Investment Analyst Intermediate

A cover letter is required for consideration for the this position and should be attached as the first page of your resume.  The cover letter should address your specific interest in the position and outline your skills and experience that directly relate to this position.  Transcripts and references are also required.

The University of Michigan Investment Office is looking for an intellectually curious and collaborative person with a desire to succeed to become a member of its accomplished investment team for a two-year tenure as an Investment Analyst. 

• Prepare investment reports on performance, asset allocation, and risk characteristics of portfolios
• Conduct investment research as directed
• Assist the team with manager due diligence, including initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis and qualitative due diligence; and participating in internal discussions that lead to an investment recommendation
• Provide support for monitoring managers, performance analysis, staffing, and compliance with guidelines
• Liaison with consultants and custodian bank staff, as needed
• Support coordinated work between the investment and operations teams
• Identify and resolve standard investment accounting, performance measurement, and compliance issues
• Initiate fund transfers and monitor fund additions, withdrawals, and distributions, as directed
• Some travel may be required

Bachelor's degree; an understanding of and interest in investing; strong quantitative, written, and verbal skills; a proven ability to create and use complex financial models, including spreadsheets; a demonstrated attention to detail and a collaborative work style. An analytical skills test (up to 2 hours allowed) will be required as part of the interview process.

Exposure to investment analysis

The University of Michigan is an equal opportunity/affirmative action employer.