Position Details
Position Details
Job Title |
Senior Investment Analyst |
Position Number |
8102848 |
Job Category |
University Staff |
Job Type |
Full-Time |
FLSA Status |
Exempt |
Campus |
Chicago-Water Tower Campus |
Department Name |
VP FOR FINANCE |
Location Code |
FINANCE-OFFICE OF VP-CFO (04000A) |
Is this split and/or fully grant funded? |
No |
Duties and Responsibilities |
The Investment Office is a small team where everyone is a key contributor. The Senior Analyst reports to the Director of Investments for day-to-day workflow but works in close collaboration with the Chief Investment Officer and Director of Operations across all phases of the investment process. The Senior Analyst spearheads analytical work to support the oversight of a diversified portfolio, and primary responsibility will be to monitor existing investment Managers and support due diligence for prospective Managers. This is a generalist position which will conduct research and perform analysis across asset classes (including public equity, fixed income, hedged strategies, private equity, and venture capital) and will also actively contribute to projects regarding asset allocation, liquidity, risk, performance reporting, and other thematic research. The longer-term intention for the Senior Analyst is to develop investment judgement and an independent voice, with a path to internal promotion and advancement as they advance these skills, grow in experience, and increase their contribution to the investment process.
Main responsibilities include:
- Monitoring and analyzing existing portfolio, including meetings with current Managers, and performing analyses of returns, holdings and sectors through on-site visits and research.
- Contributing to the Manager research process by supporting due diligence on prospective investment partnerships by evaluating the strategy, analyzing performance, and preparing investment memos.
- Researching broad investment and industry trends and supporting the Chief Investment Officer in various portfolio projects as required.
- Supporting the office with modeling and analysis of benchmarks, portfolio performance, risk and liquidity.
- Maintaining the integrity of investment manager data and reporting, including monitoring the collection, accuracy and timeliness of exposure and position transparency.
- Maintaining proficiency in systems, databases and software used by the Investment Office for research and portfolio management.
- Developing a professional network of investment Managers and other like-minded asset owners
- Performing other ad hoc projects to support the investment function as assigned.
|
Minimum Education and/or Work Experience |
- Bachelor's Degree; CFA Charter Holder, or progress towards earning the designation highly preferred.
- 3 - 5 years work experience in Manager Research.
|
Qualifications |
Ideal candidates will have many of the following attributes:
- Bachelor's Degree; CFA charter holder, or progress towards earning the designation highly preferred.
- Minimum of 3-5 years of related work experience in manager research.
- 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.
- Excellent interpersonal skills and the ability to work closely with a small team within a larger non-profit organization.
- Appreciation for Loyola's Jesuit, Catholic educational mission.
- Solid oral, written, and presentation skills.
- Robust quantitative and performance measurement skills.
- Ability to travel domestically and internationally as required.
- Unquestionable ethics and integrity.
|
Certificates/Credentials/Licenses |
|
Computer Skills |
Microsoft Suite |
Supervisory Responsibilities |
No |
Required operation of university owned vehicles |
No |
Does this position require direct animal or patient contact? |
|
Physical Demands |
None |
Working Conditions |
None |
Open Date |
10/17/2025 |
Close Date |
|
Position Maximum Salary or Hourly Rate |
$169,000.00 |
Position Minimum Salary or Hourly Rate |
$141,000.00 |
Special Instructions to Applicants |
As a Jesuit, Catholic institution of higher education, we seek candidates who will contribute to our strategic plan to deliver a Transformative Education in the Jesuit tradition. To learn more about Loyola University Chicago's mission, candidates should consult our website at
www.luc.edu/mission/. For information about the university's focus on transformative education, they should consult our website at
www.luc.edu/transformativeed.
|
About Loyola University Chicago |
Founded in 1870, Loyola University Chicago is one of the nation's largest Jesuit, Catholic universities, recognized for its academic excellence, commitment to community engagement, and leadership in sustainability. A Carnegie R1 research institution, Loyola leverages its status as one of an elite group of universities with the highest level of research activity to advance knowledge that serves communities and creates global impact. With
15 schools, colleges, and institutes-including Business, Law, Medicine, Nursing, and Health Sciences-Loyola operates three primary campuses in the greater Chicago area and one in Rome, Italy, that provide students a transformative, globally connected learning experience. Consistently ranked among the nation's top universities by U.S. News & World Report, Loyola is a
STARS Gold-rated institution that is ranked as one of the country's most sustainable campuses by The Princeton Review and has earned distinctions from AmeriCorps and the Carnegie Foundation for its longstanding record of service and community engagement. Guided by its Jesuit mission and commitment to caring for the whole person, Loyola educates ethical leaders who think critically, act with purpose, and strive to create a more just and sustainable world.
Loyola University Chicago strives to be an employer of choice by offering its staff and faculty a wide array of affordable, comprehensive, and competitive benefits. To view our benefits in detail,
click here.
Loyola adheres to all applicable federal, state, and/or local civil rights laws and regulations prohibiting discrimination in private institutions of higher education. Please see the University's
Nondiscrimination Policy. |
Quick Link for Posting |
https://www.careers.luc.edu/postings/34024 |
|