UNIVERSITY OF FLORIDA INVESTMENT CORPORATION · 2 days ago
Investment Analyst - Analytics
Gainesville, FL
Full-time
Onsite
New Grad, Entry, Mid Level
0+ years expThe University of Florida Investment Corporation (UFICO) is seeking a highly motivated professional to serve as a member of the investment team supporting the Analytics Team. The Analyst will assist with analysis, modeling, and research across asset classes and strategies to inform capital allocation and portfolio management decisions.
Financial Services
Responsibilities
Expand and maintain data and quantitative analytics infrastructure, including third-party AI-enabled tools, to deliver insights on asset allocation, portfolio risk, and performance, helping inform portfolio construction and management decisions
Contribute to the implementation and maintenance of systems to capture/analyze financial data
Coordinate with the Investment and Operations teams to ensure that accurate accounting and performance data are maintained in the portfolio management system, including documentation of underlying positions and investment exposures
Partner within the Analytics team and with other colleagues in evolving the asset and risk allocation process via rigorous analysis of the portfolio, its exposures, return drivers, and forward-looking risks
Generate monthly and quarterly reports for both internal and external stakeholders, including monthly pro-forma reports and quarterly reports for the UFICO Board of Directors. Enhance and streamline reporting of portfolio performance, positioning, and risk statistics on an ongoing basis
Perform all other duties and projects assigned
Qualification
Required
Bachelor's degree – preferably in a quantitative/analytical field (engineering, math/science, finance, economics, etc.)
Up to five years' experience at an asset manager, consulting firm, or direct investor
Comfortable with an end-to-end view of investment and financial analytics workflows, including how data, models, tools, and reporting fit to support decision-making
Experience applying statistical methods and analytical techniques to investments, balancing rigor and best practices with practical judgment, awareness of use-case suitability, and model risk
Appetite for learning and continuous improvement, with keen eye for downstream effects of decisions and willingness/ability to act to alleviate bottlenecks and enhance/automate processes as appropriate, using suitable tools including governance-aware applications of AI
Adept at using/learning new tools and technologies (e.g., Backstop, Solovis, Bloomberg, etc.)
Proficiency with MS Excel and PowerPoint
Intellectually curious, critical thinker, and team player with strong interpersonal skills fitting a collaborative environment
Flexible and willing contribute beyond the direct scope of responsibility
Strong interest in supporting the work of a university endowment
Preferred
Advanced degree / CFA (or progress towards)
Company
UNIVERSITY OF FLORIDA INVESTMENT CORPORATION
The University of Florida Investment Corporation (UFICO) was established in June 2004 by the University of Florida Board of Trustees as a direct support organization of UF.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase