The University of Florida Investment Corporation (“UFICO”) promotes the educational and research purposes of the University of Florida (UF) by providing investment research, advice and management services to UF and its affiliated organizations. In doing so, UFICO serves as a fiduciary for the financial assets that have been entrusted in its care. UFICO manages assets totaling just over $6 billion including UF’s endowment pool, its long-term strategic reserves and certain operating funds Details below.
SUMMARY
UFICO is seeking a highly motivated professional to serve as a member of the investment team supporting the
Partnership Management and Portfolio Management Teams. The Analyst will have a primary focus on researching and analyzing private investments (Private Equity, Venture, Real Estate, Private Credit, etc.) but will gain exposure across all asset classes and strategies. S/he will be charged with identifying and sourcing investment opportunities, researching prospective investment managers, and evaluating current managers.
MAIN RESPONSIBILITIES
• Assist senior team members in the ongoing monitoring of managers through meetings, calls and reviews of periodic investment reports. Articulate key information and independent conclusions to investment team. Document appropriate information in UFICO’s investment database.
• Assist with performing due diligence to evaluate potential investments opportunities, including sourcing and evaluating external managers as well as keeping abreast of market conditions.
• Aid with modeling forward-looking expectations and “nowcasting” of portfolio valuations.
• Work with colleagues to contribute to the asset allocation and risk allocation process.
• Coordinate with the operations and investment teams to ensure accurate accounting and performance data is maintained in the portfolio management system as well as document underlying positions and investment exposures.
• Generate reports for both internal and external stakeholders, including monthly pro-forma reports and quarterly reports for the UFICO Board of Directors. Work with senior team members to enhance
reporting of portfolio performance, positioning, and risk statistics.
IDEAL QUALIFICATIONS
• Bachelor’s degree. Preferable concentration in engineering, science, math, finance, economics or related quantitative/analytical field.
• Up to five years’ experience at an asset manager, consulting firm, endowment/foundation, family office, Outsourced Chief Investment Officer (OCIO) or other sophisticated investment platform.
• Proficiency with Microsoft Office, specifically Excel and PowerPoint. Aptitude and willingness to learn new technologies: Backstop, Solovis, Bloomberg and other analytics and portfolio management tools.
• Strong quantitative analytical skills. Excellent written/verbal communication. Slide writing skills.
• Understanding of financial and investment concepts and portfolio statistics required.
• Demonstrated capacity of critical thinking and intellectual curiosity.
• Strong interest in supporting the work of a university endowment.
• Willingness to travel domestically and internationally if required (up to 25% travel expected).
• Intellectually curious, critical thinker, and team player with strong interpersonal skills fitting a
collaborative environment. Flexible and willing to contribute beyond scope of responsibility.
For consideration, send resume to tmcinerney@pinnaclegroup.com with the subject “Analyst – [your name]”
Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.
