Marketable Investment Analyst
University of Michigan
Ann Arbor, MI
ID: 7325529
Posted: Newly posted
Application Deadline: Open Until Filled
Job Description
Job Summary
The University of Michigan Investment Office is looking to add an investment analyst to the Marketable team for a two-year tenure. The seven-person Marketable team invests through separately managed accounts, fund commitments and direct co-investments. Analysts gain broad exposure to the Equity, Fixed Income and Absolute Return asset classes and involve themselves in the investment lifecycle, including origination, due diligence, evaluation, and portfolio monitoring.
Responsibilities*
Assist the Marketable team with Manager due diligence, which includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis and qualitative due diligence; and participating in internal discussions that lead to an investment recommendation.
Conduct investment research on equity, absolute return and fixed income managers and other relevant investment opportunities
Prepare investment reports on performance, asset allocation, and risk characteristics of portfolios
Provide support for monitoring existing managers and co-investments, performance analysis, staffing, and compliance with guidelines
Support investment operations by resolving accounting and performance measurement issues and monitoring Marketable fund additions, withdrawals and distributions
Some travel will be required
What You'll Do
Reporting to a senior member of the investment team, this entry-level Investment Analyst will provide support and assistance for the oversight and management of the university's investment portfolios by helping with portfolio analysis, operational projects, and Manager due diligence. This position has a tenure of 2 years with a salary of $90,000. There is also a 5% bonus structure in place with the opportunity to achieve 10% for a highly successful candidate.
Required Qualifications*
Bachelor's degree; an understanding of and interest in investing; strong quantitative and verbal skills; a proven ability to create and use complex spreadsheets; a demonstrated attention to detail and a collaborative work style. An analytical skills test (up to 2 hours allowed) will be required as part of the interview process.
Desired Qualifications*
Exposure to investment analysis
Why Work at Michigan?
In addition to a career filled with purpose and opportunity, The University of Michigan offers a comprehensive benefits package to help you stay well, protect yourself and your family and plan for a secure future. Benefits include:
A savings plan that provides two-for-one matching contributions with immediate
vesting
Many choices for comprehensive health insurance
Life insurance and long-term disability coverage
Flexible spending accounts for healthcare and dependent care expenses
Generous vacation policy
The University of Michigan Investment Office is looking to add an investment analyst to the Marketable team for a two-year tenure. The seven-person Marketable team invests through separately managed accounts, fund commitments and direct co-investments. Analysts gain broad exposure to the Equity, Fixed Income and Absolute Return asset classes and involve themselves in the investment lifecycle, including origination, due diligence, evaluation, and portfolio monitoring.
Responsibilities*
Assist the Marketable team with Manager due diligence, which includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis and qualitative due diligence; and participating in internal discussions that lead to an investment recommendation.
Conduct investment research on equity, absolute return and fixed income managers and other relevant investment opportunities
Prepare investment reports on performance, asset allocation, and risk characteristics of portfolios
Provide support for monitoring existing managers and co-investments, performance analysis, staffing, and compliance with guidelines
Support investment operations by resolving accounting and performance measurement issues and monitoring Marketable fund additions, withdrawals and distributions
Some travel will be required
What You'll Do
Reporting to a senior member of the investment team, this entry-level Investment Analyst will provide support and assistance for the oversight and management of the university's investment portfolios by helping with portfolio analysis, operational projects, and Manager due diligence. This position has a tenure of 2 years with a salary of $90,000. There is also a 5% bonus structure in place with the opportunity to achieve 10% for a highly successful candidate.
Required Qualifications*
Bachelor's degree; an understanding of and interest in investing; strong quantitative and verbal skills; a proven ability to create and use complex spreadsheets; a demonstrated attention to detail and a collaborative work style. An analytical skills test (up to 2 hours allowed) will be required as part of the interview process.
Desired Qualifications*
Exposure to investment analysis
Why Work at Michigan?
In addition to a career filled with purpose and opportunity, The University of Michigan offers a comprehensive benefits package to help you stay well, protect yourself and your family and plan for a secure future. Benefits include:
A savings plan that provides two-for-one matching contributions with immediate
vesting
Many choices for comprehensive health insurance
Life insurance and long-term disability coverage
Flexible spending accounts for healthcare and dependent care expenses
Generous vacation policy


