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University of California Office of the President · 1 day ago

Senior Investment Analyst - Real Assets

Oakland, CA

Full-time

Onsite

Senior Level

$170K/yr - $193K/yr

5+ years exp

The University of California Office of the President is seeking a Senior Investment Analyst to support their real assets team, which manages a portfolio of over $3 billion. The role involves overseeing investments, conducting due diligence, and collaborating with colleagues across private and public markets teams.

EducationHigher EducationProfessional Services

Responsibilities

Oversee a portfolio of general partner relationships, including both funds and co-investments, with accountability for reviewing quarterly reporting, producing bi-annual monitoring reports, attending annual meetings, visiting portfolio companies, and processing waivers/consents

Analyze and conduct due diligence on primary funds and co-investments, including leading underwriting efforts, performing quantitative analysis, preparing investment memos, coordinating third party transaction support, and structuring/negotiating legal documents

Build and develop a database of funds and portfolio companies to support comparable analysis and provide market intelligence

Develop a network of peer professionals from the GP, LP and service provider communities

Analyze and manage risk within the overarching 'Risk Rules' framework at UC Investments, which emphasizes leverage, liquidity, concentration, and worst-case downside risk

Consult with the co-heads of real estate on the impact of an individual investment on the risk/reward of the entire portfolio

Monitor capital calls and distributions and contribute to liquidity risk management within the portfolio

Support UC student and faculty engagement initiatives, such as the UC Investments Academy

Lead projects and assignments, as requested. These projects may include but are not limited to providing performance attribution, creating presentation materials, project management, and drafting memos and letters

Provide additional support to other asset classes or senior leadership on an as-needed basis

Qualification

Quantitative analysisFinancial modelingInvestment judgmentRisk managementCommunication skillsProject managementRelationship managementNetwork buildingLegal agreements knowledgeInvestment forecasts

Required

Strong quantitative skills that can be applied to generate independent analysis, build financial models, and integrate external quantitative data into internal systems. Review the quantitative work of other team members

Excellent communication skills, including the ability to identify pertinent questions to elicit information and understanding from internal and external partners, as well as the ability to clearly articulate investment decision processes and results in a timely fashion

Proficient at prioritizing multiple tasks and planning/managing projects in their entirety while ensuring they are delivered on time

Ability to apply business/investment judgment when some data points are not provided

Ability to develop investment forecasts

Ability to modify decisions based on updated forecasts and changing data points

Bachelor's degree in a related area

Five (5) years of relevant work experience and/or equivalent experience/ training

Preferred

Prior professional experience in consulting, corporate development, investment banking, real estate, energy & natural resources and/or infrastructure

Prior experience with the evaluation of secondary sales and purchases of limited partner interests

Strong financial modeling skills and fluency in understanding financial statements and models

Working knowledge of limited partner legal agreements and key economic terms that affect investments

Proficiency at relationship management and ability to build and utilize extensive personal network of industry contacts

Graduate Degree (e.g. MBA or JD) and/or CFA or equivalent professional certification

Benefits

Comprehensive benefits package offered by the University

Company

University of California Office of the President

Glassdoor3.8

The Office of the President is the system wide headquarters of the University of California, managing its fiscal and business operations, and supporting the academic and research missions across its campuses, labs and medical centers.

Oakland, California, USA

1001-5000 employees