strong critical thinking and problem-solving abilities.
• Experience utilizing the Bloomberg terminal, Pitchbook, Burgiss, or other investment technology platforms is preferred.

What we offer:

• This position will work in our Omaha or Lincoln office. We offer flexibility for hybrid work. This position will require travel and evening work.
• Mission-driven work that changes lives and saves lives.
• A strengths-based, engagement-focused, and performance-oriented culture.
• Ongoing learning and development opportunities for your career growth.
• An award-winning wellness program.
• 12 weeks of paid medical leave, including maternity and paternity leave.
• 12 paid holidays and generous vacation time.
• A generous retirement match and multiple incentive compensation programs.
• University of Nebraska tuition reimbursement for you and your dependents.

Who we are:

• Recognition by the Chronicle of Philanthropy as one of America’s Favorite Charities.
• Founded in 1936, the University of Nebraska Foundation provides support for the campuses in the university system — the University of Nebraska-Lincoln, University of Nebraska at Kearney, University of Nebraska at Omaha, Nebraska College of Technical Agriculture in Curtis, and the University of Nebraska Medical Center and its primary clinical partner, Nebraska Medicine.
• Among public universities, the University of Nebraska ranks in the top 25 nationally for both funds raised and endowed assets under management.
• An organization with a reputation for efficiency and effectiveness, which, along with our alumni and athletic partners, raises more than $7 for every $1 spent.
• Winner of Gallup’s Don Clifton Strengths-Based Culture Award.
• Winner of the Governor’s Harvester Wellness Award, the highest honor for corporate wellness.

Equal Opportunity Employer

The University of Nebraska Foundation is an equal opportunity employer that is committed to a work environment free from discrimination and harassment where all employees feel respected and valued. We will consider all qualified applicants in accordance with applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.