Investment Analyst / Investment Associate - St. John's University
Queens, NY 11439
About the Job
St. John’s, established in 1870, has three New York City campuses; international locations in Rome, Italy; Limerick, Ireland; and Paris, France; and study abroad locations around the world. The Princeton Review and other top rankings consistently recognize the University’s outstanding academics, diverse student body, dynamic internship, and volunteer opportunities, focus on student life, and diverse study abroad offerings. St. John’s University offers more than 100 undergraduate and graduate programs in its six colleges and schools, with a growing number of programs offered online. The University is accredited by the Middle States Commission on Higher Education and 12 other major academic and professional associations.
A dedication to diversity, equity and inclusion is at the heart of our mission. As a Catholic and Vincentian university, St. John’s is committed to institutionalizing practices of inclusive excellence to ensure that we welcome and celebrate the intrinsic worth of all members of our community. We will become an even stronger university as we enhance equity at every level of our institution. Our graduates will excel in the competencies and values needed for leadership and service in a rapidly evolving world.
Position Summary
St. John’s University is seeking an Investment Analyst or Investment Associate to help manage the University’s endowment.You will be a critical team member, collaborating closely with the Chief Investment Officer (CIO) on all aspects of managing the endowment, including portfolio analysis and reporting, investment manager due diligence, and investment committee recommendations across all asset classes, strategies, and geographies.This is a generalist role offering broad exposure and exceptional growth opportunities.
Investment responsibilities will include:
- supporting the CIO in sourcing, screening, and analyzing prospective investment managers, including analysis of investment strategy, process, organization, portfolio positions, performance, and investment structuring
- monitoring and engaging with investment managers on a variety of topics (e.g., diversity, ESG)
- attending manager meetings, conferences, and industry events
- researching themes, strategies, asset classes, sectors, and other topics
- developing a deep understanding of portfolio rebalancing, portfolio construction, and risk management
- recommending new workflows, analytics, diligence procedures, and reporting outputs that enhance the overall efficacy and efficiency of the team’s investment underwriting and decision-making
- collaborating with St. John’s undergraduate and graduate student-managed investment funds, which include two public equity funds and a blockchain fund (currently ~$11 million across the three funds)
- helping manage and grow the Investment Office internship program
- contributing to a culture of intellectual curiosity and analytical rigor
- maintaining and growing St. John’s reputation for excellence and credibility within the University community and throughout the investment management industry
Investment operations responsibilities include:
- monitoring market values, performance, transactions, and other data in the endowment’s portfolio management software
- preparing materials for the Investment Committee and other constituents
- assisting with cash forecasts and developing endowment spending models
- completing subscriptions, redemptions, surveys, questionnaires, and other documentation
- undertaking special projects as requested
Competencies
The successful candidate must have a deep passion for investing, strong analytical skills, familiarity with institutional investment management, and a demonstrated track record of success.Additional qualifications include:
- strong work ethic and discipline, organizational skills, and an acute attention to detail
- ability to independently set goals, prioritize tasks, and manage simultaneous projects
- superior written, verbal, listening, and interpersonal skills
- excellent financial modeling (MS Excel) skills
- proactive self-starter and focused on continuous improvement
- enthusiasm for being part of the University and contributing to its mission
- positive, can-do attitude
- unquestionable ethical standards and the highest level of integrity, intellectual capability, honesty, and personal responsibility
Travel
Travel is primarily local (e.g., Manhattan, Connecticut, New Jersey).Non-local domestic travel may be required.
Required Education and Experience
- Bachelor’s degree with demonstrated academic ability, preferably in finance, accounting, economics, or business administration.
- Experience in institutional investment management, investment banking, finance, consulting, or accounting.
Title | Years of Experience | Salary Range |
Investment Analyst | 1-3 years of experience in any of the above listed areas | $94,050 - $120,000 |
Investment Associate | 4+ years of experience in any of the above listed areas | $110,600 - $140,000 |
Preferred Education
An interest in pursuing the CFA and/or MBA.
For full consideration, please apply online by November 6, 2024.
In compliance with NYC’s Pay Transparency Act, the annualsalary range for an Investment Analyst is$94,050 - $120,000, and the annual salary range for an Investment Associate is $110,600 - $140,000. St. John’s University considers factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience, education/training, key skills, internal peer equity, as well as market and organizational considerations when extending an offer.
This position may berelocated to any of St. John’s University’s physical locations at any time.
St. John’s offers a competitive compensation program which iscommensurate with your qualifications, experience, and contingent upon the departmental budget. We also offer an extremely comprehensive benefits program to meet the diverse needs of our workforce. Along with exceptional benefits such as medical, dental, life insurance, long term disability insurance, tuition remission, generous 403(b) employer contribution, employee assistance program, and liberal paid time off policies, faculty and staff can also enjoy St. John’s performing arts, libraries, bookstores, dining facilities, campus recreation and sporting events
Any offer of employment is subject to receipt by St. John’s University of satisfactory references, verification of employment and education.
St. John’s University is an Equal Opportunity Employer and encourages applications from women and minorities. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, or any other characteristic protected by law.
Required Skills
Required Experience