Investment Analyst, Office of Investments

The Investment Analyst is an integral part of a small team investing a substantial portion of Vanderbilt University's approximately $11 billion endowment with a focus on public equities, hedge funds, commodities, bonds, private equity, venture capital, natural resources, and real estate opportunities. Our office consists of two investment teams: Public Markets and Private Markets. The public investment team invests globally primarily through active managers across public markets. The private investment team invests globally in private markets in addition to direct co-investments, but with a strong bias to U.S.-based investments. This is a three-year program. After three years, analysts have numerous career avenues including graduate business school, buy-side investment firms such as hedge funds and private equity firms, or continuing their careers at an endowment or foundation. This program typically begins in June or July.

The Vanderbilt University Office of Investments’ mission is to protect and grow the university’s investment assets by delivering outstanding long-term investment returns for the benefit of research and scholarship. We do this by partnering with the best managers and ensuring their interests are aligned with ours. We believe superior investment opportunities rarely find us, and instead we seek them out.

Our office is comprised of approximately 25 staff members across three teams: operations, public investments, and private investments. We promote an atmosphere of inclusiveness, innovation, and learning, and we thrive on ways to improve our process, while protecting and growing the value of Vanderbilt’s assets. Our office is committed to supporting each other, upholding our team values, continuously striving for excellence, and supporting the core mission of Vanderbilt University. Each person is an integral part of our team.

Note: A resume is required, and a cover letter explaining why you are interested in working with the Vanderbilt Office of Investments is recommended.

Duties and Responsibilities

• Assist in researching and analyzing both existing and prospective investment opportunities.
• Prepare written and analytic materials that present and support investment recommendations and actions.
• Participate in meetings with existing and prospective investment managers.
• Monitor prospective and existing investments by analyzing data, research, and attending meetings with investment managers.
• Monitor, update, and create reports on investment performance, exposures, holdings, and other key portfolio analytics.
• Assist with and participate in regular reviews of the portfolio, including analysis of the portfolio's performance and investment characteristics.
• Maintain database integrity, organization, and data content. Ensure timely updates of key data items in databases and investment monitoring systems.
• Maintain qualitative and quantitative manager information across databases for existing and prospective managers.
• Stay current on changes across capital markets.
• Provide support to team members on assorted projects. Conduct ad hoc projects (e.g., research on specific countries or sectors) as necessary.
• Other duties as assigned.

Qualifications

• The position requires a Bachelor's degree.
• We anticipate hiring a candidate that has demonstrated interest in investments or finance, has achieved an excellent academic record and has a strong work ethic.
• Interest in pursuing the Chartered Financial Analyst (CFA) designation is preferred.

Commitment to Equity, Diversity, and Inclusion

At Vanderbilt University, we are intentional about and assume accountability for fostering advancement and respect for equity, diversity, and inclusion for all students, faculty, and staff. Our commitment to diversity makes us who we are. We have created a community that celebrates differences and lets individuality thrive. As part of this commitment, we actively value diversity in our workplace and learning environments as we seek to take advantage of the rich backgrounds and abilities of everyone. The diverse voices of Vanderbilt represent an invaluable resource for the University in its efforts to fulfill its mission and strive to be an example of excellence in higher education.

Vanderbilt University is an equal opportunity, affirmative action employer. Women, minorities, people with disabilities, and protected veterans are encouraged to apply.

Please note, all candidates selected for an offer of employment are subject to pre-employment background checks, which may include but are not limited to, based on the role for which they have been selected: criminal history, education verification, social media review, motor vehicle records, credit history, and professional license verification.

At Vanderbilt University , our work - regardless of title or role - is in service to an important and noble mission in which every member of our community serves in advancing knowledge and transforming lives on a daily basis. Located in Nashville , Tennessee, on a 330 acre campus and arboretum dating back to 1873, Vanderbilt is proud to have been named as one of “America’s Best Large Employers” as well as a top employer in Tennessee and the Nashville metropolitan area by Forbes for several years running. We welcome those who are interested in learning and growing professionally with an employer that strives to create, foster and sustain opportunities as an employer of choice through:

• Working and growing together as a community of communities... we are One Vanderbilt .
• Providing a work environment where every staff and faculty member can be their authentic and best self , while providing the resources and opportunities to learn and grow.
• Encouraging development, collaboration, and partnership both internally and externally while fostering the value that every member of the Vanderbilt community can lead and grow regardless of title or position.

We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have a story. We want to hear it. We encourage you to apply today so that you might become a part of our story.

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Vanderbilt University has made the safety of our students, faculty and staff, and our surrounding communities a top priority. As part of that commitment, the University recently announced that students, faculty, and staff, are required to be vaccinated against COVID. As a prospective and/or a new employee at Vanderbilt, you will be required to comply with the University’s vaccination protocol. Effective, August 1, 2021, proof of full vaccination or an approved accommodation will be required before the start of employment in order to work at Vanderbilt University .

Accommodations for medical and religious exemptions can be requested with the Equal, Opportunity and Access Office https://www.vanderbilt.edu/eoa/ .