Investment Analyst - Hybrid (2-Year Term, Fixed Income)

The Ohio State University

United States

Hybrid

USD 71,000 - 81,000

Full time

3 days ago
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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

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.

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