The Investment Analyst will support Liberty University’s Chief Investment Officer and the investment team in the management of Liberty’s endowment assets. The analyst will develop generalist skills across multiple asset classes including Public Equity, Fixed Income, Real Estate and Alternatives, by supporting multiple portfolio management activities such as investment research, investment reporting, performance measurement, special projects and analyses.
The Analyst will assist senior leadership to prudently monitor LU’s Investable Pools for Biblically Responsible Investing (BRI) in accordance with the approved BRI framework and promote the intentional selection of investment managers who meet the financial objectives within the IPS and materially align with LU’s Christian mission.
This position will require travel for onsite diligence, industry conferences, and relationship development.
The Analyst position is an onsite Lynchburg position. Therefore, the position is expected to professionally and actively participate in the Lynchburg community and LU’s on-campus activities.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

The Investment Analyst will be expected to support LU’s investment program through the implementation and execution of the investment strategy within legal and policy guidelines while performing other tasks, as assigned. These include but are not limited to the following:

• Conduct qualitative research and quantitative analysis supporting the investment program.
• Assist in onboarding and maintaining custodian system, portfolio management software and data management systems keeping investment record accurate and up to date.
• Attend and participate in fund manager meetings and record meeting notes, with increasing ability to ask thoughtful questions.
• Assist senior team members in sourcing and evaluating prospect fund managers, including downloading data room and storing/updating data properly, preparing diligence notes, and learning to analyze investment strategy, process, organization, portfolio positions, competitive landscape and track record.
• Assist in the preparation of presentation materials for stakeholders such as Investment Committee
• Assist in onboarding and maintaining custodian system, portfolio management software and data management systems.
• Utilize multiple sources to aggregate portfolio data an index data to design portfolio exposure report
• Assist senior team members in researching industry/sectors to form investment thesis
• Work closely with custodian bank in month end closing and reconciliation, and prepare customized performance report for the investment team
• Assist in monitoring existing investments including categorizing/storing/reviewing quarterly letters, manager correspondence and support the senior team in preparing quarterly performance analysis
• Prepare subscription documents and coordinate LPA reviews
• Monitor capital calls and distributions and provide monthly cash flow update
• Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations.
• Work effectively with other university departments such as the accounting and legal office.
• Assist with information requests from financial auditors, legislative and regulatory agencies, and others.
• Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations.
• Actively participates in the Lynchburg community and LU’s on-campus activities.
• Strictly adheres to Liberty University policies, representing the University in an exemplary manner.
• Works effectively as a team member, embracing and fostering LU’s Christian model and Mission – Training Champions for Christ.

SUPERVISORY RESPONSIBILITIES  

• None

QUALIFICATIONS AND CREDENTIALS

Education and Experience

• Bachelor’s degree in economics, finance, business related, mathematics or computer science.
• Minimum 6-8 months experience in Investment office (internship or employment) setting with portfolio management and assets
• Some level of knowledge in portfolio management, various asset classes
• Have the aspiration to complete CFA
• Intellectual capacity for learning multi-disciplinary subjects
• Attention to details and well-organized in required tasks
• Resourceful and self-motivated, can complete projects without too much supervision
• Ability to work independently and work in a team environment
• Ability to incorporate qualitative and quantitative analyses in the evaluation of investment strategies, investment processes, and investment performance.
• Strong communication skills and the ability to present perspectives and recommendations, both verbally and in writing, in a clear and logical manner
• Independent thinking
• Self-motivated and directed, possessing an ability to motivate others.
• The highest level of integrity, honesty, and sense of fiduciary duty
• Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
• Individual must not be in default on any federal student or parent loan.
• Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB

Communication and Comprehension

• Ability to effectively communicate both verbally and in writing to convey clear, well articulated information.
• Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.
• Possess public communication skills that allow professional representation of Liberty University to a variety of business and community customers and associates.
• Display self-motivation and multi-tasking skills.
• Possess excellent listening and discerning skills.
• Strong organizational skills.
• Excellent Computer skills

Problem Solving

• Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Physical and Sensory Abilities

• May be required to travel locally within Virginia and out of state for conferences and/or meetings.

• Frequently required to sit for extended periods of time to perform deskwork or type on a keyboard.
• Regularly required to hear and speak in order to effectively communicate orally.
• Frequently required to stand, walk, and climb stairs to move about the campus.
• Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business.
• Regularly lift 10 or fewer pounds.

WORKING CONDITIONS

Work Environment

The working environment in which one will typically perform the essential functions of this position is a climate-controlled setting.  It is well lighted, and the noise level is moderate.  Working environment may include facilitation of events outdoors occasionally.  

Driving Requirements

If the employee is required to travel in performing the duties and responsibilities of the position, the use of one’s personal vehicle may be required for travel.  Proof of a valid driver’s license, an acceptable DMV record, LU Driving Approval, and liability insurance is required when driving in the performance of the employee’s position.

 

 

Time Type

Full time

Location

Onsite

 

 

Pay Range

Compensation is determined based on factors such as qualifications, experience, education, skills, and certifications, along with University needs and external market conditions. Market benchmarks may be used, as appropriate, in combination with internal equity to ensure pay is fair and aligned with the broader compensation structure.

The position may also be eligible for comprehensive benefits, including health insurance, retirement plans, and tuition assistance.

 

 

$65,000.00 - $80,000.00

 

 

The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner. In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including state of employment protected classes. It is, therefore, our policy and intention to evaluate all employees and prospective employees strictly according to the requirements of the job. All personnel related activities such as compensation, benefits, transfers, job classification, assignments, working conditions, educational assistance, terminations, layoffs, and return from layoffs, and all other terms, conditions and privileges of employment will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including all applicable state of employment protected classes. The University is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. The University’s hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the “religion” component of the employment discrimination laws for religious organizations (including educational institutions), and permits them to give employment practice preference to members of their own religious beliefs.