St. John’s, established in 1870, has three New York City campuses; international locations in Rome, Italy; Limerick, Ireland; and Paris, France; and study abroad locations around the world. The Princeton Review and other top rankings consistently recognize the University’s outstanding academics, diverse student body, dynamic internship, and volunteer opportunities, focus on student life, and diverse study abroad offerings. St. John’s University offers more than 100 undergraduate and graduate programs in its six colleges and schools, with a growing number of programs offered online. The University is accredited by the Middle States Commission on Higher Education and 12 other major academic and professional associations.  

A dedication to diversity, equity and inclusion is at the heart of our mission.  As a Catholic and Vincentian university, St. John’s is committed to institutionalizing practices of inclusive excellence to ensure that we welcome and celebrate the intrinsic worth of all members of our community.  We will become an even stronger university as we enhance equity at every level of our institution. Our graduates will excel in the competencies and values needed for leadership and service in a rapidly evolving world.   

Position Summary

St. John’s University is seeking an Investment Analyst or Investment Associate to help manage the University’s endowment.  You will be a critical team member, collaborating closely with the Chief Investment Officer (CIO) on all aspects of managing the endowment, including portfolio analysis and reporting, investment manager due diligence, and investment committee recommendations across all asset classes, strategies, and geographies.  This is a generalist role offering broad exposure and exceptional growth opportunities. 

Investment responsibilities will include:

• supporting the CIO in sourcing, screening, and analyzing prospective investment managers, including analysis of investment strategy, process, organization, portfolio positions, performance, and investment structuring
• monitoring and engaging with investment managers on a variety of topics (e.g., diversity, ESG)
• attending manager meetings, conferences, and industry events
• researching themes, strategies, asset classes, sectors, and other topics
• developing a deep understanding of portfolio rebalancing, portfolio construction, and risk management
• recommending new workflows, analytics, diligence procedures, and reporting outputs that enhance the overall efficacy and efficiency of the team’s investment underwriting and decision-making
• collaborating with St. John’s undergraduate and graduate student-managed investment funds, which include two public equity funds and a blockchain fund (currently ~$11 million across the three funds)
• helping manage and grow the Investment Office internship program
• contributing to a culture of intellectual curiosity and analytical rigor
• maintaining and growing St. John’s reputation for excellence and credibility within the University community and throughout the investment management industry

Investment operations responsibilities include:

• monitoring market values, performance, transactions, and other data in the endowment’s portfolio management software
• preparing materials for the Investment Committee and other constituents
• assisting with cash forecasts and developing endowment spending models
• completing subscriptions, redemptions, surveys, questionnaires, and other documentation
• undertaking special projects as requested

Competencies

The successful candidate must have a deep passion for investing, strong analytical skills, familiarity with institutional investment management, and a demonstrated track record of success.  Additional qualifications include:

• strong work ethic and discipline, organizational skills, and an acute attention to detail
• ability to independently set goals, prioritize tasks, and manage simultaneous projects
• superior written, verbal, listening, and interpersonal skills
• excellent financial modeling (MS Excel) skills
• proactive self-starter and focused on continuous improvement
• enthusiasm for being part of the University and contributing to its mission
• positive, can-do attitude
• unquestionable ethical standards and the highest level of integrity, intellectual capability, honesty, and personal responsibility

Travel

Travel is primarily local (e.g., Manhattan, Connecticut, New Jersey).  Non-local domestic travel may be required.

Required Education and Experience

• Bachelor’s degree with demonstrated academic ability, preferably in finance, accounting, economics, or business administration.
• Experience in institutional investment management, investment banking, finance, consulting, or accounting. 

Preferred Education

An interest in pursuing the CFA and/or MBA. 

For full consideration, please apply online by November 6, 2024.