Job Classification: Fin Anlst 1-Inv/ Prtfl Anlys (9781 IP) / Fin Anlst 2-Inv/ Prtfl Anlys (9782 IP)Salary Range: $140,000 to $230,000, depending on level, plus participation in OIB incentive compensation program. Office of Investments and Banking:The University of Minnesota is the state’s land-grant University and one of the nation's most prestigious public research universities. We’re ranked by Forbes as a Best Employer by State and currently have an extraordinary opportunity within the Office of Investments & Banking (OIB). OIB is driven to 1) professionally steward the University’s financial assets, producing superior risk-adjusted investment returns that provide the University with added resources to support its core objectives, and 2) deliver institutional-quality investment operations and enterprise-wide treasury management services. OIB currently manages approximately $4.5 billion across the endowment ($2.5 billion) and operating pools ($1.9 billion), while also overseeing the defined contribution retirement plans and a miscellany of smaller pools of capital (e.g. technology commercialization fund, state-sponsored venture program, captive insurance company portfolio, bondproceeds, etc.). The University’s Endowment portfolio follows a modified version of the “endowment model” and makes heavy use of alternative investment strategies to achieve its fiduciary objectives. The portfolio as a whole includes allocations to fixed income, private credit, hedge funds, real assets, private equity, active public equity, and venture capital. Position Overview:As an Investment Analyst/ Associate focused on Growth Strategies, you will play a pivotal role in researching markets and analyzing fund investment opportunities, with a particular focus on public equities and private capital (private equity and venture capital) within the Endowment portfolio. An Investment Analyst/ Associate will also assist the Senior Investment Director with portfolio management and program administration. This position involves applying advanced financial analysis, market research, and investment modeling to real-world decisions, while collaborating closely with team members to deliver strategic insights and achieve portfolio objectives. This position reports to the Senior Investment Director responsible for Growth Strategies. You’ll conduct macro-level research, assist with fund due diligence, and contribute to investment recommendations and monitoring activities. We’re seeking a detail-oriented, analytical professional who is ready to take ownership of complex projects and contribute meaningfully to a dynamic investment team. Responsibilities:The Investment Analyst/ Associate is involved in all stages of the investment process from sourcing, origination, due diligence, and implementation of investment opportunities to subsequent monitoring and portfolio management. Existing Portfolio Monitoring & Management (50%):Engagement with the Endowment’s existing portfolio of Growth managers as part of the ongoing monitoring and due diligence process. Reviewing quarterly reports, statements, newsletters to maintain a robust knowledge of the drivers of investment performance within each underlying fund position. Actively participate with existing fund managers to build and maintain relationships and knowledge of the investment process – including compilation of pre-meeting materials and accurate post-meeting notes. Travel to attend Annual Meetings and/or ad hoc meetings with these existing fund managers as needed – serving as a representative of the Endowment. New Investment Sourcing and Underwriting (25%):Supporting the Senior Investment Director in the identification and evaluation of prospective new investment opportunities. Market mapping and peer networking. Screen and evaluate new investment managers and opportunities, ability to assist in triage of inbound investment opportunities. Deep qualitative and quantitative due diligence, performance evaluation, assessment of risk management, etc. Assist with the drafting of Investment Memos for presentation to the rest of the Investment Team alongside the Senior Investment Director. Coordination with Middle and Back-office functions to complete investments and establish ongoing monitoring processes. Portfolio, Data Analysis & Operational Support (25%):Supporting both the Senior Investment Director and the Chief Investment Officer on matters related to portfolio management. Develop working knowledge of day-to-day activities related to Endowment’s investment operations activities and collaborate with the team on projects as needed. Build, update and maintain models, spreadsheets and dashboards (related to portfolio, managers and underlying exposures)Assist in thematic research projects. Assist in preparation of quarterly Investment Advisory Committee materials, ensuring accuracy of data and presentation. Supporting the investment activities of the other pools of capital managed by OIB - Various ad-hoc administrative tasks as required. Financial Analyst Level 2: Anticipate and plan for long-term finance needs and trends in partnership with business management as a subject matter expert. Qualifications Required Qualifications:Relevant years of ExperienceFinancial Analyst 1: BA/ BS degree plus at least six years of relevant experienceFinancial Analyst 2: BA/ BS degree plus at least eight years of relevant experience. Experience in any of the following asset classes: hedge funds, credit, real assets. Progress toward or completion of a CFA, CAIA, or MBA is a plus and may be eligible to count towards the years of experience requirement. Strong interest in the investment industry, portfolio theory, and the global capital markets. Strong intellectual curiosity, flexibility, and data-driven approach to analysis. Ability to travel domestically and internationally as required. Experience in conducting research and organizing findings. Solid knowledge of Excel, database tools, AI applications and other technology pertinent to analyst role. Excellent interpersonal skills and the ability to work closely with a small team. Solid oral, written, and presentation skills – ability to state and support a thesis. Strong work ethic, professional maturity. Commitment to high standards of moral and ethical behavior. Pay and Benefits Pay Range: $140,000 - $230,000; depending on education/qualifications/experience Time Appointment: 100% Appointment. Position Type: Faculty and P&A Staff Please visit the Office of Human Resources website for more information regarding benefit eligibility. The University offers a comprehensive benefits package that includes:Competitive wages, paid holidays, and generous time off. Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Tuition Benefit Program. Low-cost medical, dental, and pharmacy plans. Healthcare and dependent care flexible spending accounts. University HSA contributions. Disability and employer-paid life insurance. Employee wellbeing program. Excellent retirement plans with employer contribution. Public Service Loan Forgiveness (PSLF) opportunity. Financial counseling services Employee Assistance Program with eight sessions of counseling at no cost. Employee Transit Pass with free or reduced rates in the Twin Cities metro area. While our salary ranges provide a framework, it is important to note that most of thetime, the initial pay may not reach the maximum of the range. This approach ensuresthat compensation reflects the value and unique contributions of each candidate whilemaintaining equity within our organization. As part of our commitment to fair andequitable compensation, please be aware that the salary offered to incoming candidateswill be based on their individual credentials and experience.