Senior Investment Analyst
Posted Date: 22 hours ago(3/1/2018 9:40 AM)
Number of Openings: 1
Closing Date: Open until Filled
Type of Search: Staff
Who May Apply: This position is open to all qualified applicants.
Position Number: 300057
Campus: St. Paul
Department/Unit: Treasury Office
FLSA Status: Exempt/Salaried
Employment Type: Full-Time Staff
Benefits Eligible: Yes


The University of St. Thomas invites qualified candidates to apply for a Senior Investment Analyst within the Treasury Office.

Inspired by Catholic intellectual tradition, the University of St. Thomas educates students to be morally responsible leaders who think critically, act wisely, and work skillfully to advance the common good. A successful candidate will possess a commitment to the ideals of this mission statement.

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The University of St. Thomas offers a competitive and comprehensive benefits program, which includes:

  • Up to 100% tuition remission for employees, spouses, and dependents upon eligibility

  • A generous Employer retirement contribution of 9.4% of annual salary upon eligibility

  • Medical, dental, and vision options

  • Employer-paid disability, life, and AD&D benefits

Job Summary

The Senior Investment Analyst position will be a key position within the University of St. Thomas' three-person Treasury Office focused primarily on supporting the investment activities of the endowment fund. This position will be a generalist position with responsibilities across both liquid and illiquid strategies employed within the endowment. Primary responsibilities include managing existing investment relationships across all asset classes, coordinating with the University's investment consultant on manager due diligence, sourcing of new investment managers and ideas, portfolio strategy and research efforts.

Candidates for consideration should be motivated self-starters possessing the following:

  • A passion for learning and investing

  • Strong interpersonal skills and ability to network and develop relationships

  • Strong analytical skills with a dedication to producing work of the highest quality and accuracy

  • Honesty, integrity and a sense of financial stewardship

  • Essential Functions

  • Manage existing investment relationships across all asset classes including reviewing materials on a quarterly basis, participating in periodic update calls and attending in-person meetings and/or annual meetings.

  • Lead research projects on various asset classes, investment strategies and/or thematic investment opportunities.

  • Manage the futures overlay positions of the endowment portfolio.

  • Cultivate networks and relationships across the industry to improve investment manager sourcing and stay informed of key trends and best practices.

  • Work with investment consultant on new manager due diligence.

  • Manage external vendor relationships including the university's custodial bank, overlay manager and various databases.

  • Assist in the preparation of Investment Committee materials along with the university's CIO and investment consultant.

  • Provide operational backup for the endowment including but not limited to monthly performance reporting using the software Backstop, and ensuring capital calls and distributions are processed.

  • Provide treasury management backup including daily cash reconciliation, money market transfers and processing of ACH and wire transfers.

  • Assist in the management of the university's long-term debt and annual debt compliance.

  • The Senior Investment Analyst position reports to the Chief Treasury and Investment Officer and works collaboratively with individuals in accounting and development.

  • Qualifications

    Minimum Qualifications

  • Bachelor's degree in finance, economics or a related discipline

  • Five (5) years investment experience preferably with an endowment, foundation or pension plan. Consideration will also be given to candidates who have experience with firms involved in investment research, consulting and/or asset allocation.

  • Preferred Qualifications

  • A CFA is strongly desired. Other degrees and/or certifications viewed favorably include CAIA, FRM, MBA and/or other advanced degree in finance or related disciplines.

  • Experience with Backstop

  • The ideal candidates will possess the following characteristics/traits:

  • A passion for investing with a high-quality investment acumen and judgement.

  • Ability to effectively develop relationships and credibility within the institutional asset management community.

  • Detail oriented, highly analytical with a curious and investigative approach to diligence and problem solving.

  • Strong verbal and written communication skills with the ability to articulate and persuasively state and support a thesis within a collaborative culture.

  • Desire for a less-structured, generalist role.

  • Strong project management skills and ability to meet strict deadlines.

  • Strong Microsoft Excel skills and expertise in data and information management systems and processes, preferably with Backstop or a similar risk and performance management system.

  • Must be eligible to work in the United States.

  • Willingness to travel domestically and abroad, approximately 10-15%.

  • The University of St. Thomas is an Equal Opportunity Employer

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    Senior Investment Analyst - Position Number: 300057 Located At Mn, Minneapolis - Job Post By: University Of St. Thomas

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