Senior Analyst Investments jobs in United States
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Howard University · 1 month ago

Senior Analyst Investments

Howard University is a prominent educational institution committed to the strategic success of its operations. They are seeking a Senior Investment Analyst responsible for research and analytical duties surrounding the Endowment and Retirement Trust, focusing on performance analysis, documentation, and reporting activities.

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H1B Sponsor Likelynote

Responsibilities

Oversee with the CIO and DCIO, the investment portfolio and related projects including cash reconciliation, return and risk calculations, documentation requests, workflow details with Treasury
Take ownership of pacing analysis and capital call adherence
Responsible for the selection, development and maintenance of the analytics system for research management and investment performance attribution and risk management. Work with the Information Services Department as a partner, when appropriate
Work to ensure that all documents and contracts secure the rights and property of the University
Help create materials for Investment Committee meetings
Participate, in a general sense, as a team member of the Howard University Investment Office
Evaluate current and recommend new investment managers
Perform statistical analysis and general research related to the capital markets for purposes of defining options for continuous investment improvements and recommendations for tactical strategies within asset classes to enhance performance of the overall portfolio
Analyze investment performance and investment related issues and prepare material for the CIO and presentations (verbal and written) to the Investment Committee
Review all footnotes of all presentation materials of external manager investments
Review appropriateness of investment fees and costs and recommend reductions
Perform periodic studies, such as benchmarking on different investment issues, and manage projects as assigned
As assigned
As assigned

Qualification

Investment analysisAdvanced Excel modelingManager evaluationCFA designationMBA in FinanceInvestment Banking trainingAsset classesWritten communicationOral communicationOrganizational skillsProblem-solving

Required

Requires a minimum of 5 years of Endowment, Foundation or Family Office manager research experience
Skills in both written and oral communication
Knowledge of investment concepts in a broad range of asset classes
Proficiency with various Microsoft products, including advanced Excel expertise, PowerPoint and Word
Deep knowledge of equity and fixed income strategies

Preferred

Advanced degrees of CFA designation
MBA in Finance
Prior training in an investment bank

Benefits

Comprehensive medical, dental, and vision insurance, plus mental health support
PTO, paid holidays, flexible work arrangements
Competitive salary, 403(b) with company match
Ongoing training, tuition reimbursement, and career advancement paths
Wellness programs, commuter benefits, and a vibrant company culture

Company

Howard University

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Howard University is a federally chartered, private, coeducational, and nonsectarian university.

H1B Sponsorship

Howard 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 (22)
2024 (34)
2023 (31)
2022 (29)
2021 (14)
2020 (12)

Funding

Current Stage
Late Stage
Total Funding
$29.9M
Key Investors
Gilead SciencesAmerican Academy of Orthopaedic SurgeonsNational Endowment for the Humanities (NEH)
2024-02-27Grant
2023-12-01Grant· $0.02M
2023-01-10Grant· $0.15M

Leadership Team

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Ta-Nehisi Coates
Sterling Brown Endowed Chair, Department of English
Company data provided by crunchbase