Perform detailed analytical and statistical review of investment performance at the investment, manager, asset class and portfolio levels, with primary focus on non traditional investments; make recommendations regarding the propriety of such investments in accordance with institutional and/or departmental guidelines.
MinimumQualificationsEducationWork requires analytical skills generally acquired through completion of a bachelor's degree in Finance, Accounting, Economics, Management Science or a related quantitatively oriented field.
ExperienceWork requires the ability to analyze and evaluate investment performance generally acquired through one year of experience in the investment or a related field.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.
Work Performed- Perform detailed analytical and evaluative review of specific investments, historic market and portfolio performance; determine whether further consideration by senior management of Investment Committee is appropriate.
- Generate investment performance and asset allocation information in formats maximizing usefulness of data.
- Assist in analysis of contemplated modifications of investment policy and/or asset allocation; set forth data which support or refute the desirability of such recommendations.
- Coordinate the maintenance of manager/partnership performance database; compile 'fact sheets', reports and other data as needed.
- Coordinate the maintenance of internal files on managers, partnerships, or investment firms; ensure files are updated regularly.
- Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Knowledge, Skills and AbilitiesApply now and contribute to Duke University's investment analysis and decision-making through rigorous performance evaluation and data-driven insights.
Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $82,000.00 to USD $141,000.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.
Your total compensation goes beyond thedollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/
