Portfolio Manager, Private Equity - JR27446-3800

University of Chicago - Chicago, IL

Full-time

Chicago, IL

Educational Services

About the position

The University of Chicago is seeking a Portfolio Manager for its Investment Office, responsible for managing and analyzing investment portfolios to support the institution's long-term financial objectives. This role involves independent analysis, due diligence, and collaboration with senior investment professionals to ensure the effective management of the university's endowment assets. The successful candidate will play a key role in developing investment strategies and maintaining relationships with external investment managers.

Responsibilities

• Develops and implements a long-term global investment strategy.
• Primarily responsible for managing assigned investment portfolios.
• Identifies compelling investment opportunities, completing due diligence, managing the review of legal documents and negotiating terms, and monitoring results.
• Monitors and manages relationships with existing external investment managers, researching broad investment trends, and evaluating and selecting new external managers.
• Manages the diversification of portfolio by asset class, partnerships, manager style, industry, vintage year, life cycle, and geography.
• Prepares and delivers verbal and written presentations to the CIO and internal committees.
• Assists in building the team’s reputation for professional excellence and credibility both inside the University of Chicago and throughout the investment management community.
• Works mostly independently to develop the Investment Policy Statement to achieve the University’s goals.
• Collaborates with asset class specialists and risk management team to develop overall goals and strategy for the University investment funds.
• Uses a deep understanding of financial management to assess all asset classes and investments to provide a unique overall perspective across the staff’s investment strategies.
• Performs other related work as needed.

Requirements

• Minimum requirements include a college or university degree in related field.
• 5-7 years of work experience in a related job discipline.

Nice-to-haves

• MBA or advanced degree in finance, economics, or related field.
• A proven investor with a minimum of 5-7 years of relevant experience working as a direct investor, or manager of managers in an institutional, family office or plan sponsor workplace.
• Experience investing globally is highly valued.
• Constructing and executing investment and asset allocation strategies across a broad portfolio managed by a team.
• Identify and manage risk within a portfolio.
• Chartered Financial Analyst (CFA) designation.
• Superior analytical skills and a proven track record of incorporating quantitative and qualitative inputs; think strategically, analyze critically, and synthesize and effectively communicate complex strategies.