Investment Analyst

The Ohio State University; United States; Hybrid; USD 71,000 - 81,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Paid time off

Retirement plan

Job summary

The Ohio State University is seeking a full-time Investment Analyst to support the university's Operating Fund Portfolio within the Treasurer's Office. The two-year term role includes trade execution, performance monitoring, reporting, and working with custodians and external managers.

Focused on fixed income with exposure to other asset classes, you will prepare monthly/quarterly reports and assist in investment reviews, while helping ensure liquidity to meet university needs.

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 analytics; advanced Excel skills.

Responsibilities

• Support investment operations for the University Operating Fund and other portfolios as needed.
• Prepare performance and attribution reporting; assist in reviews for committees and board meetings.
• Conduct investment research and assist with provider meetings and special projects.
• Provide cross‑functional support to banking, cash management, and forecasting.

Skills

Analytical skills

Quantitative skills

Writing & communication

Investment theory knowledge

MS Office proficiency

Excel expertise

Attention to detail

Education

Bachelor’s degree in finance, accounting, business, economics, information systems, mathematics, or a relevant field

Job description

Job Overview

Job Title: Investment Analyst Department: Business and Finance | Office of Financial Services The 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.

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.

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.

Additional Information

Additional Information: This is a two‑year term position. The target hiring range for this position is $70,800-$81,375 per year. Ohio State will not sponsor applicants for work visas for this position.

Benefits

Ohio State benefits give you options to take care of what matters most to you — and opportunities to make adjustments as your life and needs change, including:

• Medical, dental and vision coverage, with Ohio State paying a significant portion of the cost.
• Paid time off, including sick and vacation time and 11 holidays.
• State retirement plan or an alternative retirement plan, both with generous employer contributions.

The university is an equal opportunity employer, including veterans and disability.

Function: Finance Subfunction: Investments Career Band: Individual Contributor – Specialized Career 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.