Investment Analyst I

Liberty University, Inc.; Lynchburg (VA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Tuition assistance

Job summary

Liberty University, Inc. in Lynchburg, Virginia, seeks an Investment Analyst to support the Chief Investment Officer and the investment team in managing the endowment assets.

The analyst will develop generalist skills across Public Equity, Fixed Income, Real Estate, and Alternatives by supporting investment research, reporting, performance measurement, and special projects. The role includes travel for onsite diligence, industry conferences, and relationship development.

Qualifications

• Bachelor’s degree required in economics, finance, business, mathematics, or computer science.
• 0.5 year to 1 year experience in an investment office setting with portfolio management.
• Knowledge of portfolio management across multiple asset classes.
• Aspiration to complete the CFA designation.
• Ability to learn multidisciplinary subjects quickly.
• Attention to detail and strong organizational skills.
• Resourceful and self-motivated with minimal supervision.
• Independent and collaborative work style.
• Strong verbal and written communication skills.
• Integrity and fiduciary responsibility.
• Ability to articulate and defend Liberty University’s Christian mission.
• Not in default on federal student or parent loans; no government-fund-related fraud convictions.

Responsibilities

• Conduct qualitative and quantitative research supporting the investment program.
• Assist in onboarding and maintaining custodian systems and portfolio software.
• Attend fund manager meetings, take notes, ask thoughtful questions.
• Prepare diligence notes and analyze investment strategy and track records.
• Prepare presentation materials for Investment Committee stakeholders.
• Aggregate portfolio data to design exposure reports.
• Research sectors to form investment theses.
• Coordinate month-end closing and reconciliation with custodians.
• Monitor investments and prepare quarterly performance analyses.
• Prepare subscription documents and monitor capital calls and distributions.

Skills

Portfolio management

Qualitative analysis

Quantitative analysis

Research skills

Verbal communication

Written communication

Attention to detail

Independent work

Collaborative

Fiduciary integrity

Education

Bachelor's degree in economics/finance/business/mathematics/computer science

Tools

Portfolio management software

Custodian system

Job description

Investment Analyst – Overview

The Investment Analyst will support Liberty University’s Chief Investment Officer and the investment team in managing the endowment assets. The analyst will develop generalist skills across Public Equity, Fixed Income, Real Estate, and Alternatives by supporting investment research, reporting, performance measurement, and special projects. The role includes travel for onsite diligence, industry conferences, and relationship development. The analyst is expected to participate actively in the Lynchburg community and university on‑campus activities.

Key Responsibilities

• Conduct qualitative and quantitative research supporting the investment program.
• Assist in onboarding and maintaining the custodian system, portfolio management software, and data management systems, keeping records accurate and up to date.
• Attend and participate in fund manager meetings, record notes, and ask thoughtful questions.
• Assist senior team members in sourcing and evaluating prospective fund managers, preparing diligence notes, and analyzing investment strategy, process, organization, portfolio positions, competitive landscape, and track record.
• Prepare presentation materials for stakeholders such as the Investment Committee.
• Aggregate portfolio and index data to design portfolio exposure reports.
• Research industry sectors to form investment theses.
• Work closely with the custodian bank on month‑end closing and reconciliation, preparing customized performance reports.
• Monitor existing investments, review quarterly letters and manager correspondence, and prepare quarterly performance analysis.
• Prepare subscription documents, coordinate Limited Partnership Agreement reviews, and monitor capital calls and distributions.
• Provide monthly cash‑flow updates and contribute to ad‑hoc projects improving investment process, monitoring, and operations.
• Collaborate with university departments such as accounting and legal, assist with auditors and regulatory agencies’ information requests.
• Actively participate in Lynchburg community and on‑campus activities.
• Strictly adhere to Liberty University policies and represent the university exemplarily.

Qualifications

• Bachelor’s degree in economics, finance, business, mathematics, or computer science.
• Minimum 6–8 months experience in an investment office setting with portfolio management.
• Knowledge of portfolio management across multiple asset classes.
• Aspiration to complete the CFA designation.
• Ability to learn multidisciplinary subjects quickly.
• Attention to detail, strong organization skills.
• Resourceful and self‑motivated, able to complete projects with minimal supervision.
• Independent and collaborative work style.
• Proficiency in applying qualitative and quantitative analyses to evaluate investment strategies, processes, and performance.
• Strong verbal and written communication skills, able to present perspectives and recommendations clearly.
• Integrity, honesty, and a strong sense of fiduciary duty.
• Ability to articulate and defend Liberty University’s Christian mission.
• Not in default on any federal student or parent loan; not convicted of a crime involving government funds or fraud.

Abilities and Competencies

• Effective communication, both verbal and written.
• Professional, respectful, and Christ‑like manner in interactions.
• Excellent listening, discerning, and public‑communication skills.
• Strong organizational and multi‑tasking abilities.
• Computer skills for portfolio and data systems.
• Problem‑solving and judgment for routine and complex tasks.

Physical and Sensory Abilities

• Travel locally within Virginia and occasionally out of state for conferences and meetings.
• Sit for extended periods doing desk work and typing.
• Hear and speak clearly for effective oral communication.
• Stand, walk, and climb stairs as needed on campus.
• Handle materials and occasionally kneel or stoop.
• Regularly lift up to 10 pounds.

Working Conditions

The working environment is a climate‑controlled, well‑lit, and moderately noisy setting, with occasional outdoor events for gatherings and meetings.

Pay and Benefits

Annual salary range: $65,000.00 – $80,000.00. The position may be eligible for comprehensive benefits, including health insurance, retirement plans, and tuition assistance.

EEO Statement

The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to conduct all management practices regarding employees in a nondiscriminatory manner. In compliance with Title VII of the 1964 Civil Rights Act and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law. The University is a Christian religious‑affiliated organization and is not subject to religious discrimination requirements. The University’s hiring practices and EEO discrimination practices are in full compliance with both federal and state law.