Investment Analyst

Job Details

The Investment Analyst will be responsible for assisting the diligence, monitoring, and portfolio analysis of the Jefferson investment portfolios, including public equities strategies, public fixed income, private equity, and private credit. The Analyst works closely with the MD, Multi-Asset and the Deputy CIO to construct and manage a portfolio of high-conviction external managers and to inform top-down asset allocation positioning.
This role suits a professional with strong fundamental analytical skills, is comfortable working across asset classes, and the judgment to evaluate active managers, market exposures, and risk. The Analyst will work closely with the Office's external investment partners while supporting and ensuring the Office maintains its direct ownership of every manager relationship.

Job Description

Summary
The Investment Analyst will be responsible for assisting the diligence, monitoring, and portfolio analysis of the Jefferson investment portfolios, including public equities strategies, public fixed income, private equity, and private credit. The Analyst works closely with the MD, Multi-Asset and the Deputy CIO to construct and manage a portfolio of high-conviction external managers and to inform top-down asset allocation positioning. This role suits a professional with strong fundamental analytical skills, is comfortable working across asset classes, and the judgment to evaluate active managers, market exposures, and risk. The Analyst will work closely with the Office's external investment partners while supporting and ensuring the Office maintains its direct ownership of every manager relationship.

Job Duties

• Manager Sourcing and Diligence
• Assist sourcing, screening, and evaluation of managers.
• Support manager diligence including investment process review, portfolio analysis, factor and style attribution, operational due diligence coordination, and reference checks.
• Support the production of detailed investment memos and present recommendations to the Managing Directors and CIO.
• Maintain and expand the pipeline of marketable manager candidates and emerging managers.
• Portfolio Monitoring and Risk
• Monitor existing managers, including ongoing performance reviews, exposure analysis, attribution, and personnel or process changes.
• Analyze portfolio-level exposures including geographic, sector, factor, duration, credit quality, and liquidity profile.
• Partner with the Director of Operations and Performance Reporting / Analytics to ensure timely and accurate performance, risk, and exposure reporting.
• Support stress testing, scenario analysis, and liquidity management for the marketable portfolio.
• Asset Allocation and Research
• Contribute to top-down views on markets, including capital markets assumptions, valuation, positioning, and tactical opportunities.
• Produce written research on macro themes, sub-asset class structural shifts, and manager-level insights.
• Evaluate passive and systematic implementation options and the appropriate balance between active and passive risk.
• Team and External Partners
• Collaborate with the Office's external investment partners as an extension of the team, leveraging their scale and specialty expertise while ensuring the Office retains decision-making and direct ownership of manager relationships.

Minimum Qualifications

• Bachelor’s Degree
• Less than 1 year of relevant investment experience, including demonstrated investment management and portfolio analysis at an endowment, foundation, OCIO, family office, fund-of-funds, consultant, investment manager, or via directly relevant applied courses during undergrad.
• Strong fundamental and quantitative analytical skills.
• Excellent written and verbal communication skills, including the ability to write clear, persuasive investment memos and present to senior audiences.
• Sound judgment and intellectual honesty; willingness to form and defend independent views.

Additional Qualifications

Physical Demands
Lift and carry 25 lbs. frequent sitting/standing, frequent keyboard use, *patient care providers may be required to perform activities specific to their role including kneeling, bending, squatting and performing CPR.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Employee Entity

Thomas Jefferson University

Primary Location Address

1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.    

Jefferson is committed to providing equal educa­tional and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status. 

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.

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