Analyst, Private Equity

DepartmentInvestment Private EquityAbout The DepartmentThe Office of Investments is committed to protecting and growing the University of Chicago’s endowment assets to support UChicago’s mission of inquiry and academic excellence. Our office invests the University’s endowment while operating under the guidance of the University’s Board of Trustees Investment Committee.The University of Chicago’s endowment pool is one of the 20 largest private university endowments in the United States. We thrive on innovation and active sourcing of investment opportunities. We believe superior investment opportunities rarely find us, instead we seek them out.Job SummaryThe Investment Office is seeking an Analyst to become an active member of our investment team, a group of portfolio managers and fellow analysts who value teamwork, intellectual curiosity, and collaboration. Under the direct supervision of senior managers, the Analyst will perform a wide range of activities to support the team’s efforts in identifying and screening new investment managers and monitoring and benchmarking analysis of managers’ performance. The Analyst will have the opportunity to meet with leading investors from around the world, and their work will directly impact the financial foundation of the institution, ensuring continuation of the University of Chicago’s mission for current and future generations.This unique opportunity is for applicants who have demonstrated 0-4 years of exemplary work ethic. Beyond a bachelor’s degree, we are seeking team-oriented professionals that possess strong analytical, writing, verbal communication, and organizational skills. Intellectual curiosity and critical thinking are of utmost importance. For Analysts pursuing advanced education, the University offers financial support for an MBA at the Booth School of Business and a CFA Charterholder designation. This position has the ability to work remotely on Thursdays and Fridays, unless needed in the office for on-site manager visits.Responsibilities• Under direct supervision of the managing director of the Private Equity portfolio, assists the team in investment analysis to drive decisions in our diversified global portfolio.• Supports the team in sourcing, researching, analysis, and ongoing due diligence of external investment managers. This includes meeting with managers, conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, attending annual meetings, and debating investment theses with the team.• Prepares data-driven investment memos recommending compelling investments for our portfolios.• Researches, prepares, and writes memos and presentations that explore market trends, evaluate specific risks, and formulate views and recommendations related to enhancing returns across the portfolios over the long term.• Assists with other project-related work including topics such as liquidity analysis, fee/term analysis, portfolio company metrics, and portfolio exposures.• Writes meeting notes and tracks documents and other qualitative and quantitative information related to our investments.• Networks with institutional peers and managers to stay informed about investment trends and discovers compelling investment opportunities.• Collaborates with team members in other asset classes to share best practices, refines underwriting and reporting processes, and conducts topical analysis.• Interfaces with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.• Interacts with multiple constituencies across the University as well as external partners and audiences. Represents the University at meetings with managers, peers, and at industry events.• Prepares exhibits for use in presentations to the management team and Investment Committee.• Focuses on a primary asset class, gaining exposure to various asset classes through a scheduled analyst rotation.• Assists with sourcing and due diligence of potential new investments and performs industry analysis to determine investment attractiveness of various investment strategies.• Performs other related work as needed.Education:Minimum QualificationsMinimum requirements include a college or university degree in related field.• Work Experience:Minimum requirements include knowledge and skills developed through < 2 years of work experience in a related job discipline.• Certifications:Preferred QualificationsEducation:• Coursework in finance, economics or accounting.Certifications:• Work towards a CFA designation.Technical Skills Or Knowledge:• Bloomberg, Cambridge Associates data and benchmarking processes.• Skilled in data analytics.• Software programs such as AirTable and Tableau.• Advanced Excel skills and proficiency in Microsoft Office products.• Learn various software programs used by the Investment Office.Preferred Competencies• Strong analytical skills, including the ability to grasp complex data problems and collaborate with senior team members to enhance analytical frameworks to identify unique insights.• Strong writing skills. Drafts investment previews and memos. Identify and distill relevant facts and present them in a concise manner. Record meeting notes, identify themes/concerns, draw conclusions, and identify next steps.• Strong verbal communication skills. Communicate effectively with the team, external constituents, and the broader Investment Office. At times, the Analyst will be tasked with being in the weeds, and at other times, looking at the bigger picture. Adept at moving between these two perspectives.• Strong organizational skills. Operate with a great deal of autonomy and manage work processes, communicate work flows, and ensure deadlines are met, often in an environment with changing priorities.• Exemplary work ethic. The Investment Office is fast-paced and the team processes a considerable volume of activity. Enjoy and embrace this type of work culture.• An interest in portfolio management and institutional investing. Curiosity and a continuous desire to expand their knowledge of the investment process, capital markets, decision-making, and economics.• Function effectively as a team member and work independently as needed.• Thorough professionalism. Exposure to confidential information and high-profile individuals. Maintain strict confidentiality and exercise sound judgement.Working Conditions• Office setting Monday-Wednesday; remote optionality Thursday and Friday.• Some US travel.Application Documents• Resume/CV (required)• Cover Letter (required)When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.Job FamilyFinancial ManagementRole ImpactIndividual ContributorFLSA StatusExemptPay FrequencyMonthlyScheduled Weekly Hours37.5Benefits EligibleYesDrug Test RequiredNoHealth Screen RequiredNoMotor Vehicle Record Inquiry RequiredNoPosting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, 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.Staff 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.We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.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.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.