Senior Investment Analyst

  • Philadelphia Pa
  • 03/18/2023
Job expired!

For a better experience, click the icon above to turn off Compatibility Mode, which is only for viewing older websites.

Careers at Drexel
About Drexel University

Located in the heart of Philadelphia, Drexel University is a world‐class, comprehensive, R1 research institution and a global leader in experiential education. For more than 100 years, our renowned Cooperative Education (co-op) program has enabled students to gain professional work experience before they graduate, setting them apart from their peers.

Committed to becoming the nation’s most civically engaged university, Drexel supports engagement along three dimensions: research and academic programs that directly benefit communities, business practices that support equitable local and regional economic development, and public service by students, faculty, and staff. Our engagement is long‐term, multigenerational, and fundamental to the University’s mission, heritage, and future.

At Drexel, we are devoted to fostering an inclusive and welcoming environment that promotes healthy lifestyles and is based on integrity, trust, and respect. We center equity, inclusion and belonging, and incorporate an anti‐racism approach to our strategic plan, organizational systems, policies and structures.

Drexel offers its highly engaged faculty and professional staff a comprehensive and world‐class benefits package that includes generous vacation and paid time off as applicable (including civic engagement days), up to an 11% 403(b) Retirement Plan match with immediate vesting, and remote and flexible work options for many roles. Our exceptional medical plans include domestic partner and fertility assistance and our award‐winning A Healthier U wellness program. In addition, faculty and professionalstaff at Drexel enjoy free tuition for themselves and their dependents for Drexel degree programs, certification, and non‐certification programs. And as part of the tuition offering to employees, Drexel participates in a tuition exchange program for dependents with other higher education institutions. These are just a sample of our extensive benefit offerings. Please see this Benefits Brochure for more information.

Senior Investment Analyst

Apply now Job no: 499710
Work type: Full-Time
Location: Remote, Other - Philadelphia, PA
Categories: Finance and Administration

Title: Senior Investment Analyst

Location: 3141 Chestnut Street, Philadelphia, PA 19104 

Manage investments in the Drexel University endowment fund, under the guidance of the Drexel University Board of Trustees Investment Committee. Implement asset allocation policy as well as retain, monitor, and select investment managers. Track and source new investment opportunities; participate in due diligence process for new and existing investments; lead investment reporting process, including creating internal performance reports and managing the investment performance reporting process with external consultants; perform risk analyses on the investment portfolio using knowledge of the Caissa risk analytics system; train junior staff members on performance reporting and risk analytics systems and processes; act as department contact on all issues related to Environmental, Social, and Governance (ESG) investing; analyze investment manager regulatory filings, including Form ADV and proxy reports; and work with various ESG data providers including MSCI ESG, Bloomberg ESG Data, DJSI, and ISS. Position 100% remote, can work anywhere in the continental U.S.

Job Requirements

Bachelor’s degree (or foreign equivalent) in Economics, Finance, Accounting, or a related field and four (4) years of investment experience implementing asset allocation policy; retaining, monitoring, and selecting investment managers; participating in due diligence process for new and existing investments; and performing risk analyses on the investment portfolio using knowledge of the risk analytics system; as well as three (3) years of experience working with the Caissa risk analytics platform; and working with Environmental, Social, and Governance (ESG) investment principles and third-party ESG data providers including MSCI ESG, Bloomberg ESG Data, DJSI, and ISS.

Advertised: Oct 14 2022 Eastern Daylight Time
Applications close: Nov 15 2022 Eastern Standard Time

Great, we can send you jobs like this, if this is your first time signing up, please check your inbox to confirm your subscription.

The email address was invalid, please check for errors.

Drexel University Finance and Administration is seeking a Senior Investment Analyst.

Drexel University Finance and Administration is seeking a Senior Investment Analyst.

Drexel University is an Equal Opportunity/Affirmative Action employer that welcomes individuals from diverse and neurodiverse backgrounds and perspectives, and believes that an inclusive and respectful environment enriches the University community and the educational and employment experience of its members. The University prohibits discrimination against individuals on the basis of race, color, national origin, religion, sex, sexual orientation, disability, age, status as a veteran or special disabled veteran, gender identity or expression, genetic information, pregnancy, childbirth or related medical conditions and any other prohibited characteristic. Please visit our Policies page to view all University policies related to Human Resources and News and Announcements for workplace postings.

Background investigations are required for all new hires as a condition of employment, after the job offer is made.

Please note, the city of Philadelphia has mandated the COVID-19 vaccination for all Universities. More information can be found in the COVID-19 Vaccination Policy .

Drexel University, in compliance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) publishes the Drexel University Security & Fire Safety Annual Report for current and prospective students and employees. This report contains important safety information and crime statistics for the previous three years. These statistics pertain to reported crimes that have occurred on campus, in certain non-campus buildings or properties that are owned or controlled by Drexel University, and on public property within, or immediately adjacent to and accessible from the campus.

Printed copies of this report are also available by calling the Public Safety Administrative Office, 215.895.1550.

Additional information about the services provided by the Drexel University Department of Public Safety can be obtained by visiting their website.