UTIMCO’s Public Equity team is looking for a full-time Senior Analyst or Associate.

UTIMCO’s Public Equity program currently manages ~$18 billion in equity investments globally, primarily through external investment managers.

The Senior Analyst or Associate will be responsible for assisting the Public Equity team with analysis and research.

Broad responsibilities Include :

• Monitoring and creating reports on external manager performance, exposures, and holdings
• Assisting with regular reviews of the portfolio, including analysis of the portfolio’s performance and risk characteristics
• Assisting with due diligence, research and analysis of existing and prospective managers
• Maintaining knowledge of markets and events that could affect the portfolio
• Providing general support to team members on various projects (e.g., research on specific countries, sectors or managers)

Requirements:

• 3+ years of prior work experience in a finance- or investment-related field (e.g., investment banking, sales and trading, investment management, accounting, corporate finance/development, risk management, operations)
• Undergraduate degree, with major or significant coursework in finance or accounting (particularly important for less experienced candidates)
• Experience and familiarity with Microsoft Office suite (Excel, Powerpoint, Outlook)
• Evidence of strong interest in investing and public markets
• Evidence of strong analytical, problem-solving, writing, and organizational skills
• Strong quantitative skills to evaluate fund and portfolio performance and risk
• Knowledge and understanding of financial software applications (PowerBI, Bloomberg, MSCI Barra Portfolio Manager)
• Basic programming skills in financial industry computer languages (e.g., Python)
• Comfortable working with large data sets and databases (e.g. Azure)
• Unquestioned honesty, integrity, and transparency
• Cultural fit in a respectful, collegial, and collaborative environment
• Awareness of and connection to the mission of UTIMCO