Rockefeller University Analyst, Investments in New York, New York
Job Title Analyst, Investments
Laboratory / Department Investments
The Office of Investments oversees a multi-billion dollar endowment, broadly diversified across a range of asset classes. The primary role of the endowment is to advance the research mission of the University through support of the annual operating budget. Endowment assets are invested in public securities, including U.S. and non-U.S. equity and fixed income securities, and private investments including private equity, venture capital and real assets. The assets are invested by external investment managers through separate accounts or commingled vehicles, including funds, trusts and limited partnerships. In addition to overseeing the endowment, the Office of Investments plays an active role in planning and executing the University's external capital program including debt financings and interest rate swaps, and in maintaining the University's rating agency relationships. The University is rated Aa1/AA+ by Moody's and Standard and Poor's.
The Investment Analyst or Associate will be involved in all steps of the investment review and decision-making process. The Investment Analyst or Associate will be responsible for supporting the Office of Investments in a broad range of activities, such as assisting in the active monitoring of the portfolio across public and private markets, including exposure, pacing, and performance analyses, as well as attending and participating in internal research and investment committee discussions. Will participate in meetings with investment managers, take detailed notes and prepare summaries, assist with manager due diligence, including attribution and comparison analyses, and assist in the preparation of investment recommendations to present to the Investment Committee. Will perform ad hoc analyses of the portfolio, individual managers, markets, thematic areas of interest, and co-investment opportunities. Will assist in preparing, editing, and organizing materials (including performance reports and investment research memos) and summary reports on a monthly/quarterly/annual and/or ad-hoc basis for both the investment team and the investment committee. Will review key documents such as manager letters, annual meeting materials, capital calls, distributions, tax reports, and legal documents. Will contribute to research projects on different investment strategies, markets, geographies, and industries. Will work closely with the investment team to track and maintain a pipeline of opportunities across asset classes.
Bachelor's Degree required; Master's degree preferred. Must have an intellectual curiosity with a strong interest in financial markets and investments. Excellent analytical skills and quantitative skills required. Strong verbal and written communications skills required. Must be able to juggle multiple projects simultaneously and respond to changing priorities. Strong work ethic with the ability to complete assignments independently is a must. Excellent Microsoft Suite skills (Excel and PowerPoint essential) required. Must be willing to learn various database software and be driven to succeed.
This job requires that employees be fully vaccinated against COVID-19 as a condition of employment. Rockefeller University provides reasonable accommodations where legally required including accommodations for medical conditions and sincerely held religious beliefs.
The Rockefeller University is an Equal Opportunity Employer - Minorities/Women/Disabled/Veterans