Investment Analyst: Fixed Income & Portfolio Strategy

Ohio State University

Columbus (OH)

Hybrid

USD 71,000 - 81,000

Full time

3 days ago
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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

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.

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