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Type of Role: Investments

Experience Level: Intern - Undergraduate

Location: Oakland, California

Salary: $42K - $52K

At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.

POSITION SUMMARY

The UC Investments Office operates across multiple asset classes including public equity, private equity, private credit, real assets, real estate, and absolute return. The Investment Intern will be responsible for supporting the asset class teams, with an emphasis on portfolio analytics and monitoring, quantitative analysis of prospective investment opportunities, and industry research. Interns will rotate across the floor based on needs of the Investment Office. This internship is onsite in Oakland, CA.

RESPONSIBILITIES

40% – Portfolio Monitoring

  • Conduct quantitative and qualitative reviews of the investment portfolio.
  • Analyze performance attribution and performance benchmarking.
  • Create presentation and reporting materials for internal and external stakeholders.
  • Monitor portfolio companies for the achievement of Key Performance Indicators (KPIs).

30% – Investment Research – Primary Funds and Co-Investments

  • Support asset class teams to screen, monitor, and invest in private equity transactions and investment managers through research, due diligence meetings, and portfolio analysis.
  • Support, track, and monitor all phases of the investment process and investment performance.

30– Capstone Project

  • Complete and present the insights of a summer long capstone project focused on a theme or sector deep dive pertinent to the UC Investment Office.

QUALIFICATIONS

Required Qualifications

  • Understanding of and/or demonstrated interest in institutional investing and pension / endowment management.
  • Understanding of company financial statements and key financial performance and valuation ratios
  • Ability to independently conduct research projects and synthesize findings along tight timelines
  • Excellent organizational, interpersonal, and communication skills with an attention to detail.

Preferred Qualifications

  • University of California students preferred.

Education

  • Bachelor’s degree or undergraduate degree in progress with expected graduation in 2025 to 2026.

SPECIAL CONDITIONS

  • This position is based in Oakland, CA.  The selected candidate must reside within the state of California, or be willing to relocate, and will be required to report to work in person in Oakland, CA on a regular schedule.
  • The expected start date for this position is 6/2024 and students currently obtaining their undergraduate degree with a projected completion by summer 2024 will be considered.

SALARY AND BENEFITS

Pay scale:  $20.00 – $24.95 per hour

Full Range:  $16.97 – $24.95 per hour.

Internal job title:  STDT 3.  Job Code 004920.

The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.

Benefits:  For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging

HOW TO APPLY

Please be prepared to attach a cover letter and resume with your application.

APPLICATION REVIEW DATE

The first review date for this job is, 11/15/23.  The position will be open until filled.

CONDITIONS OF EMPLOYMENT

Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

August 2021 Update:  The University of California has issued a policy requiring employees to be fully vaccinated against COVID -19 before physically accessing the University location or programs. Upon hire into a UCOP position, you will be provided detailed instructions on how to comply with this policy including access to the COVID vaccination at no cost. New hires to UCOP who work onsite or will come onsite for any activities at a UCOP or other UC location must comply with this policy within 8 weeks after their start date. The policy allows for employees to request approval for an exception or deferral. UC COVID-19 Vaccine Policy

EEO STATEMENT

The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. EEO/AA Employer UC Nondiscrimination Policy

The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: epost@ucop.edu.