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Investment Analyst

Rockefeller University - New York, NY
Published
August 14, 2022
Location
New York, New York
Category
Job Type
City
New York
State
  • New York

Description

The Office of Investments oversees a multi-billion dollar endowment, broadly diversified across a range of asset classes. The primary role of the endowment is to advance the research mission of the University through support of the annual operating budget. Endowment assets are invested in public securities, including U.S. and non-U.S. equity and fixed income securities, and private investments, including private equity, venture capital, and real assets. External investment managers invest the assets through separate accounts or commingled vehicles, including funds, trusts, and limited partnerships. In addition to overseeing the endowment, the Office of Investments plays an active role in planning and executing the University's external capital program, including debt financings and interest rate swaps, and in maintaining the University's rating agency relationships. The University is rated Aa1/AA+ by Moody's and Standard and Poor's.

Responsibilities for the role include but are not limited to the following:

The Investment Analyst will be involved in all investment review and decision-making steps. The Investment Analyst will be responsible for supporting the Office of Investments in a broad range of activities, such as assisting in the active monitoring of the portfolio across public and private markets, including exposure, pacing, and performance analyses, as well as attending and participating in internal research and investment committee discussions. Will participate in meetings with investment managers, take detailed notes and prepare summaries, assist with manager due diligence, including attribution and comparison analyses, and assist in the preparation of investment recommendations to present to the Investment Committee. Will perform ad hoc analyses of the portfolio, individual managers, markets, thematic areas of interest, and co-investment opportunities. Will assist in preparing, editing, and organizing materials (including performance reports and investment research memos) and summary reports on a monthly/quarterly/annual, and/or ad-hoc basis for both the investment team and the investment committee. Will review key documents such as manager letters, annual meeting materials, capital calls, distributions, tax reports, and legal documents. Will contribute to research projects on different investment strategies, markets, geographies, and industries. Will work closely with the investment team to track and maintain a pipeline of opportunities across asset classes.

Who You Are

  • Bachelor's Degree required
  • Must have an intellectual curiosity with a strong interest in financial markets and investments
  • Excellent analytical skills and quantitative skills
  • Strong verbal and written communications skills
  • Must be able to juggle multiple projects simultaneously and respond to changing priorities
  • Strong work ethic with the ability to complete assignments independently
  • Excellent Microsoft Suite skills (Excel and PowerPoint essential)
  • Must be willing to learn various database software and be driven to succeed

 

Even Better If You Have

  • Master's Degree preferred

 

How to Apply

We are a scientifically rigorous, strategically focused, creatively balanced group built for the future and offer a competitive salary, comprehensive benefits, and a collaborative work environment.

To submit an application for consideration, click on the link HERE (Job: IRC28269)

This job requires employees to be fully vaccinated against COVID-19 as a condition of employment. Rockefeller University provides reasonable accommodations where legally required including accommodations for medical conditions and sincerely held religious beliefs.

Rockefeller University is an Equal Opportunity Employer - Minorities/Women/Disabled/Veterans

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