Helps develop and implement a long-term global investment strategy for the endowment pool.
Manages diversification of the overall endowment portfolio by asset class, partnerships, manager style, industry, vintage year, life cycle, and geography. Forecasts allocations based on investment activity and helps direct pace of future investing.
Responsible, with the Managing Director, for portfolio management, manager selection due diligence, and ongoing monitoring of the Universityâ™s investments outside the main endowment pool, such as defined benefit pension plans, 403(b) defined contribution plan, and University of Chicago Medicine investments.
Prepares and delivers verbal and written presentations to the CIO, Managing Director, and internal committees, and reviews and confirms the work completed by others.
Assists in building the teamâ™s reputation for professional excellence and credibility, both inside the University of Chicago and throughout the investment management community.
Works mostly independently to develop the Investment Policy Statement to achieve the University's goals. Collaborates with asset class specialists and risk management team to develop overall goals and strategy for the University investment funds. Tailors the strategy to the appropriate risk tolerance and liquidity needs for the University endowment and other investment funds.
Uses a deep understanding of financial management to assess all asset classes and investments to provide a unique overall perspective across the staff's investment strategies.
Performs other related work as needed.
MBA or advanced degree in finance, economics, or related field.
Experience constructing asset allocation strategies across a broad portfolio managed by a team.
Experience investing globally across multiple asset classes.
Chartered Financial Analyst (CFA) designation.
Technical Skills or Knowledge:
Strong analytical skills and a proven track record of incorporating quantitative and qualitative inputs; the ability to think strategically, analyze critically, and to synthesize and effectively communicate complex strategies.
Proficiency in Excel and PowerPoint, as well as experience with multiple data sources and software packages such Morningstar Direct, Bloomberg, FRED, Ned Davis Research, etc.
A strong understanding of global capital markets history and how it impacts current and future investment opportunities.
A proven relationship builder with a strong network in the institutional investor community.
Constructively challenging, skillfully diplomatic, and to respectfully debate.
Identify and manage risk within a portfolio.
Excellent judgement, high integrity and personal values consistent the values articulated by the University of Chicagoâ™s leadership.
An energetic, hardworking individual with a proven track record as a collaborator.
A high level of intellectual curiosity.
A team player who is easy to get along with and is comfortable working across teams.
An interest in supporting the work of a university endowment.
Willing and able to travel domestically and internationally as needed.
Cover Letter (required)
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