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Occupational Summary

Assist in the identification, evaluation, selection, and monitoring of money managers: including interviewing managers, performing on site due diligence trips, attending conferences and annual meetings, completing reference checks.

 

Work Performed

Assist in determining the appropriate asset allocation for DUMAC's portfolios.

Perform quantitative analysis on current and potential investments.

Draft reports detailing investment recommendations and actions.

Undertake research projects related to portfolio management and new investment areas.

Perform other related duties incidental to the work described herein.

 

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

 

Skills

Quantitative Proficiency (Excel)

General understanding of basic financial concepts


Employees

Jordan Lee

Manager

Investor | Endowment

Investor | Endowment

Investor | Endowment

Investor | Endowment

Investor | Endowment