Investment Analyst - Emory Investment Management

Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.

JOB DESCRIPTION:

• Maintains a general knowledge of the endowment's portfolio performance and asset allocation.
• Keeps abreast of each manager within the assigned asset class, their holdings (sector, country, concentration), guidelines and benchmarks, and industry/portfolio events, trends, and drivers for each manager within an asset class.
• Analyzes market, asset classes, and manager performance data on a monthly, quarterly, and year-to-date basis and reports to team.
• Gathers attribution characteristics, develops quarterly Capital Markets overview, summarizes manager commentary and personal observations, and prepares and presents Ibbotson charts for assigned asset classes.
• Develops quarterly charts for domestic and international market performance metrics.
• Determines and presents highlights of major changes/drivers of performance.
• Prepares for, schedules and develops agendas for meetings with current Investment Managers.
• Summarizes performance, identifies areas of risk or concern and conducts due diligence on prospective Investment Managers.
• Attends industry and client conferences.
• Regularly reviews managers' reports and press reviews.
• Tracks organizational changes for each firm.

MINIMUM QUALIFICATIONS:

• Bachelor's degree in Finance, Economics or Accounting required.
• Excellent financial modeling skills required, professional financial or investment related experience desired.
• Pursuit of advanced degree or CFA designation is encouraged.

NOTE: Position tasks are generally required to be performed in-person at an Emory University location. Remote work from home day options may be granted at department discretion. Emory reserves the right to change remote work status with notice to employee.

Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.

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