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University of Chicago (UC)

Analyst, Private Equity

University of Chicago (UC), Chicago, Illinois, United States, 60290


Location: Chicago, ILJob Description:Under direct supervision of the managing director of the Private Equity portfolio, assists the team in investment analysis to drive decisions in our diversified global portfolio.Supports the team in sourcing, researching, analysis, and ongoing due diligence of external investment managers. This includes meeting with managers, conducting rigorous quantitative/risk analysis, reviewing manager reports and letters, attending annual meetings, and debating investment theses with the team.Prepares data-driven investment memos recommending compelling investments for our portfolios.Researches, prepares, and writes memos and presentations that explore market trends, evaluate specific risks, and formulate views and recommendations related to enhancing returns across the portfolios over the long term.Assists with other project-related work including topics such as liquidity analysis, fee/term analysis, portfolio company metrics, and portfolio exposures.Writes meeting notes and tracks documents and other qualitative and quantitative information related to our investments.Networks with institutional peers and managers to stay informed about investment trends and discovers compelling investment opportunities.Collaborates with team members in other asset classes to share best practices, refines underwriting and reporting processes, and conducts topical analysis.Interfaces with colleagues on the Risk and Investment Operations teams to investigate and resolve issues in a timely manner.Interacts with multiple constituencies across the University as well as external partners and audiences. Represents the University at meetings with managers, peers, and at industry events.Prepares exhibits for use in presentations to the management team and Investment Committee.Focuses on a primary asset class, gaining exposure to various asset classes through a scheduled analyst rotation.Assists with sourcing and due diligence of potential new investments and performs industry analysis to determine investment attractiveness of various investment strategies.Performs other related work as needed.Preferred QualificationsEducation:Coursework in finance, economics or accounting.Certifications:Work towards a CFA designation.Technical Skills or Knowledge:Bloomberg, Cambridge Associates data and benchmarking processes.Skilled in data analytics.Software programs such as AirTable and Tableau.Advanced Excel skills and proficiency in Microsoft Office products.Learn various software programs used by the Investment Office.Preferred CompetenciesStrong analytical skills, including the ability to grasp complex data problems and collaborate with senior team members to enhance analytical frameworks to identify unique insights.Strong writing skills. Drafts investment previews and memos. Identify and distill relevant facts and present them in a concise manner. Record meeting notes, identify themes/concerns, draw conclusions, and identify next steps.Strong verbal communication skills. Communicate effectively with the team, external constituents, and the broader Investment Office. At times, the Analyst will be tasked with being in the weeds, and at other times, looking at the bigger picture. Adept at moving between these two perspectives.Strong organizational skills. Operate with a great deal of autonomy and manage work processes, communicate work flows, and ensure deadlines are met, often in an environment with changing priorities.Exemplary work ethic. The Investment Office is fast-paced and the team processes a considerable volume of activity. Enjoy and embrace this type of work culture.An interest in portfolio management and institutional investing. Curiosity and a continuous desire to expand their knowledge of the investment process, capital markets, decision-making, and economics.Function effectively as a team member and work independently as needed.Thorough professionalism. Exposure to confidential information and high-profile individuals. Maintain strict confidentiality and exercise sound judgement.Working ConditionsOffice setting Monday-Wednesday; remote optionality Thursday and Friday.Some US travel.Application DocumentsResume/CV (required)Cover Letter (required)The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via the Applicant Inquiry Form.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.

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