The analyst will assist with sourcing, evaluating and monitoring external managers in addition to contributing to asset allocation, portfolio construction and risk management decisions.
The associate will assist with accounting, tax and performing processes, reconciliation of accounting and performance data, cash management processes and preparing reports.
The university is seeking a director of investments to oversee its portfolio, explore prospective investment opportunities and maintain relationships with and conduct due diligence of existing managers.
The position will handle the recording of all investment transactions, along with monthly reconciliation reports and monthly and quarterly valuations that support performance reporting.
The consultant will oversee the university’s operating funds portfolio, including ongoing review and reporting of existing manager performance, assistance with the search and selection of new managers and cash flow analysis.