Investments Analyst, U.B. Foundation

University at Buffalo; Buffalo (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

The University at Buffalo Foundation (UBF) is seeking an Investments Analyst to support the management of investment portfolios worth approximately $1.5+ billion. Responsibilities include performance monitoring, portfolio analytics, and investment research to aid decision-making for senior leaders and the Investment Committee.

The ideal candidate will assist in enhancing performance measurement systems and contribute to due diligence for investment managers while collaborating with various teams to ensure compliance with institutional policies.

Responsibilities

• Support the enhancement and governance of investment performance measurement systems.
• Evaluate the Long-Term Portfolio (LTP) through performance attribution and benchmarking.
• Prepare investment reports and presentations for staff and management.
• Support performance measurement, asset allocation research, and investment operations.
• Conduct due diligence for investment managers by reviewing documentation and analyzing risks.
• Contribute to investment research across traditional and alternative asset classes.
• Assist with special projects including scenario analysis and portfolio diagnostics.
• Collaborate with teams to support governance and compliance with investment policies.

Job description

Your future begins here – great benefits, great people. Join us today! The University at Buffalo Foundation (UBF) is searching for an Investments Analyst to join our team.

The Investments Analyst supports the management and oversight of UBF's investment portfolios, including the endowment, charitable gift annuities, and trust accounts, with total assets of approximately $1.5+ billion across multiple asset classes. In coordination with the Director of Investments, the Analyst assists with portfolio administration functions, performance monitoring, portfolio analytics and investment research.

The position involves exposure to a diversified set of investments, including public equities and fixed income, hedge funds, private investments, and other alternative investment strategies. The Investments Analyst contributes to ongoing portfolio maintenance and supports decision-making through analysis, reporting, and preparation of materials for senior leadership and the Investment Committee.

Responsibilities

• Support the enhancement and governance of investment performance measurement systems, ensuring data accuracy, consistency, and alignment with GIPS consistent best practices across all asset classes for public markets, private markets, and alternative investment strategies.
• Evaluate the Long-Term Portfolio (LTP) through performance attribution, benchmarking, and strategy level analytics, to support investment committee decision making and long term objectives.
• Prepare and synthesize investment reports and presentations for investment staff, senior management, trustees, and external partners highlighting performance trends, risk insights, portfolio positioning, and key findings.
• Support performance measurement, asset allocation research, data management initiatives, and investment operations in fulfillment of the organization’s fiduciary responsibilities.
• Support due diligence for new and existing investment managers by reviewing documentation, analyzing risks, validating data, and preparing materials for internal approvals and governance meetings.
• Contribute to internal and external investment research across traditional and alternative asset classes, supporting strategic asset allocation, manager selection, and market assessments.
• Assist with special projects and ad hoc analytical requests, including scenario analysis, portfolio diagnostics, operational due diligence, and investment committee deliverables.
• Collaborate with investment, operations, legal, audit, and risk teams to support effective governance, transparency, and compliance with institutional investment policies.

Benefits

• Our benefits, where we prioritize your well-being and success to enhance every aspect of your life.
• Being a part of the University at Buffalo community.

University at Buffalo is an affirmative action/equal opportunity employer and, in keeping with our commitment, welcomes all to apply including veterans and individuals with disabilities.