Investment Analyst, 2-year Investment Analyst Program – Investment Office

Details

Posted: 13-Dec-23

Location: Pittsburgh, Pennsylvania

Type: Full-time

Salary: Open

Categories:

Staff/Administrative

Internal Number: 2020802

Carnegie Mellon University, located in Pittsburgh, Pennsylvania, is a global top-tier, private research university founded in 1900 by industrialist and philanthropist Andrew Carnegie. A birthplace of innovation throughout its greater than 120-year history, Carnegie Mellon is recognized for arts and technology programs, collaboration across disciplines, and leadership in educational excellence.

Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon’s $3.6 billion investment portfolio serves as a key strategic and growing asset to support the university’s research and education mission. Carnegie Mellon’s Investment Office manages the endowment portfolio and the university’s other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. As a leading research university, Carnegie Mellon has excellent access to the best investment opportunities and investment managers in the world. Carnegie Mellon has high expectations for its investment portfolio. The importance of our mission and the diversity of our activities foster a challenging, intellectually stimulating, and driven work environment that we balance with an inclusive and collaborative approach.

We are seeking a candidate to join our team as Investment Analyst for a 2-year program. The 2-Year Investment Analyst Program is designed to develop the analyst’s fundamental investment skills and competencies as a contributing member of an institutional investment office. Our investment analysts work closely with senior team members across investment functions including original and ongoing due diligence, quantitative and qualitative analysis, portfolio modeling, and decision-making. The Investment Analyst will gain exposure to a variety of asset classes, encompassing public and private markets globally, representing a unique learning and networking opportunity. The successful candidate will work on real-world projects and could significantly impact future performance of the endowment. Collaborating with Carnegie Mellon’s Chief Investment Officer and other team members, the Investment Analyst will play a key role in helping to manage the endowment. If you thrive in an engaging and challenging work environment, this 2-year program presents an exciting opportunity to build a strong foundation to support a career in investment management. After the initial 2-year term, the Investment Analyst may have the opportunity to remain and progress with the university, depending on performance and the staffing needs of the university.

The Investment Analyst’s responsibilities will include:

Core Responsibilities

• Lead the preparation of quarterly and ad hoc (as needed) Investment Committee presentations
• Monitor existing portfolio investments
• Support overall investment operations and maintain data integrity of investment manager database
• Provide analytical support for senior team members
• Assist with the due diligence of prospective investment opportunities

You must demonstrate:

• Impeccable professionalism, ethics, and integrity
• Strong work ethic
• Superior oral and written communication skills
• High degree of critical reasoning and business judgment
• Expert-level proficiency in Excel and PowerPoint
• Dedicated attention to detail
• Ability to problem solve and gather/analyze information efficiently
• Excellent interpersonal, listening, and communication skills
• Team player with the ability to handle multiple tasks with accuracy and attention to detail, and a keen sense for prioritizing and planning

Flexibility, excellence, and passion are vital qualities within the Investment Office. Inclusion, collaboration and cultural sensitivity are valued competencies at CMU. Therefore, we are in search of a team member who is able to effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work.

Qualifications:

• Education: Obtained or actively pursuing a bachelor’s degree in finance, accounting or related field required with an anticipated graduation date in Spring 2024.
• Experience: 1-2 years of related internship or work experience preferred, but not required.

Requirements:

• Satisfactory background check, including a credit check

Additional Information:

• This position will be based in Pittsburgh, PA and have the ability to work in a hybrid work arrangement of 3 days on campus/on-site with 2 days remote.
• Sponsorship: Applicants for this position must be currently legally authorized to work for CMU in the United States. CMU will not sponsor or take over sponsorship of an employment visa for this opportunity.

Joining the CMU team opens the door to an array of exceptional benefits, available to all full-time Carnegie Mellon University employees. Experience the full spectrum of advantages, from comprehensive medical, prescription, dental, and vision insurance to enticing retirement savings programs. Unlock your potential with tuition benefits, and take well-deserved breaks with generous paid time off and holidays. Rest easy knowing you are covered by life and accidental death and disability insurance. For a comprehensive overview of the benefits awaiting you, explore: https://www.cmu.edu/jobs/benefits-at-a-glance .

At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond just credentials, we consider the role & responsibilities, your invaluable work experience, and the knowledge gained through education and training. We acknowledge and appreciate your unique key skills and the diverse perspectives you bring. Our commitment to fostering an inclusive work environment means we also account for geographic differentials. Your journey with us is about more than just a job; it’s about finding the perfect fit for your professional growth and personal aspirations.

Are you interested in this exciting opportunity?! Apply today!

Location

Pittsburgh, PA

Job Function

Investment

Position Type

Staff – Fixed Term (Fixed Term)

Full Time/Part time

Full time

Pay Basis

Salary

More Information:

• Please visit “Why Carnegie Mellon ” to learn more about becoming part of an institution inspiring innovations that change the world.

• Click here to view a listing of employee benefits

• Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.

• Statement of Assurance