Investment Analyst - January 2025 or Summer 2025 Start
Investment Analyst – January 2025 or Summer 2025 Start
University of Virginia Investment Management Company (UVIMCO) provides investment management services to UVA and its associated organizations. We are responsible for evaluating, selecting, and monitoring investment strategies for a $14 billion endowment portfolio. Our portfolio is invested globally across a broad range of established and emerging asset classes and strategies including public equity, hedge funds, private equity, venture capital, real estate, resources, credit, fixed income, and derivatives. The vast majority of our investments are implemented through long-term partnerships with world-class external fund managers. The Investment Analyst position is a unique opportunity to join a team of experienced investment professionals motivated to generate exceptional returns to further the mission of UVA.
Why Join Us
- Learn from the top investment managers across the globe: Analysts regularly engage with exceptional investment managers across asset classes, providing an unparalleled learning opportunity. We scour all corners of the world for investment opportunities, traveling to the markets where our managers are investing to understand the investment opportunity firsthand.
- Support UVA’s mission: Investment returns drove a $1.0 billion increase in the value of the endowment in fiscal year 2024 which directly supports scholarships, programs, research, and other initiatives to benefit current and future students, faculty, patients, and staff of the University. Analysts have an immediate impact on UVIMCO’s work through research and analysis that contribute meaningfully to investment decisions.
- Strong culture: UVIMCO fosters a collegial, flat, and collaborative work environment. The firm prioritizes employee well-being and maintains a strong work-life balance. Staff is united by a passion for our mission, a love of learning, and a commitment to preserving UVIMCO’s record of excellence.
- Career advancement opportunities & generous employment benefits: UVIMCO sponsors analysts to complete the CFA designation during their tenure at UVIMCO. Leveraging the experience gained at UVIMCO, past analysts have gone on to direct investing roles, top business schools, and received promotions into more senior roles at UVIMCO. UVIMCO offers a competitive base salary, the opportunity to earn a performance-based bonus, employer 401(k) contribution, and excellent benefits in a business casual work setting. We are located on the Downtown Mall in Charlottesville, VA.
Position Overview
Investment Analysts work as an integral member of a small, flat team, interfacing directly with senior management to research and evaluate investment opportunities.
Primary Responsibilities:
- Work across the investment team to research global investment themes and conduct external manager due diligence in various asset classes
- Conduct relevant quantitative analysis to evaluate current and prospective investment managers
- Participate in diligence meetings with external investment managers, traveling onsite as needed
- Prepare and present investment recommendations alongside senior staff
- Attend internal investment committee meetings and contribute independent opinions
- Source, evaluate, and track new investment opportunities
- Analyze and monitor existing portfolio holdings and track versus expectations
- Assess current opportunities and risks for various investment strategies across public and private markets
- Complete special projects as directed by senior management
Skills and Qualifications
The ideal candidate will possess:
- Undergraduate degree (degree in finance, economics, math, data/quantitative analysis, or engineering disciplines preferred) and excellent academic credentials
- 0 to 2 years professional experience, investment related work preferred
- Demonstrated passion for investing and global markets with a high level of curiosity
- Willingness to travel both domestically and internationally to evaluate investment opportunities and attend industry conferences
- Effective verbal and written communication skills and strong attention to detail
- Outstanding quantitative and qualitative analytical skills
- Willingness to work collaboratively as part of a team
- High level of professionalism and integrity
- Ability to be resourceful and work independently
Commitment to Diversity, Equity, and Inclusion
We are committed to advancing diversity and inclusion across the investment management industry. We celebrate diversity and welcome individuals from different backgrounds, races, ethnicities, and genders. We provide an inclusive environment of mutual respect for all employees. We believe that diversity and inclusion are essential to our success as a top institutional investor, and we seek to attract and retain the most qualified people from a diverse candidate pool.
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