Overview:
Adams Street Partners is actively looking to expand their team to satisfy the needs of our growing client base. …
Investment Analyst
Submissions will be expected to include the following:
University of Minnesota Office of Investments and Banking
The Investment Analyst will focus primarily on supporting the investment activities of the University’s ~$1.5B endowment fund. The Analyst will play a key role partnering with all members of the investment team in sourcing, researching, diligencing, and monitoring investments across the full spectrum of liquid and illiquid asset classes and strategies utilized in the endowment, including: traditional rates and credit, public equities, private credit, venture capital, private equity, real assets and hedge funds. Area(s) of focus at any point in time will be directed by the Deputy Chief Investment Officer based on an amalgamation of considerations such as market environment and opportunity, current portfolio dynamics, and/or the Investment Analyst’s particular areas of expertise or familiarity.
OVERVIEW OF UNIVERSITY OF MINNESOTA OFFICE OF INVESTMENTS AND BANKING
The charge of OIB is to effectively steward the financial asset programs that support the University of Minnesota’s broader mission of changing lives through research, education and outreach. OIB currently manages approximately $2.7 billion across the endowment (~$1.5 billion) and operating pools (~$1.2 billion), while also overseeing the defined contribution retirement plans (~$6 billion) and a miscellany of smaller pools of capital (e.g. captive insurance company portfolio).
The OIB currently consists of nine professional positions - five are dedicated to treasury, trading, operations and/or administrative roles, the remaining four comprise the investment team, which includes the following positions: Chief Investment Officer, Deputy Chief Investment Officer, Investment Manager and Investment Analyst. Concurrent with this Investment Analyst search process, OIB will also be recruiting a fifth investment team member to join in an additional Investment Manager role as well as an Investment Operations Manager.
The OIB team seeks to foster a diverse, open and collegial culture in which each of the investment team members are expected to work collaboratively, contribute to idea generation and debate the merits of investment ideas with both rigor and respect.
OVERVIEW OF RESPONSIBILITIES
The Investment Analyst will focus primarily on supporting the investment activities of the University’s ~$1.5B endowment fund. The Analyst will play a key role partnering with all members of the investment team in sourcing, researching, diligencing, and monitoring investments across the full spectrum of liquid and illiquid asset classes and strategies utilized in the endowment, including: traditional rates and credit, public equities, private credit, venture capital, private equity, real assets and hedge funds. Area(s) of focus at any point in time will be directed by the Deputy Chief Investment Officer based on an amalgamation of considerations such as market environment and opportunity, current portfolio dynamics, and/or the Investment Analyst’s particular areas of expertise or familiarity.
Specific responsibilities and expectations include:
The above job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. Additional duties and projects may be assigned depending on the needs of OIB and the University.
Required Qualifications:
The ideal candidates will possess the following characteristics/traits: