Investment Analyst - Lynchburg, United States - Liberty University

Description

The Investment Analyst will support Liberty University's Chief Investment Officer and the investment team in the management of Liberty's endowment assets. The analyst will develop generalist skills across multiple asset classes including Public Equity, Fixed Income, Real Estate and Alternatives, by supporting multiple portfolio management activities such as investment research, investment reporting, performance measurement, special projects and analyses.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

The Investment Analyst will be expected to support LU's investment program through the implementation and execution of the investment strategy within legal and policy guidelines while performing other tasks, as assigned. These include but are not limited to the following:

• Conduct qualitative research and quantitative analysis supporting the investment program.
• Assist in onboarding and maintaining custodian system, portfolio management software and data management systems keeping investment record accurate and up to date.
• Attend and participate in fund manager meetings and record meeting notes, with increasing ability to ask thoughtful questions.
• Assist senior team members in sourcing and evaluating prospect fund managers, including downloading data room and storing/updating data properly, preparing diligence notes, and learning to analyze investment strategy, process, organization, portfolio positions, competitive landscape and track record.
• Assist in the preparation of presentation materials for stakeholders such as Investment Committee
• Assist in onboarding and maintaining custodian system, portfolio management software and data management systems.
• Utilize multiple sources to aggregate portfolio data an index data to design portfolio exposure report
• Assist senior team members in researching industry/sectors to form investment thesis
• Work closely with custodian bank in month end closing and reconciliation, and prepare customized performance report for the investment team
• Assist in monitoring existing investments including categorizing/storing/reviewing quarterly letters, manager correspondence and support the senior team in preparing quarterly performance analysis
• Prepare subscription documents and coordinate LPA reviews
• Monitor capital calls and distributions and provide monthly cash flow update
• Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations.
• Work effectively with other university departments such as the accounting and legal office.
• Assist with information requests from financial auditors, legislative and regulatory agencies, and others.
• Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations.

Qualifications and Credentials

• Bachelor's degree in economics, finance, business related, mathematics or computer science.
• Some level of knowledge in portfolio management, various asset classes
• Have the aspiration to complete CFA
• Intellectual capacity for learning multi-disciplinary subjects
• Attention to details and well-organized in required tasks
• Resourceful and self-motivated, can complete projects without too much supervision
• Ability to work independently and work in a team environment
• Ability to incorporate qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance.
• Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear and logical manner
• Independent thinking
• Self-motivated and directed, possessing an ability to motivate others.
• The highest level of integrity, honesty, and sense of fiduciary duty
• Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
• Individual must not be in default on any federal student or parent loan.
• Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR b)(18)(i))

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB
Communication and Comprehension

• Ability to effectively communicate both verbally and in writing to convey clear, well-articulated information.
• Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.
• Possess public communication skills that allow professional representation of Liberty University to a variety of business and community customers and associates.
• Display self-motivation and multi-tasking skills.
• Possess excellent listening and discerning skills
• Strong organizational skills
• Excellent computer skills

Problem Solving

• Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Physical and Sensory Abilities

• Frequently required to sit for extended periods of time to perform deskwork or type on a keyboard.
• Regularly required to hear and speak in order to effectively communicate orally.
• Occasionally required to stand, walk, and climb stairs to move about the building.
• Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business.
• Regularly lift 10 or fewer pounds

WORKING CONDITIONS
Work Environment

The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting. It is well lighted and the noise level is moderate.
Driving Requirements

Use of one's personal vehicle is required for travel in the performance of the essential functions of this position. Proof of a valid driver's license, an acceptable DMV record, and liability insurance is required.