The Investment Analyst will provide analytical support for all investment functions related to the strategic and tactical oversight of Case Western Reserve’s $2.0 billion of endowment assets and also defined-benefit (DB) and defined-contribution (DC) pension assets. The investment analyst position will report to the Chief Investment Officer and work under the close supervision of the Investment Directors.
The endowment is the university’s bellwether portfolio and holds investments in a diversified portfolio of public equity and fixed income, private equity and venture capital, hedge funds, private real estate, timberland, commodities, and natural resources, as well as derivatives used for adding and reducing exposures to achieve target asset and risk allocations.
The Office of Investments team of investment professionals is led by the chief investment officer. The group’s objective is to create risk-adjusted investment returns for the endowment that support a consistent annual spending distribution to the university, outpace inflation, outperform benchmarks and peers, and support intergenerational equity. The staff is responsible for modeling asset and risk allocation, sourcing investments, performing due diligence, and allocating capital to external managers and direct investments. The portfolio is diversified by liquidity and geography, as well as by asset class.
- Responsible for analysis, modeling and decision support for endowment and pension portfolios invested globally across all asset classes via externally managed funds. This includes support for macro-level decisions such as strategic asset and risk allocations and asset-class-level decisions on individual investment funds and exposures. (25%)
- Conduct extensive research, interpret and analyze investments in all asset classes for endowment, DB and DC pension assets, to support hiring/ termination of external managers. (20%)
- Assist the directors with ongoing oversight of funds and managers as assigned, including attendance at investor meetings and preparation of meeting and due diligence notes. (20%)
- Provide back-up for operations functions such as performance calculations and capital call/distribution transactions. (10%)
- Create and compile quarterly reports and meeting materials for Investment Committee of the Board of Trustees. (5%)
- Build and maintain internal databases utilized by the investment team to track investment manager analytics and performance. (5%)
- Assist with all material, reports and data requests related to university’s annual financial audit. (5%)
- Research and remain current with global financial markets, as well as economic and political news/trends in established and emerging markets. (5%)
- Assist with the ongoing work and special projects of the Office of Investments as assigned. (2%)
- Develop and utilize a solid professional network of other leading institutional investors. (2%)
- Promote the academic reputation of Case Western Reserve University and the investment reputation of its endowment through all professional and community activities. (1%)
Department: Frequent contact with supervisor and staff in the Offices of Investments, Treasurer, and Controller.
University: Regular contact with staff within the Offices of Treasurer and Controller.
External: Regular or occasional contact with investment fund managers, custodian banks, auditors, and industry colleagues and counterparts.
Students: Little to no contact with students.
No direct supervision.
Experience: 0 to 3 years of relevant work experience.
Education: Bachelor’s degree required, (finance/accounting, economics, mathematics preferred). Strong academic performance desired.
- Competency with financial applications (Excel, Word, PowerPoint, Access, Bloomberg, etc.)
- Superior oral and written skills, can communicate analysis effectively. Ability to interact with colleagues, supervisors, and customers face to face.
- Collaborative team member with intellectual curiosity for investment management with attention to detail and ability to multitask.
- Conduct qualitative and quantitative analysis as it pertains to evaluating an investment manager
- Self-starter who has a passion for investing.
- Ability to meet consistent attendance.
General office environment with occasional traveling up to 10 to 15 percent of time, including overnight stays.
In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.
Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.
COVID VACCINATION POLICY
Case Western Reserve University has implemented a COVID Vaccination policy requiring evidence of COVID-19 vaccination for all students, faculty and staff with an on-campus presence. Religious and medical exemptions may be provided in accordance with applicable federal and state laws. For more information go to: https://case.edu/equity/covid-19-accommodations. Applicants may contact the Office of Equity at 216-368-3066 /firstname.lastname@example.org for information regarding religious or medical exemptions as an accommodation.
We invite interested, qualified applicants to browse our website at jobs.case.edu for job ID 9346.
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