Job Overview
Manage and analyze investment opportunities. This role may be hired at a level 1, level 2, or Senior level dependent on candidate experience.



This role is not eligible for sponsorship.

Essential Functions
Manage flow of investment opportunities: screen and track investment opportunities including hedge funds, private equity funds, real estate funds, traditional long-only equity and fixed income funds, and separately-managed accounts.
Monitor existing portfolio: conduct qualitative and quantitative analyses of the endowment portfolio, including analyses of current portfolio allocations, historical return patterns, current managers' underlying portfolios, etc.
Analyze investment performance: calculate and analyze investment performance of the primary endowment portfolio, underlying portfolios, and individual managers relative to benchmarks, peers, and absolute return targets.
Execute investments: assume leadership role in executing new investments, transitions, rebalancing. Oversee legal process, including coordinating with outside legal counsel, inside legal counsel, and the investment team. Oversee investment administration including wire transfers, execution of subscription documents, cash management, decision documentation, etc.
Manage financial market monitoring tools: create and maintain tools for monitoring financial market movements, valuations, capital flows, etc.
Prepare reports for investment team, clients and constituencies.
Perform related duties based on departmental need. This job description can be changed at any time.
Required Education
Level 1

Bachelor’s Degree


Level 2

Bachelor’s Degree


Senior

Bachelor’s Degree


Required Experience
Level 1

None


Level 2

Two (2) years of experience in managing or analyzing investments.


Senior

Five (5) years of experience in managing or analyzing investments.
Additional Qualifications Considered
Progress toward the CFA designation.

Physical Requirements/Work Environment
Office environment/no specific unusual physical or environmental demands.
Compensation and Benefits

UC offers a wide array of complementary and affordable benefit options, to meet the financial, educational, health, and wellness needs of you and your family. Eligibility varies by position and FTE.

Competitive base salary + eligibility for variable compensation plan (up to 35% of base).
Comprehensive insurance plans including medical, dental, vision, and prescription coverage.
Flexible spending accounts and an award-winning employee wellness program, plus an employee assistance program.
Financial security via our life and long-term disability insurance, accident and illness insurance, and retirement savings plans.
Generous paid time off work options including vacation, sick leave, annual holidays, and winter season days in addition to paid parental leave.
Tuition remission is available for employees and their eligible dependents.
Enjoy discounts for on and off-campus activities and services.