Founded in 1789, Georgetown University is the nation's oldest private Catholic and Jesuit University, whose main campus is located in the Washington D.C. neighborhood of Georgetown. The school administers 180 programs in four undergraduate schools, three graduate and professional schools. Georgetown is a major international research university that embodies its founding principles in the diversity of its students, faculty, and staff, a commitment to justice and the common good, intellectual openness, and international character. The university is widely known for its faculty and programs in international affairs and law. The institution defines its identity in significant part through its religious heritage. The university is co-educational and has approximately 7,000 undergraduate and over 8,000 graduate students, from around the US and overseas.
The Private Investments Associate will be a member of the endowment’s investment team, reporting directly to the Director for Private Investments. The successful candidate will assist with the sourcing, screening, analysis, due diligence and oversight of the investment managers in the endowment’s global private markets portfolio, including buyout, venture and real assets. The $1.6 billion endowment portfolio target asset allocation is 50% equities (public and private), 20% absolute return, 15% real assets, and 15% fixed income. This position will be an integral part of Georgetown’s small collaborative investment team. Although the primary focus will be on private markets, Associates are encouraged to source ideas and work collaboratively with everyone on the team across all asset classes in the portfolio.
• Assist with ongoing monitoring of Georgetown’s existing investment managers including participating in manager calls, attending annual meetings, review of monthly & quarterly reports and updating findings to our internal manager database.
• Develop and maintain a broad network of peers in the investment community in order to exchange ideas and stay abreast of emerging trends.
• Leverage personal network and conduct primary research to source investment ideas.
• Screen prospective investment opportunities and support due diligence by evaluating strategy, analyzing performance and preparing recommendation memos.
• Modeling and analysis of benchmarks, portfolio performance and risk.
• Monitor private capital markets and provide research, intelligence, well written reports, and opinions about market trends to the investment team.
• Perform ad hoc research on investment related topics or markets, as needed.
• As needed, train and supervise investment office interns or junior staff.
• Assist in maintaining the team’s reputation for professional excellence and credibility both inside the University and throughout the investment management community.
• Four to eight years of successful work experience including finance (investment management, investment banking), corporate strategy, consulting and/or investigative research in other fields is required.
• Outstanding academic credentials including Bachelor’s degree in finance, math, accounting or economics.
• Completion of, or progress toward, earning the CFA designation is required. • Broad understanding of portfolio theory, global markets and investment disciplines.
• The successful candidate must have exceptional analytical, mathematical and writing skills.
• Strong communication and interpersonal skills and a demonstrated ability to work effectively with all constituencies, including Investment Committee members, sophisticated investment professionals, and a broad array of other University constituents.
• S/he will have proven ability to cultivate relationships and network extensively in the venture capital and private equity community in order to secure allocations to top tier managers on behalf of the endowment.
• Willingness and ability to travel domestically and abroad.