Senior Investment Analyst

• →Participates in manager meetings and investment discussions; reviews manager reports, correspondence, quantitative data, and risk information to assess performance, strategy, fit, and potential areas for follow-up.
• →Prepares data-driven investment memos, recommendations, presentation exhibits, and related materials by synthesizing qualitative and quantitative information for review by senior investment staff.
• →Leads or contributes to project-based work, including liquidity analysis, fee and term assessments, portfolio company metrics, exposure reviews, and topical analyses; may coordinate small workstreams or provide guidance to junior staff.
• →Maintains thorough qualitative and quantitative records related to investments, including meeting notes, diligence materials, follow-up items, and documentation that supports ongoing monitoring and institutional knowledge.
• →Collaborates with colleagues across asset classes and functions to exchange best practices, refine underwriting and reporting processes, resolve routine issues, and support consistent investment decision-making.
• →Builds knowledge of institutional investment practices by engaging with managers, peers, and market participants to stay informed on market trends and identify potential investment opportunities.
• →Conducts investment analysis with increasing independence to support portfolio decisions for the University’s diversified global portfolio, applying established analytical frameworks and escalating complex issues as appropriate.
• →Supports key facets of the investment process, including research, analysis, selection, monitoring, and ongoing due diligence of external investment managers within assigned asset class. 
• →Performs other related work as needed.

• Work towards a CFA designation.

• Coursework in finance, economics or accounting.

• Proficient with Bloomberg, Cambridge Associates data and benchmarking processes.
• Proficient with data analytics. 
• Advanced proficiency in Excel and Microsoft Office products.
• Quickly learn and adapt to new software programs utilized by the Investment Office. 

• Exceptional analytical abilities, with a talent for interpreting complex data and collaborating with senior team members to improve analytical frameworks and uncover unique insights. 
• Excellent writing skills to draft clear and concise investment previews, memos, and meeting notes. Distill relevant facts, identify key themes or concerns, draw conclusions, and outline actionable next steps. 
• Strong verbal communication skills to effectively engage with team members, external partners, and the broader Investment Office. Comfortable switching between detailed analysis and high-level perspectives as needed. 
• Superior organizational skills, with the capacity to manage work independently, coordinate workflows, and meet deadlines in a dynamic, fast-paced environment with shifting priorities. 
• Exemplary work ethic, demonstrating enthusiasm for a high-volume, fast-paced investment environment. 
• Genuine interest in portfolio management and institutional investing, with intellectual curiosity and a continual desire to deepen understanding of investment processes, capital markets, decision-making, and economics.
• Function both independently and as an effective team member. 
• Unwavering professionalism to handle sensitive information discreetly, and interact with high-profile individuals while exercising sound judgment and maintaining confidentiality.

• Office setting Monday-Thursday; remote option on Friday.
• Some US travel.

• Resume/CV (required)
• Cover Letter (required)

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FLSA Status

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Pay Range

The included pay rate or range represents the University’s good faith estimate of the possible compensation offer for this role at the time of posting.

The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.

Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.

All offers of employment are contingent upon a background check that includes a review of conviction history.  A conviction does not automatically preclude University employment.  Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.

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