Investment Analyst

Job description

The Endowment Investment Analyst will assist the Chief Investment Officer and other members of the UK Investment Office in overseeing the day-to-day management of endowment assets. This is a hands-on position that covers all aspects of the investment function, and the successful candidate will have broad experience in institutional investment management. This role requires the ability to analyze and distill a large volume of data, exercise independent judgment, and create high quality deliverables in a timely manner. The Endowment Investment Analyst will assist in managing relationships with endowment service providers, including investment managers, consultants, and custodians. This individual will play an active role in the sourcing and monitoring of investment managers and in maintaining research to support portfolio management decisions. The Endowment Investment Analyst will also serve as a part of the broader organization, providing support as needed to colleagues in University Financial Services.

Job Title
Investment Analyst

Requisition Number

Working Title
Endowment Investment Analyst

Department Name
3A000:Financial Services Administration

Work Location
Lexington, KY

Grade Level

Salary Range

Type of Position

Position Time Status

Required Education


Click here for more information about equivalencies:

Required Related Experience

2 yrs

Required License/ Registration/Certification


Physical Requirements

Sitting for long periods of time and performing repetitive motion tasks


Monday - Friday 8:30 am - 5:30 pm


MS Excel, Word, Powerpoint

Does this position have supervisory responsibilities?

Preferred Education/Experience

A Bachelor's degree and 4 years of experience, or a Master's and 2 years of experience, or other equivalent education and experience.

Deadline to Apply

University Community of Inclusion

The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.

As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * Please describe your experience in institutional investment management.

    (Open Ended Question)

  2. * How many years of experience do you have in managing endowment assets?
    • None
    • More than 0, up through 2 years
    • More than 2 years, up through 4 years
    • More than 4 years, up through 6 years
    • More than 6 years
  3. * Where did you first see this position advertised other than on UK's online employment system?
    • (Diverse Issues in Higher Education)
    • (Higher Education Recruitment Consortium)
    • (A CFA Institute member location)
    • (LinkedIn Group)
    • A Colleague, Friend and/or Family Member
    • None of the Above

Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents





    Diversity Profile: University



    View more

    Learn more on Inside Higher Ed's College Page for University

    Arrow pointing right
    Job No:
    Posted: 3/24/2018
    Application Due: 4/27/2018
    Work Type: