The Indiana University Foundation is seeking an Investment Analyst to join its Investment Department. This mission-driven organization focuses on making higher education attainable and requires a dedicated professional to support thoughtful portfolio stewardship of the University’s endowment through research, analysis, and clear reporting.
What You'll Do
- Help manage the IU Foundation’s Pooled Long-Term Fund.
- Monitor managers across public and private markets.
- Contribute research on new investment strategies.
- Collaborate with accounting, custodians, consultants, and investment managers.
- Join introductory meetings with investment firms.
- Build presentations on asset classes, liquidity, and market topics.
- Maintain quarterly summaries in the research management system.
- Coordinate and document manager meetings and onsite visits.
- Support the annual audit with timely data.
- Review monthly pricing reports.
- Take primary coverage for a subset of managers as you progress.
- Lead onsite diligence.
- Assist with manager searches from outreach through evaluation.
- Help source new opportunities that strengthen the portfolio.
What We're Looking For
- Bachelor’s degree.
- Experience with Excel and PowerPoint.
- Strong grasp of investment concepts, including portfolio construction, asset allocation, liquidity, and risk management across public and private markets.
- Proficiency analyzing manager materials and financial statements, with the ability to evaluate fund performance and valuation metrics accurately.
- Advanced analytical and quantitative skills, comfort building dashboards, custom reports, and ad hoc analyses.
- Clear and concise communicator with strong writing and presentation skills for internal and external audiences.
- Organized self-starter who manages multiple priorities independently while meeting time-sensitive deadlines.
- Collaborative teammate with sound judgment, professionalism, and discretion.
- High ethical standards, intellectual curiosity, proactive problem solving, and a growth mindset.
Nice to Have
- Bachelor’s degree in finance, economics, business, or a related field.
- 2 or more years of investment experience at an endowment, pension, OCIO or consultant, or wealth manager.
- Enrolled CFA candidate.
- Familiarity with Tableau or other data visualization tools.
- Experience with investment analytics or portfolio reporting platforms, such as MSCI Total Plan, or a research management system.
Technical Stack
- Excel
- PowerPoint
- Tableau
- Investment analytics platforms (e.g., MSCI Total Plan)
- Research management systems
Team & Environment
You will be part of the Investment Department at the Indiana University Foundation, a nimble and innovative organization that works hard, celebrates achievements, and fosters an environment where everyone’s contributions matter.
Benefits & Compensation
- Compensation: $65,000–$75,000/year
- Funding for CFA course and certification materials.
- FUNdation Committee events (food truck lunches, holiday gatherings, costume contests, free snacks, IU spirit-wear Fridays).
- Wellness Committee offerings (outstanding benefits, mental health offerings, and activities).
- Encouragement of community leadership and service.
- Support for career growth.
Work Mode
This is a hybrid position based in Indianapolis, Indiana.
The IUF is committed to providing a safe, respectful, and professional work environment that is free of Discrimination and Harassment. The IUF will not tolerate any form of Discrimination or Harassment based on the Individual’s race, ethnicity, religion, color, sex, age, national origin, genetic information, sexual orientation, disability, gender identity or expression, ancestry, marital status, protected veteran status, pregnancy, or any other basis prohibited by law.
