Liberty University Investment Office (LUIO)’s Summer Temp position will support the Investment office in the management of Liberty’s endowment assets. This individual will primarily focus on helping organize e-filing of internal documents, record manager meeting notes, format presentation, conducting ad hoc projects, and developing basic skills across multiple asset classes by getting involved in activities such as investment research, investment reporting, special projects, and analyses.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Responsibilities and Duties:

• Assists with investment research projects and any special assignments as requested.
• Participates in team meetings and helps recording meeting notes.
• Assists with preparing LUIO’s presentation materials.
• Organizes and categorizes investment managers’ files.
• Assists with LUIO’s website design.
• Assists with LUIO’s CRM system search.
• Assists LUIO’s operations team with custodian on-boarding as requested.

QUALIFICATIONS AND CREDENTIALS

Preferred Qualifications:

• Previous Customer Service experience
• Pursuing Degree in business related field or CFA designation

Minimum Qualifications:

• Working knowledge of Microsoft Office Outlook, Excel, PowerPoint and Word
• Strong oral and written communication skills and strong attention to detail.
• 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

• Exhibits intellectual curiosity, critical thinking and attention to details.
• 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.
• 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

• 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
• Occasionally required to stand, walk, and climb stairs to move about the building
• 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 office setting.  It is well lighted and the noise level is moderate.

Target Hire Date

2025-05-01

Time Type

Part time

Location

Lynchburg – In Office

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.