Senior Investment Analyst, Absolute Return (located in NYC)

Lehigh University
New York City, New York (US)
Feb 27, 2018
Mar 29, 2018
Employment Type
Full Time

The Senior Investment Analyst will provide support to the Chief Investment Officer who oversees the day-to-day implementation and monitoring of the Endowment. The Investment Team is responsible for recommending asset allocation policy changes; selecting, monitoring and terminating investment managers; identifying investment opportunities; measuring performance of individual managers, asset categories, and the total portfolio; reporting performance to the Investment Subcommittee; and for meeting regularly with investment managers to review results, exposures and activity.

  1. Perform qualitative and quantitative analysis of the Endowment and existing investments
    • Monitor existing investment managers including performance, risk and exposures and news flow
    • Acquire information and reports needed to perform various analytics
    • Analyze data generated from various databases
    • Assist in preparing, editing and organizing material for meetings
    • Gather data and perform analysis necessary for periodic review of Endowment asset allocation policy
    • Expertise with hedge funds, credit and real estate
  2. Operate as an integral member of the Investment Office by supporting the CIO on the implementation of the Endowments strategy
    • Help track potential manager, investments and market trends
    • Assist in new manager and investment diligence by participating in calls and meetings, researching the opportunity set and doing comparative analysis
    • Contribute to research projects on different investment strategies, markets, countries and industries
    • Support team preparation of reports for weekly team meetings
  3. Professional development
    • Attend industry conferences and educational seminars
    • Continue to develop investment skills and positively contribute to the investment success and excess return of the endowment


  • This position is located in our New York City Office
  • Able to work occasional evenings, holidays or weekends
  1. Bachelor's Degree in Finance or related field; or equivalent combination of education and experience
  2. Relevant 5 to 8 years of work experience in the area of asset management
  3. Prior work experience at an endowment, foundation or family office
  4. Strong quantitative skills; excellent MS Excel skills
  5. Excellent organizational skills and ability to handle multiple tasks with accuracy and attention to detail
  6. Strong interpersonal skills to successfully interact with groups outside of the Investment Office
  7. Ability to communicate clearly and effectively both verbally and through written communication
  8. Strong work ethic and unquestionable ethical standard
  9. Successful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the position



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