Investment Analyst

University of Pittsburgh; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 90,000; Full time

Job summary

The University of Pittsburgh is seeking an Investment Analyst to support reconciliation, accounting, and cash flow monitoring for the Consolidated Endowment Fund (CEF). The role focuses on ensuring accurate fee payments and adherence to cash controls and regulations.

Responsibilities include due diligence support, investment memos, committee presentations, meeting notes, ad hoc analyses, and tracking global market trends across asset classes for the investment team in a hybrid on-campus/remote

Qualifications

• Minimum Education Level Required: Bachelor's Degree.
• Minimum Years of Experience Required: 3 years.
• Work arrangement is Hybrid: On-Campus and Remote as determined by the department.
• Relocation Offered: No.
• Visa Sponsorship Provided: No.

Responsibilities

• Perform reconciliation and accounting for third-party investment managers within the University’s Consolidated Endowment Fund.
• Monitor endowment cashflows and performance calculations.
• Prepare investment memos and quarterly Investment Committee presentations.
• Document discussions from investment manager meetings with detailed notes.
• Conduct ad hoc analysis and modelling and present findings to the team.
• Monitor global market trends across asset classes and summarize developments.

Education

Bachelor's Degree

Job description

Job Description - Investment Analyst (26005218)

Investment Analyst

Job Summary

Performs reconciliation and accounting for specific third-party investment managers in the University's Consolidated Endowment Fund (CEF). Monitors endowment cashflows, performance calculations, sub-systems, and routines. Processes transfers and ensures payment of fees in accordance with proper cash controls and regulations.

Essential Functions

• Support senior investment professionals in conducting qualitative and quantitative due diligence and monitoring of prospective and existing investments.
• Assist with the preparation of investment memos and quarterly Investment Committee presentations.
• Participate in investment manager meetings and document discussions through detailed meeting notes.
• Conduct ad hoc analysis and modeling as needed and present findings via polished deliverables.
• Monitor global market trends across asset classes and summarize developments for broader team.

Physical Effort

None

The University of Pittsburgh is an equal opportunity employer / disability / veteran.

Assignment Category Full-time regular

Job Classification Staff.Operations Analyst - Endowment

Job Family Finance & Procurement

Job Sub-Family Investment Management

Campus Pittsburgh

Minimum Education Level Required Bachelor's Degree

Minimum Years of Experience Required 3

Will this position accept substitution in lieu of education or experience? Combination of education and relevant experience will be considered in lieu of education and/ or experience requirement.

Work Arrangement Hybrid: Combination of On-Campus and Remote work as determined by the department.

Hiring Range TBD Based Upon Qualifications

Relocation Offered No

Visa Sponsorship Provided No

Background Check For position finalists, employment with the University will require successful completion of a background check

Child Protection Clearances Not Applicable

The University of Pittsburgh is an equal opportunity employer / disability / veteran.