Senior Investment Associate

Description

The Senior Investment Associate (SIA) will be part of a team of three generalist investment professionals responsible for managing the Lafayette endowment. The SIA will be responsible for supporting the Office of Investments in a broad range of activities, including:

• Evaluating and monitoring a broad range of fund managers, with a focus on Public Equities and alternative investments including Private Markets and Absolute Return Strategies

• Involvement in all steps of the investment review and decision‐making process. Preparing written recommendations and presentations following rigorous investment and operational due diligence to the internal staff and to Investment Committee.

• Participate in all aspects of an Investment Committee (IC) led governance process including IC meetings and the preparation of IC dockets including monthly, quarterly, and annual performance reports for Investment Committee and Board of Trustees meetings.

• Ensuring and maintaining proper documentation of pipeline of investment opportunities, meeting notes, and legal documentation for institutional memory.

• Representing the College at conferences, meetings, and the investment community. Completion of annual surveys and other internal and external requests for information.

• Help to mentor summer interns by working with them on various projects.

 

Qualifications

• Experience evaluating, monitoring, or assisting in the selection of investment managers for an endowment, foundation, family office or fund of funds

• Strong analytical and technological skills

• Demonstrated knowledge of Alternative Investments including Private Markets and Absolute Return Strategies preferred

• Bachelor’s Degree with strong academic credentials, CFA candidate preferred

• Proficiency in Microsoft Excel, Word, PowerPoint

• Willingness to travel domestically and abroad

 

Desired Attributes

• Passion for investing; passion to find great managers and investments; a passion to become a better investor by constantly seeking, absorbing, and thinking about new ideas and information

• Ability to do intensive, “deep dive” analysis on an asset, strategy, opportunity, or manager and communicate the key conclusions with conviction, concision and clarity

• Ability to determine priorities and act with a minimum of supervision in a relatively unstructured environment

• Required: strong team orientation; commitment to respectful culture

 

Application Instructions

Please provide a cover letter, resume and contact information for three references. The position is located in NYC. 

Equal Employment Opportunity Statement

Lafayette College does not discriminate, or permit discrimination, on the basis of race, color, national or ethnic origin, disability, religion, age, military or veteran status, sex, sexual orientation, gender identity or expression, marital or familial status, pregnancy, genetic information, or any other characteristic protected by law in any educational programs and activities it operates, including admissions or employment, as required by Title IX of the Educational Amendments of 1972 (which requires that the College not discriminate on the basis of sex); the Americans with Disabilities Act of 1990 and Section 504 of the Rehabilitation Act of 1973 (which require that the College not discriminate on the basis of disability); Title VI of the Civil Rights Act of 1964 (which requires that the College not discriminate on the basis of race, color, or national origin); Title VII of the Civil Rights Act of 1964 (which requires that the College not discriminate in employment on the basis of race, color, religion, sex, or national origin); the Age Discrimination Act of 1975 (which requires that the College not discriminate on the basis of age); and other applicable laws and College policies.  Individuals may report concerns or questions to the Director of Educational Equity/Title IX Coordinator.  Copies of relevant policies and procedures can be found at https://sash.lafayette.edu/policies-laws/.