Senior Investment Analyst

University of Nebraska Foundation; Lincoln (NE); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work

Wellness program

Retirement match

Tuition reimbursement

Paid medical leave

Holidays and vacation

Career development

Job summary

University of Nebraska Foundation is seeking a Senior Investment Analyst to guide investment efforts across endowment and liquidity portfolios. You will collaborate with the CIO and senior staff to refine research, analyze opportunities, and contribute to asset allocation decisions.

This role offers hybrid work in Omaha or Lincoln, with travel and occasional evening commitments to support the mission of advancing higher education and donor impact.

Qualifications

• MBA or business-related master’s degree or CFA/CAIA senior designation.
• 7+ years of institutional investment experience including manager selection, portfolio analysis and management, policy formulation, securities trading.

Responsibilities

• Collaborate with CIO and senior staff to manage multi-portfolio investments.
• Provide independent investment judgment and mentor colleagues.
• Lead research and diligence processes and refine asset allocation insights.

Skills

Analytical thinking

Mentoring others

Collaboration

Attention to detail

Investment judgment

Education

MBA or business-related master’s degree

Tools

Bloomberg Terminal

Investment analytics tools

Job description

Manage investments that fulfill the visions of generous donors and the dreams of young people through the life-changing opportunity of education at the University of Nebraska.

• Do you enjoy providing sound investment judgments and recommendations?
• Are you energized by opportunities to mentor others?
• Are you passionate about the mission of the University of Nebraska Foundation and the difference higher education can make in the lives of others?

At the University of Nebraska Foundation, we grow relationships and resources that enable the University of Nebraska to change lives and save lives. We believe that our strong commitment to inclusion and respect is essential to accomplishing this mission through our values of teamwork, integrity, and passion for mission. We invite, explore, and celebrate differences to increase productivity, spark innovation and most importantly, accomplish our mission.

As the Senior Investment Analyst, you will play a critical role in guiding the Foundation’s investment efforts and have the satisfaction of knowing you are a significant contributor to our mission. This is an opportunity to join an established and growing institutional investment office focused on supporting a leading land grant university with four campuses and more than 50,000 students. Among public universities, the University of Nebraska ranks in the top 25 nationally for both funds raised and endowed assets under management. You will contribute to an organization with a $4.5B+ balance sheet and investment returns that ranked in the top decile in FY26. With this role you can expect intellectual freedom to contribute to long-term strategic investment functions and contribute to our success.

Ways you will make an impact:

• Work closely with the foundation’s CIO, Senior Director of Investments, investment office staff, and foundation staff to manage the investment efforts of multiple portfolios.
• Serve as an experienced investment generalist across multiple portfolios and asset classes, sharing knowledge with other investment professionals and contributing independent investment judgment to team decisions.
• Manage and refine research and ongoing diligence processes, while developing recommendations related to selection, retention, and portfolio positioning.
• Source, originate, and recommend investment ideas across endowment portfolios and positioning of the liquidity portfolio.
• Key position of influence in reviewing and refining the asset allocation structures by performing analysis and making investment recommendations.
• Lead selected portfolio research and ad-hoc investment projects.
• Serve as an investment office representative and present to internal and external audiences.

Who we want:

• Analytical and quantitatively driven individuals who can make investment judgements and recommendations.
• Driven individual who desires to achieve excellence and mentor teammates to be successful.
• Responsible and trusted advisors who can meet deadlines, manage multiple responsibilities, and effectively prioritize competing priorities.
• Forward-thinking individuals who look at the big picture and identify opportunities for growth.
• Intellectually curious individuals who think strategically and are motivated to identify trends.
• Focused and compassionate communicators who can connect with others and act in the best interest of the overall team and organization.

What you need:

• Education: MBA or business-related master’s degree or CFA/CAIA senior designation.
• Minimum Experience: 7+ years of institutional investment experience, including research/diligence related to manager selection, portfolio analysis and management, policy formulation, securities trading, and similar related functions.
• Ability to collaborate with others, and to take initiative.
• Strong attention to detail and accuracy.
• Demonstrated experience utilizing the Bloomberg terminal and/or investment industry technology platforms.
• Candidates will also be evaluated on our core values of passion for mission, integrity, and teamwork.

What we offer:

• This position will work in our Omaha or Lincoln office. We offer flexibility for hybrid work. This position will require travel and evening work.
• Mission-driven work that changes lives and saves lives.
• A strengths-based, engagement-focused, and performance-oriented culture.
• Ongoing learning and development opportunities for your career growth.
• An award-winning wellness program.
• 12 weeks of paid medical leave, including maternity and paternity leave.
• 12 paid holidays and generous vacation time.
• A generous retirement match and multiple incentive compensation programs.
• University of Nebraska tuition reimbursement for you and your dependents.

Who we are:

• Recognition by the Chronicle of Philanthropy as one of America’s Favorite Charities.
• Founded in 1936, the University of Nebraska Foundation provides support for the campuses in the university system — the University of Nebraska-Lincoln, University of Nebraska at Kearney, University of Nebraska at Omaha, Nebraska College of Technical Agriculture in Curtis, and the University of Nebraska Medical Center and its primary clinical partner, Nebraska Medicine.
• Among public universities, the University of Nebraska ranks in the top 25 nationally for both funds raised and endowed assets under management.
• An organization with a reputation for efficiency and effectiveness, which, along with our alumni and athletic partners, raises more than $7 for every $1 spent.
• Winner of Gallup’s Don Clifton Strengths-Based Culture Award.
• Winner of the Governor’s Harvester Wellness Award, the highest honor for corporate wellness.

The University of Nebraska Foundation is an equal opportunity employer that is committed to a work environment free from discrimination and harassment where all employees feel respected and valued. We will consider all qualified applicants in accordance with applicable law.

Equal Opportunity Employer