Junior Analyst | Investments jobs in United States
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The Rockefeller University · 1 month ago

Junior Analyst | Investments

The Rockefeller University is overseeing a multi-billion dollar endowment and is seeking a Junior Investment Analyst to support the Office of Investments. The role involves monitoring investment portfolios, assisting in due diligence, and preparing reports for the investment committee.

Education
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H1B Sponsor Likelynote

Responsibilities

Assist in the active monitoring of the portfolio across public and private markets, including exposure, pacing, and performance analyses
Attend and participate in internal research and investment committee discussions. Assist Senior Staff with due diligence including attribution and comparison analyses and assist in the preparation of investment recommendations to present to the Investment Committee
Perform ad hoc analyses of the portfolio, individual managers, markets, thematic areas of interest, and co-investment opportunities. Assist in preparing, editing, and organizing materials (including performance reports and investment research memos) and summary reports on a monthly/quarterly/annual and or ad-hoc basis for both the investment team and the investment committee
Review key documents such as manager letters, annual meeting materials, capital calls, distributions, tax reports, and legal documents
Work with the operations team on keeping performance and analytics platforms current and accurate. Collaborate on the implementation of additional analytical systems. Contribute to research projects on different investment strategies, markets, geographies, and industries
Additional duties and special projects as assigned
Proficiency in excel and data entry required

Qualification

Financial analysisExcel proficiencyInvestment researchData entryAnalytical skillsCommunication skillsOrganizational skillsInterpersonal skillsWriting skills

Required

Bachelor's degree is required
The ideal candidate must be organized, detail-oriented, able to prioritize, and work independently
Exceptional analytical, interpersonal, and communication skills are necessary
Excellent communication, organization, and writing skills are required
The ability to work efficiently and effectively while maintaining attention to detail is required
Proficiency in excel and data entry required

Preferred

Prior experience in financial markets preferred

Company

The Rockefeller University

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The Rockefeller University is a center for research and graduate education in biomedical sciences, chemistry, bioinformatics, and physics.

H1B Sponsorship

The Rockefeller University has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (73)
2024 (56)
2023 (43)
2022 (69)
2021 (47)
2020 (27)

Funding

Current Stage
Late Stage
Total Funding
$5.2M
Key Investors
Alfred P. Sloan Foundation
2020-01-01Grant· $2.7M
2015-01-01Grant· $1.5M
2012-01-01Grant· $1M

Leadership Team

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Audrey Goldfarb
Co-founder, RU peer mentorship program
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Ashton Murray, PhD
Chief Diversity Officer and Vice President for Diversity, Equity, and Inclusion
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Company data provided by crunchbase