Investment Analyst

University of Virginia Investment Management

$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in finance, economics, math, data analysis, or engineering disciplines preferred.
  • 0 to 2 years of professional experience, particularly in investment-related roles.
  • Demonstrated passion for investing and global markets.
  • Willingness to travel domestically and internationally for investment evaluations and industry conferences.
  • Strong verbal and written communication skills with attention to detail.
  • Outstanding analytical skills, both quantitative and qualitative.
  • Resourceful and capable of working independently.

Responsibilities

  • Research global investment themes and conduct due diligence on external managers.
  • Perform quantitative analysis to assess current and prospective managers.
  • Engage in diligence meetings and travel onsite as needed for assessments.
  • Prepare and present investment recommendations to senior staff.
  • Contribute to internal investment committee meetings with independent insights.
  • Source, evaluate, and track new investment opportunities.
  • Monitor existing portfolio holdings against performance expectations.

Benefits

  • Opportunity to work in a collaborative, flat team structure.
  • Exposure to senior management and direct involvement in investment decision-making.
  • Chance to engage with global investment markets and themes.
  • Possibility for travel to various investment locations and conferences.
Full Job Description
Investment Analyst

Charlottesville, VA

Investment Analyst position is a unique opportunity to join a team of experienced investment professionals motivated to generate exceptional returns to further the mission of UVA.

Position Overview

Investment Analysts work as an integral member of a small, flat team, interfacing directly with senior management to research and evaluate investment opportunities.

Primary Responsibilities:
  • Work across the investment team to research global investment themes and conduct external manager due diligence in various asset classes
  • Conduct relevant quantitative analysis to evaluate current and prospective investment managers
  • Participate in diligence meetings with external investment managers, traveling onsite as needed
  • Prepare and present investment recommendations alongside senior staff
  • Attend internal investment committee meetings and contribute independent opinions
  • Source, evaluate, and track new investment opportunities
  • Analyze and monitor existing portfolio holdings and track versus expectations
  • Assess current opportunities and risks for various investment strategies across public and private markets
  • Complete special projects as directed by senior management

Skills and Qualifications

The ideal candidate will possess:
  • Undergraduate degree (degree in finance, economics, math, data/quantitative analysis, or engineering disciplines preferred) and excellent academic credentials
  • 0 to 2 years professional experience, investment related work preferred
  • Demonstrated passion for investing and global markets with a high level of curiosity
  • Willingness to travel both domestically and internationally to evaluate investment opportunities and attend industry conferences
  • Effective verbal and written communication skills and strong attention to detail
  • Outstanding quantitative and qualitative analytical skills
  • Willingness to work collaboratively as part of a team
  • High level of professionalism and integrity
  • Ability to be resourceful and work independently

Please note that this position is based in-office in Charlottesville, VA.

The salary range listed reflects the expected base salary for this position at the time of posting. Individual compensation will be based on factors such as relevant experience, education, skills, qualifications, and other job-related considerations.

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