Duties: Executes independent validations of models based on the company's internal model risk management policy and procedures, regulatory guidance, and …
Public Position Description for an Investment Analyst:
Company: University System of Maryland Foundation, Inc. – Investment Office
Status: Full-Time Employee
Location: Dupont Circle, Washington, DC
Experience: Junior Hire with 1-3 Years of Experience; Preferably at an Investment Consulting Firm, Endowment or Foundation, Family Office, or Equivalent Institution
Education: Bachelor’s Degree
Begin Date: February-March 2024
The University System of Maryland Foundation is seeking an Investment Analyst to assist the USM Foundation Investment Office with a wide range of responsibilities, including data analysis, investment monitoring, capital markets and macroeconomic research, and reporting. The ideal candidate will be qualified, intellectually curious, and driven.
About the USM Foundation
The University System of Maryland Foundation (USMF) oversees about $2.3 billion split between its long-term endowment portfolio ($2.1 billion) and short-term operating portfolio ($180 million). The Foundation serves as the investment manager for institutions within the University System of Maryland and other public higher education institutions in Maryland. The Foundation’s long-term strategic mission is to provide intergenerational support for educational institutions, providing stable, spendable income for today’s stakeholders while growing the real purchasing power of the corpus for future generations.
The Opportunity
The Investment Analyst will perform a variety of functions to support the investment due diligence, monitoring, and reporting processes of the USM Foundation Investment Office. The Analyst will be a generalist and will support senior staff across both public and private markets. Primarily, the Investment Analyst will be responsible for conducting portfolio analysis using risk and analytical tools, monitoring existing investments, assisting in investment execution, providing capital markets and macroeconomic research, and preparing client and Investment Committee reporting materials. This professional will work closely with the Investment Team, as well as the Investment Office’s strategic partners/advisors. Daily responsibilities will include a mixture of completing recurring deliverables, ad-hoc short-term assignments, and long-term self-directed projects.
Key Responsibilities
Other necessary skills include:
Qualifications
The ideal candidate is a hard worker, looking to build upon their career in asset management for a mission driven institution. This candidate should have a strong appreciation for data-driven analytics, a detail-oriented approach to client and Investment Committee reporting, and an ability to synthesize large amounts of information into concise, interesting, and easily understood formats. While not required, experience at an investment consulting firm, endowment or foundation, family office, or an equivalent institution is preferred.
This professional has a strong intellectual curiosity for capital markets and global macroeconomics. Candidates should be an avid news watcher/reader in order to stay in tune with market movements/trends.
Efficiency in gathering information and a willingness to operate in a proactive manner is essential.
A bachelor’s degree is required.
How to Apply
Resumes must be accompanied by a cover letter addressing the candidate’s qualifications and interest in the position. Candidates considered for the position will be contacted for interviews.
Please submit applications via e-mail: resumes@usmd.edu. Please do not email members of the Investment Team.
The University System of Maryland Foundation is an equal opportunity employer.
Company: University System of Maryland Foundation, Inc. – Investment Office
Status: Full-Time Employee
Location: Dupont Circle, Washington, DC
Experience: Junior Hire with 1-3 Years of Experience; Preferably at an Investment Consulting Firm, Endowment or Foundation, Family Office, or Equivalent Institution
Education: Bachelor’s Degree
Begin Date: February-March 2024
The University System of Maryland Foundation is seeking an Investment Analyst to assist the USM Foundation Investment Office with a wide range of responsibilities, including data analysis, investment monitoring, capital markets and macroeconomic research, and reporting. The ideal candidate will be qualified, intellectually curious, and driven.
About the USM Foundation
The University System of Maryland Foundation (USMF) oversees about $2.3 billion split between its long-term endowment portfolio ($2.1 billion) and short-term operating portfolio ($180 million). The Foundation serves as the investment manager for institutions within the University System of Maryland and other public higher education institutions in Maryland. The Foundation’s long-term strategic mission is to provide intergenerational support for educational institutions, providing stable, spendable income for today’s stakeholders while growing the real purchasing power of the corpus for future generations.
The Opportunity
The Investment Analyst will perform a variety of functions to support the investment due diligence, monitoring, and reporting processes of the USM Foundation Investment Office. The Analyst will be a generalist and will support senior staff across both public and private markets. Primarily, the Investment Analyst will be responsible for conducting portfolio analysis using risk and analytical tools, monitoring existing investments, assisting in investment execution, providing capital markets and macroeconomic research, and preparing client and Investment Committee reporting materials. This professional will work closely with the Investment Team, as well as the Investment Office’s strategic partners/advisors. Daily responsibilities will include a mixture of completing recurring deliverables, ad-hoc short-term assignments, and long-term self-directed projects.
Key Responsibilities
- Prepare client school and Investment Committee reports/materials.
- Conduct thorough and meticulous data-driven portfolio and peer analysis, using risk and analytical tools.
- Monitor existing manager positioning and performance.
- Participate in investment manager and advisor calls and meetings.
- Write and distribute manager and advisor meeting notes on a timely basis.
- Work collaboratively to support the due diligence process on new and existing investments.
- Provide research, analytical, and organizational support to the investment team for projects and ad-hoc requests, including tracking index and security price movements, fundamental valuations, and technical indicators.
- Contribute to the team’s asset allocation research efforts.
- Concisely summarize with practicality, relevant quantitative and qualitative top-down and bottom-up data.
- Maintain technical proficiency and learn at an expedited self-directed pace the Investment Office’s data analytics software platforms. This includes staying current and knowledgeable in Bloomberg, the Microsoft Office Suite, and other software programs that assist the Investment Office.
- Serve as an avid reader, staying informed of industry trends and research papers, highlighting areas of interest to the rest of the team.
- Perform and assist in ad-hoc research projects.
Other necessary skills include:
- Exceptional data analysis and written/verbal communication skills.
- Strong time management, organization, team skills, and meticulous attention to detail.
- Strong propensity and appetite for self-learning and exploration, but not at the detriment of meeting deadlines.
- Ability to work efficiently independently as well as collaboratively in a small team atmosphere.
- Self-starter who does not require constant direction; rather, is able to identify where resources are needed and provide that assistance to members of the team.
- Strong Microsoft Office Suite skills.
- Interest in earning a Chartered Alternative Investment Analyst or Chartered Financial Analyst designation if one is not already obtained.
- Highest level of integrity and professional standards.
- Humble, team-first mentality with an openness to constructive criticism.
- Positive attitude, sense of humor, and interests outside of the workplace appreciated.
Qualifications
The ideal candidate is a hard worker, looking to build upon their career in asset management for a mission driven institution. This candidate should have a strong appreciation for data-driven analytics, a detail-oriented approach to client and Investment Committee reporting, and an ability to synthesize large amounts of information into concise, interesting, and easily understood formats. While not required, experience at an investment consulting firm, endowment or foundation, family office, or an equivalent institution is preferred.
This professional has a strong intellectual curiosity for capital markets and global macroeconomics. Candidates should be an avid news watcher/reader in order to stay in tune with market movements/trends.
Efficiency in gathering information and a willingness to operate in a proactive manner is essential.
A bachelor’s degree is required.
How to Apply
Resumes must be accompanied by a cover letter addressing the candidate’s qualifications and interest in the position. Candidates considered for the position will be contacted for interviews.
Please submit applications via e-mail: resumes@usmd.edu. Please do not email members of the Investment Team.
The University System of Maryland Foundation is an equal opportunity employer.
Employees
