Investment Analyst II

Posting Details

Position Information

Job Title Investment Analyst II
Department V P for Investments/Treasurer
Full Time/Part Time Full-Time
Requisition Number S18141
Open Date 10/10/2017
Close Date
Salary Information

Salary Commensurate with Experience and Qualifications

Work Schedule

Monday through Friday, 8 a.m. to 5 p.m.,
weekends and evenings as needed.

Benefits Eligible Yes
Eligible for Overtime No
Position Summary

The Rice University Endowment was $5.4 billion as of June 30, 2016. The Rice Endowment ranks in the top 20 endowments of private research universities (by market value) in the US. The endowment is critical to the university’s ability to achieve its goals. The annual distribution from the endowment funds nearly half of the university’s annual operating budget. The Rice Management Company (RMC) was established October 1, 2009, as a division of Rice University. The goal of the RMC is to provide a stable source of funding for current university operations and to preserve and grow the purchasing power of the endowment to benefit future generations of students. The RMC is responsible for all endowment matters of the university including asset allocation, the selection and termination of investment managers and monitoring performance of the portfolio, and reporting to the Rice Management Company Board of Directors. The endowment primarily utilizes outside investment managers and invests globally across all asset classes. The Investment Analyst position is a full-time, pre-MBA role. The Investment Analyst will be actively involved in all aspects of investment and manager research for the Rice Endowment to support the investment team. The generalist role will allow an analyst broad exposure across asset classes. Analysts must have strong work ethic, attention to detail, quantitative and analytic skills, the ability to work in teams, self-motivation, good written and communication skills experience with computers, attention to detail, and an interest in investing.

This is a two-year term appointment with the possibility of an additional third year extension.

Education Required Bachelor's Degree
Concentration / Degree Type
Substitution for Education Requirement

Experience may not be substituted for the education requirement.

Education Preferred
Experience Required 2 years
Type of Experience

Analyst experience at a consulting firm, investment bank, or investment firm.

Substitution for Experience Requirement

Education may not be substituted for the experience requirement.

Experience Preferred
License/Certification Required
License/Certification Preferred
Skills Required

- Demonstrated quantitative and analytic skills.
- Expertise with computer programs, Excel, PowerPoint, Internet research.
- Good written and oral skills.
- Strong work ethic and willingness to work until the task is completed successfully.
- Ability to work in a small team environment.
- Self-motivated, passion for learning, desire to learn about investments.
- High moral character.
- High academic achievement.

Skills Preferred
Internal / External Contacts

Contact with other RMC staffers.
Contact with external investment partners.

Physical Demands

This position mainly works at a computer terminal.

Working Conditions

Standard 40-hour work week.

Security Sensitive Yes
Special Instructions to Applicants

In order to be considered, all applicants must attach a writing sample. This writing sample can be on any subject matter of your choosing.

Quick Link for Posting http://jobs.rice.edu/postings/12017

Job Duties

Job Duty Name
Description of Job Duty

- Complete other duties as assigned.

Percentage of Time 5
Job Duty Name
Description of Job Duty

- Assist in the monitoring of existing managers of the public and private investments portfolios.
- Prepare reports for the routine review of asset class level performance.
- Assist in the screening and due diligence process for new managers.
- Document manager due diligence process.
- Assist with the development of and maintenance of asset class models and databases.
- Participate in investment research projects from asset allocation to security level review.
- Assist in the preparation of materials for quarterly board meetings.

Percentage of Time 95

Applicant Documents

Required Documents
  1. Cover Letter
  2. Resume
  3. Writing Sample
Optional Documents

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Do you have a bachelor's degree?
    • Yes
    • No
  2. * Do you have two or more years of analyst experience at a consulting firm, investment bank, or investment firm?
    • Yes
    • No