The University of Florida Investment Corporation (UFICO) is the investment management company established by the University of Florida to manage the financial assets of the University and its affiliates. UFICO’s assets under management are approximately $2.7 billion and include the University’s Endowment assets.
The Senior Investment Analyst will be a member of the marketable strategies team at UFICO, reporting directly to the Director of Marketable Strategies. The successful candidate will assist with the analysis, due diligence, and oversight of the investment managers in UFICO’s marketable strategies portfolio, which includes public equity, hedged strategies, and fixed income portfolios. This position will be a key member of the investment team in monitoring existing investment managers and providing analytical support. Primary responsibilities include:
- Assist with ongoing monitoring of UFICO’s existing investment managers including participating in manager conference calls, attending manager due-diligence meetings, reviewing monthly/quarterly reports, and maintaining current due-diligence in the internal UFICO investment database.
- Perform investment research, conduct portfolio and performance analysis and present to the internal investment team and the UFICO Board of Directors.
- Prepare presentations for UFICO clients, its Board of Directors and for internal use.
- Perform ad hoc research on investment related topics or markets, as needed.
- Bachelor’s or Master’s degree in finance, accounting or economics. Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) preferred.
- Minimum of three years of experience in institutional investment management. Experience with multiple asset classes, including alternatives, and portfolio construction is preferred.
- Strong analytical and computer skills, including advanced Excel, all MS Office products. Prior experience with Bloomberg, Backstop, PerTrac, and other investment analytics programs and databases preferred.
- Strong understanding of capital markets and of complex investment strategies. Must also possess strong decision making skills and the ability to construct a compelling case for or against an investment idea.
- Willingness and ability to travel, including outside of the United States.