Portfolio Analyst, Inflation Sensitive and Diversifying
Department Investment Inflation Sensitive and Diversifying About the Department The Office of Investments manages and grows the University of Chicago’s endowment to advance UChicago’s mission of academic excellence and inquiry. Guided by the Board of Trustees Investment Committee, we actively steward one of the nation’s largest private university endowments. Emphasizing innovation and proactive sourcing, we continually seek out exceptional investment opportunities to maximize the long-term value of the endowment and support the University’s future. Job Summary The Office of Investments is seeking an Analyst to join our collaborative investment team, working alongside portfolio managers and fellow analysts who value intellectual curiosity and teamwork. Under the guidance of senior managers, the Analyst will contribute to the evaluation of new investment managers, as well as monitor and analyze manager performance. This role offers the unique opportunity to engage with leading investors globally and make a direct impact on the financial strength of the University, supporting UChicago’s mission for generations to come. We welcome early-career professionals (0–4 years of experience) with a strong work ethic, analytical mindset, and exceptional written and verbal communication skills. Team orientation, critical thinking, and intellectual curiosity are highly valued. For Analysts interested in further education, the University provides financial support for pursuing an MBA at the Booth School of Business and the CFA Charterholder designation. This position offers the option to work remotely on Fridays, except when required on-site for manager meetings.
Responsibilities
Assists the portfolio team under the direct supervision of the Managing Director in conducting investment analysis to inform decisions for our diversified global portfolio. Supports the sourcing, research, analysis, and ongoing due diligence of external investment managers. Responsibilities include meeting with managers, conducting quantitative and risk analysis, reviewing manager reports and correspondence, and engaging in investment discussions with the team. Prepares data-driven investment memos and recommendations for prospective portfolio investments. Contributes to project-based work, including liquidity analysis, fee and term assessments, portfolio company metrics, and exposure reviews. Documents meeting notes and maintains thorough qualitative and quantitative records related to investments. Networks with institutional peers and managers to stay abreast of market trends and identify potential investment opportunities. Collaborates with team members across asset classes to exchange best practices, refine underwriting and reporting processes, and conduct topical analyses. Partners with colleagues in Risk and Investment Operations teams to resolve issues promptly and efficiently. Prepares presentation exhibits for the management team. Supports some facets of the investment process, including the selection and monitoring of external investment specialists across asset classes. Assists with sourcing and due diligence of potential new investments and performs industry analysis to determine investment attractiveness of various investment strategies. Performs other related work as needed.
Minimum Qualifications
Education: Minimum requirements include a college or university degree in related field. Work Experience: Minimum requirements include knowledge and skills developed through Apply tot his job Apply To this Job