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Investment Analyst

Employer
University of the Pacific
Location
Stockton

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Employment Type
Full Time
Institution Type
Four-Year Institution

Job Details



Investment Analyst

Primary Purpose:
Responsible for providing investment and financial analysis support in the implementation and administration of University investments.


Essential Functions:
1. Performs analysis of investment objectives, asset allocation strategies and investment performance.

2. Evaluates existing investment managers and performs due diligence on potential investments across a wide range of asset classes including public equities, fixed income, real assets, marketable alternatives and private equity.

3. Conducts investment research projects and reports as assigned. Performs qualitative and quantitative analysis of the Endowment and other investments.

4. Monitors compliance with internal and external investment policy guidelines. Assists in research, monitoring and enforcement of contracts between University and investment managers.

5. Reviews investment manager funding and distributions, verification of cash movements, payment of investment manager fees and other expenses and monitors portfolio liquidity constraints.

6. Assess financial and market impact and prepares findings, supporting analyses and provides recommendations to supervisor.

7. Gathers information and respond to investment inquiries, survey requests and other assignments as directed.

8. Assists in maintenance of website and ensure resource documents are kept current.

9. Stays current with US and international economics, markets and industry.

10. Performs other related duties as assigned or requested.


Minimum Qualifications:
• Bachelor’s degree in Business, Finance, Economics or Accounting.
• Three (3) years or more experience in institutional investments.


Preferred Qualifications:
Skills/Knowledge and Expertise:
• Experience in the management and analysis of institutional investment assets including asset allocation modeling, portfolio monitoring and investment manager due diligence.
• Experience with quantitative investment tools and systems preferred.
• Excellent analytical and quantitative skills.
• Knowledge of college and university accounting or other not-for-profit accounting preferred.
• Strong organizational skills and attention to accuracy and detail.
• Must demonstrate the highest standard for ethics, integrity and confidentiality.
• Strong communication skills and be able to communicate with all levels of organization.
• Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion.


Physical Requirements:
The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is primarily performed in a standard office environment with use of computer and phone. Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.

Work Environment/Work Week/Travel:
This position requires occasional evening, holiday or weekend hours as needed for meetings, report deadlines and backup responsibilities.


Hiring Range: Commensurate with experience, exempt

Background Check Statement:
All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.


To apply, visit https://pacific.peopleadmin.com/postings/19083

University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.






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Organization

Since its founding in 1851 as California’s first chartered university, University of the Pacific has been transforming the lives of students, enhancing the vitality of its surrounding communities and bringing a pioneering spirit to how we educate and serve.

Pacific is recognized for high-quality academic programs, dedicated faculty mentors and excellent professional preparation built on a strong liberal arts foundation. The university is consistently ranked among the top national universities by U.S. News and World Report and Princeton Review.

University of the Pacific is a dynamic three-city university with campuses in Stockton, Sacramento and San Francisco. With a presence in these three very different and uniquely California cities, Pacific enjoys a truly distinctive footprint in California and the West.

Sacramento

Pacific’s beautiful, tree-lined campus in Sacramento provides a focused learning environment with ties to the power and influence of one of the nation’s most influential capital cities. Complementing the legal studies offered at the McGeorge School of Law, new academic offerings are helping address critical issues at the intersection of law, policy, business and health.

San Francisco

Pacific’s high-tech San Francisco campus is strategically situated the heart of one of the world’s most exciting cities. It is home to one of the premier dental schools in the nation, the Arthur A. Dugoni School of Dentistry, as well as high-quality programs in health, technology, and arts and culture.

Stockton

Pacific’s Stockton campus in the heart of the California Delta country is renowned for its idyllic beauty, breadth of outstanding academic programs, vibrant and supportive campus life, and close, dedicated teaching relationships with students. Serving more than 5,000 students, the campus is home to the liberal arts College of the Pacific, a conservatory of music, and schools of business, education, engineering, international studies, and pharmacy and health sciences.

Beyond Our Gates

Pacific students, faculty, and staff are passionate about enriching their communities and serving those in need. Under faculty guidance, students provide dental care and health services and information to the underserved, legal clinics for those in need, and literacy and educational enrichment programs for local schoolchildren. Students, faculty and staff contribute tens of thousands of hours of volunteer service each year. The Center for Professional and Continuing Education offers degree completion, continuing education, workforce training and lifelong learning programs. Pacific centers and institutes work toward solutions to local and regional issues through community partnerships, education and research.

The Pacific Tigers compete in NCAA Division I athletics primarily as a member of the West Coast Conference. Fielding seven men’s teams and eleven women’s teams, the Pacific Tigers continue to add individual and team successes to an already outstanding performance record, including more than 30 conference championships and more than 60 NCAA tournament appearances.

Pacific offers more than 80 programs of study leading to undergraduate, graduate and professional degrees, as well as accelerated programs in business, education, law, engineering and the health sciences. Total enrollment at all three campuses is more than 6,000 students.

With a focus on teaching, close faculty-student interaction, academic excellence and real-world learning, Pacific prepares individuals for lifelong personal and professional success.

Learn more at Pacific.edu.

Diversity Profile

The University of the Pacific community - including students, faculty, staff, administrators, and alumni - believes that diversity and inclusion are essential to the fulfillment of our institutional mission. We value inclusiveness in learning, curricular and co-curricular programming, campus climate, recruitment, admissions, hiring and retention. We remain deeply committed to promoting and maintaining a civil community that facilitates opportunities for shared understanding and expression of individual and collective truths. Moreover, we resolve to maintain a community that is respectful of all persons despite differences in age, citizenship, disability, ethnicity, gender identity or expression, geographic origin, language, marital status, nationality, philosophical beliefs, race, religion, sexual orientation, or socioeconomic status.

The University of the Pacific community - including students, faculty, staff, administrators, and alumni - believes that diversity and inclusion are essential to the fulfillment of our institutional mission. We value inclusiveness in learning, curricular and co-curricular programming, campus climate, recruitment, admissions, hiring and retention.

We remain deeply committed to promoting and maintaining a civil community that facilitates opportunities for shared understanding and expression of individual and collective truths. Moreover, we resolve to maintain a community that is respectful of all persons despite differences in age, citizenship, disability, ethnicity, gender identity or expression, geographic origin, language, marital status, nationality, philosophical beliefs, race, religion, sexual orientation, or socioeconomic status.

We are committed to all members of the Pacific community becoming competent and ethical citizen leaders able to interact effectively and ethically in an increasingly multicultural society and global economy. This transformative process is accomplished through our distinctive integration of liberal arts and professional education promoting innovation, open discourse and dialogue, leadership development, experiential learning and self-reflection.

Pacific Diversity Programs

University Pipeline Programs

Multicultural Affairs

Multicultural Affairs is dedicated to the creation and sustainability of a culturally inclusive community across and within the boundaries of culture, sexual orientation, gender, and other social identities. In service to and in partnership with students, faculty, staff, alumni, and other friends, Multicultural Affairs offers programs, services, and sponsorships such as cultural heritage month observances, diversity leadership retreats, and intercultural trainings that meet the educational and cultural needs of all members of the Pacific community.

Company info
Website
Telephone
209.946.2011
Location
3601 Pacific Avenue
Stockton
CA
95211
US

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