The organization selected a new general investment consultant for its portfolio following a search process initiated due to the impending contract expiration of the incumbent.
The university is seeking an investment analyst to assist with portfolio management, including monitoring existing managers and due diligence and evaluation of prospective managers.
The analyst will help in sourcing, evaluating and monitoring managers across asset classes as well as conducting qualitative and quantitative due diligence on prospective firms.
The university will consider a recommendation to select an investment advisor for its endowed and non-endowed portfolios alongside potential asset allocation changes within the endowment at its March meeting.