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University of California Office of the President · 1 week ago

Investments Fellow

Oakland, CA

Full-time

Onsite

New Grad, Entry Level

$82K/yr - $95K/yr

0+ years exp

The University of California Office of the President is a premier public research university dedicated to excellence in teaching and research. The Investment Fellow will provide strategic and operational support to the Chief Investment Officer and Chief of Staff at UC Investments, focusing on investment research, management, and operational tasks.

EducationHigher EducationProfessional Services

Responsibilities

Assist in research, planning, tracking, and coordination of strategic projects with key stakeholders, including UC campuses, asset managers, and internal teams. Projects may include investment opportunities, thought leadership initiatives, and/or student engagement efforts)

Conduct background research and prepare briefing materials to inform strategic decision-making

Prepare presentation materials, summaries, and talking points for leadership meetings and events

Assist with investment research and analysis across asset class teams, as needed

Support manager research and due diligence efforts, including data gathering and synthesis of findings

Help monitor portfolio performance and prepare summary reports for internal use

Compile and maintain investment-related data, analyses, and documentation

Provide calendaring and scheduling support for the Chief Investment Officer, including internal and external meetings

Coordinate meeting logistics, agendas, and materials for leadership and investment-related meetings

Assist with planning and preparation for events, conferences, and site visits

Track action items and follow-ups to ensure timely completion of priorities

Provide general operational and administrative support to the CIO and Chief of Staff as needed

Qualification

Analytical skillsQuantitative skillsMicrosoft ExcelMicrosoft PowerPointFinancial modelingInvestment managementProject planningWritten communicationVerbal communicationOrganizational skills

Required

Strong analytical and quantitative skills, with the ability to synthesize data and communicate key insights clearly

Demonstrated interest in institutional investing, asset management, or public/endowment investment management

Proficiency in Microsoft Excel and PowerPoint; ability to prepare well-organized analyses and presentation materials

Strong written and verbal communication skills, with attention to detail

Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment

Strong organizational skills and ability to handle sensitive and confidential information with discretion

Ability to represent an organization with professionalism and integrity, helping build relationships with key stakeholders

Bachelor's degree in related area (e.g., finance, business, economics, public policy)

Preferred

Prior professional experience (including internships) in consulting, finance, corporate development, and/or real estate

Prior experience with the evaluation of investment opportunities and/or project planning

Basic financial modeling skills and/or fluency in understanding financial statements and models

Basic knowledge of the finance and investment industry

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