The Rockefeller University seeks an Associate, Investments to join Investments. The Investment Associate is responsible for supporting the Office of Investments in a broad range of activities, including:Evaluating and monitoring a broad range of fund managers including traditional equity and fixed-income funds, hedge funds, and private investments.Involvement in all steps of the investment review and decision-making process. Preparing written recommendations and presentations following rigorous investment and operational due diligence to the internal staff and to Investment Committee.Contributing to the ongoing refinement of strategic and tactical asset allocation framework and implementation of public and private portfolios, including exposure and risk analysis.Assistance in the preparation of monthly, quarterly, and annual performance reports for Investment Committee and Board of Trustees meetings. Coordinating with the University's Finance department, custodian, and external consultant for completion of annual audit as well as assisting with stock sales and reconciliation of cash flows.Completion of annual surveys and other external requests for information.Ensuring and maintaining proper documentation of pipeline of investment opportunities, Investment Committee minutes, meeting notes, and legal documentation for institutional memory.Representing the University at conferences, meetings, and the investment community at large.Help to mentor and manage those in the Investment Analyst program by working with them on various projects.
Bachelor's degree and four to seven years investment management, capital markets, or other relevant experience required; MBA and/or CFA preferred. A minimum of two years of investment experience at an endowment, foundation, family office, or investment consulting firm is preferred. Must have experience sourcing high-quality investment managers and participating in a rigorous due diligence process. Demonstrated ability to build and maintain professional relationship networks required. Must have enthusiasm for and a keen interest in investments, endowment management, and advancing the University's research mission. Must have excellent analytical skills, an understanding of statistics and financial derivatives, a willingness and ability to juggle numerous projects simultaneously and respond to changing priorities, and the ability to complete assignments independently and on a timely basis. Must have strong verbal and written communication skills, high level of professional maturity, integrity, and judgment. Dependability and a sense of personal ownership of responsibilities a must. Proficiency in Microsoft Excel, Word, PowerPoint required; must be open to mastering other relevant tools such as Bloomberg. Must be willing to travel domestically and abroad once University travel resumes. Must have a desire to work as an integral member of a relatively small and close-knit team and ready to take on a broad range of tasks as needed.
We offer an excellent benefits package, tuition reimbursement and a competitive salary. The Rockefeller University is located on Manhattan's Upper East Side, on a 15-acre campus, along the East River (www.rockefeller.edu/views.php).
The Rockefeller University is an Equal Opportunity Employer - Minorities/Women/Disabled/Veterans.
Click here to apply directly using The Rockefeller University website.
Internal Number: IRC25818
About The Rockefeller University
The Rockefeller University is a world-renowned center for research and graduate education in the biomedical sciences, chemistry, bioinformatics and physics. The university's 72 laboratories conduct both clinical and basic research and study a diverse range of biological and biomedical problems with the mission of improving the understanding of life for the benefit of humanity.