Investment Analyst

Position Title:

Position Type:

Hiring Range:

$77600 - $100000/annual; Compensation will be based on education experience skills relevant to the role and internal equity.

Pay Frequency:

The University

Located in the heart of Silicon Valley Santa Clara University blends high-tech innovation with a social consciousness grounded in the Jesuit educational tradition. Santa Claras undergraduate and graduate programs span areas ranging from psychology to sustainable-energy engineering and from theatre arts to business analytics. This Jesuit Catholic University has almost 9000 students (5571 undergraduate) and draws on a more than 450-year-tradition of educating the whole person for a life of service and leadership. The 106-acre campus is located in Santa Clara Calif. at the southern tip of the San Francisco Bay approximately two miles from San Jose International Airport.

Position Summary

Santa Clara University is seeking an analyst to join a team of four investment professionals who work together to manage the $1.5 billion endowment. All of the investment professionals are generalists who work collaboratively to make team-based investment decisions across the portfolio.

The Analyst will assist the team in the selection due diligence and monitoring of investment managers in several asset classes. They are expected to assist in both qualitative and quantitative analyses and to maintain the general data infrastructure for such analyses.

Santa Clara Universitys endowment benefits from a mature portfolio of high-quality managers making ongoing portfolio monitoring a key aspect of the role. Travel is a feature of manager diligence and monitoring. This position will report to the Chief Investment Officer.

The successful candidate must be flexible and interested in a broad range of investment topics. A key competency is forming independent thoughts and theses while also working collaboratively to arrive at team-based decisions. A desire to work as part of a highly collaborative team is required.

Responsibilities

The Investment Analyst will have a generalist role across all assets classes and provide support for all portfolio management activities. This position offers a unique opportunity to be part of a small innovative team with a very large fiduciary responsibility and strong track-record.

The Investment Analysts responsibilities include but are not limited to:

• Maintain and enhance the analytical infrastructure supporting the management of the portfolio. This includes performance reporting and analysis underlying holding analysis liquidity management cash flow analysis and projections etc.

• Work with senior team members to monitor existing investments and develop analytical insights on the portfolio to assess investment strategy execution.

• Support the senior members of the investment team in the quantitative and qualitative investment due diligence process of new investments.

• Attend and participate in fund manager meetings.

• Assist in preparing investment committee memos.

• Identify and implement tools and resources used in connection with fund manager sourcing and market monitoring.

• Utilize research management and portfolio management software systems.

• Contribute to ad-hoc projects related to improving investment processes portfolio monitoring and risk systems

Ideal Candidate Profile

• Has the highest integrity.

• High team orientation; willing to support team workloads when necessary.

• A strong work ethic paired with a no job too big no job too small mentality.

• A willingness to ask questions evaluate all sides of an issue engage in interactive discourse and provide their opinion.

• Intellectual curiosity and critical thinking skills. An ability to examine investments at both the micro and macro level.

• Quality control skillsthe individual demonstrates accuracy and thoroughness and monitors their own work to ensure quality.

• Excellent verbal and written communication and presentation skills including the demonstrated ability to articulate ideas and issues clearly and concisely incorporating both qualitative and quantitative factors.

• Understands and can communicate the ethos of Santa Clara University.

• Willingness to travel.

Qualifications

The successful candidate will have the below qualifications in addition to a compelling record of accomplishment. While experience in investing and manager evaluation is particularly helpful less experienced applicants with exceptional analytical ability and a willingness to learn are also encouraged to apply. The office especially welcomes applications from individuals whose gender or ethnic background are currently underrepresented in the investing professions.

• Bachelors degree or the expectation of a Bachelors degree before 6/30/2026.

• 0-2 years of experience in investing finance investment banking business or consulting.

• Fluency in Excel.

• Competence across the Microsoft Office Suite; experience with Caissa a plus.

This position will require in-office hours and is located on campus in Santa Clara CA.

All applications require a cover letter and resume.

Telecommute

Santa Clara University is registered to do business in the following states: California Nevada Oregon Washington Arizona and Illinois. Employees approved to telecommute are required to perform their work within one of these states.

EEO Statement

Equal Opportunity/Notice of Nondiscrimination

Santa Clara University is an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race color ethnicity national origin citizenship ancestry religion age sex sexual orientation gender gender expression gender identity marital status parental status veteran or military status physical or mental disability medical conditions pregnancy or related conditions reproductive health decision making or any other characteristic protected by federal state or local laws. For a complete copy of Santa Clara Universitys equal opportunity and nondiscrimination policies please visit the Office of Equal Opportunity and Title IX website at Notice of Availability

Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report please visit the Campus Safety Serviceswebsite. To request a paper copy please call Campus Safety at . The report includes the type of crime venue and number of occurrences.

Americans with Disabilities Act

Consistent with its obligations under the law Santa Clara University will provide reasonable accommodations to applicants and employees with disabilities. Applicants who wish to request a reasonable accommodation for any part of the application or hiring process should contact the Department of Human Resources ADA Team ator by phone at .