Investment Analyst

at  Yale University

REQUIRED EDUCATION AND EXPERIENCE

Bachelor’s Degree in Economics, Finance or closely related field.

REQUIRED SKILL/ABILITY 1:

Strong personal computer skills and excellent attention to detail.

REQUIRED SKILL/ABILITY 2:

Ability to be well balanced and have a competent approach to the pace and expectations of profession.

REQUIRED SKILL/ABILITY 3:

Strong analytical and writing skills.

BACKGROUND CHECK REQUIREMENTS

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit “Learn about background checks” under the Applicant Support Resources section of Careers on the It’s Your Yale website.

POSTING DISCLAIMER

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

1. Analyzes endowment management issues including investment objectives, allocation of assets among different investment strategies, investment performance and ethical investments policy. 2. Assists in the screening, selection and monitoring of money managers through background research, manager meetings and portfolio analysis. 3. Tracks and monitors endowment transactions and performance. 4. Prepares capital market studies, including market surveys, security analyses and credit reports. 5. Evaluates and monitors real estate investments, including assisting with directly owned properties in the endowment portfolio. 6. Provides staff support for senior investments office staff and works in supportive role with other investment analysts. 7. Reports on investment opportunities and recommends investments. 8. May perform other duties as assigned.