Investment Officer Job at Oberlin
The Investment Office of
Oberlin College is responsible for the management of Oberlin’s $1 billion endowment. The endowment is broadly and globally diversified among over 80+ external asset managers, including a significant allocation to alternative investments.
The Investment Officer will report to the Chief Investment Officer and assist in the selection, due diligence and monitoring of investment opportunities in a global diversified portfolio of public and private investments. The Investment Officer will work closely with the entire investment team and contribute to all areas of portfolio management. This is a full-time, continuing 12-month Administrative and Professional Staff position.
Responsibilities
- Source and maintain a pipeline of investment opportunities and funds that will provide a strategic advantage to the investment portfolio
- Conduct thorough due diligence (both investment and operations) on prospective investment opportunities including analysis of investment strategy, process, organization, performance, risk and portfolio fit
- Monitor existing investment managers which includes (but not limited to) the tracking and documentation of performance evaluation, fund size, material organizational changes and current events, and complete periodic analytical reviews and onsite meetings
- Prepare formal investment recommendations for new investment opportunities that are presented to the Investment Committee for approval
- Prepare reports for the Investment Office, Investment Committee, Board of Trustees and others as needed
- Conduct research and analysis on a variety of investment topics such as strategic asset allocation, portfolio stress testing, tactical investment strategies, asset class reviews, and hedging instruments to manage exposures
- Provide necessary support for investment operations
- Recruit, train and manage student assistants in the Investment Office
- Maintain the team’s reputation for professional excellence and credibility both inside the College and throughout the investment management community
Essential Job Functions
Marginal Job Functions
Required Qualifications
- Bachelor’s Degree in Finance, Economics, or related fields; MBA or CFA preferred
- 5-7 years of investment experience in an endowment, foundation or related institution
- Solid analytical skills in quantitative and qualitative investment evaluation
- Proven ability to work independently and proactively, in a team and across multiple projects simultaneously
- Excellent interpersonal, communication and presentation skills, both spoken and written
- High level of professional integrity
- Extensive travel required, including internationally
Desired Qualifications
Compensation
A generous compensation package will be offered to the successful candidate, including an excellent benefits package, liberal vacation time, and tuition remission for eligible dependents.
Special Instructions to Applicants
A completed application will consist of a cover letter, resume and list of professional references.
Documents Needed to Apply
Required Documents
Optional Documents
- Cover Letter
- Resume
- List of References
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