Responsibilities
- Monitor managers across public and private markets
- Contribute research on new strategies
- Collaborate with accounting, custodians, consultants, and investment managers
- Join introductory meetings with 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
- Lead onsite diligence
- Assist with manager searches from outreach through evaluation
- Help source new opportunities that strengthen the portfolio
Benefits
- Outstanding benefits
- Mental health offerings
- Free snacks
- IU spirit-wear Fridays
- Food truck lunches
- Holiday gatherings
- Costume contests
- Spontaneous gestures that surprise and delight
- Community leadership and service opportunities
- Support for career growth
- Financial, emotional, and professional support through total rewards philosophy
Additional Information
- Travel up to 30% of the time
- Hybrid work schedule available after onboarding
- Cover letter highly encouraged
- Must enroll in CFA program upon hire if not already enrolled; expectation to complete during tenure
- IUF will support continuing education by funding course and certification materials
