Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
SUMMARY:
Spider Management Company, LLC (SMC), is a registered investment advisor located in Richmond, Virginia. Founded in 2001, SMC provides investment management services to Endowments and Foundations, one of which is the University of Richmond. Spider presently manages the $3.5 billion Endowment of University of Richmond and $2.5 billion of assets for 25 other Endowments and Foundations. Spider manages a diversified portfolio, including both traditional and alternative investments, that aims to provide strong returns for the Endowments and Foundations it supports.
Spider’s analyst program is anticipated to be three years in length and is intended to prepare the appropriate candidate for a career in the asset management industry. As generalists on the investment team, the primary function of the analysts is to provide analytical and research support across the portfolio. This broad exposure across asset classes, investment strategies and geographies, and operational due diligence is designed to provide the candidate with a holistic understanding of the asset management industry. As the analysts move through the program, they will be expected to train and mentor incoming analysts as well as take a greater role in manager sourcing and due diligence. At the end of year three, our hope would be for the analysts to leave with a sense of where the next step in their careers should be, and have built a network and deep knowledge in that space.
RESPONSIBILITIES:
The Investment Analyst will become familiar with all aspects of the investment process and Spider Management Company’s business. The candidate will be involved in manager sourcing and due diligence, monitoring current holdings, reporting (for both internal and external review) as well as other tasks for the operations and investor relations teams as needed.
Key responsibilities include:
Portfolio Monitoring
Manager Sourcing
Market Research
Investor Relations/Operations
QUALIFICATIONS:
EDUCATION & EXPERIENCE:
WORK HOURS:
ABOUT UR:
At the University of Richmond, we’re creative, inclusive, and determined. We’re Spiders, and our mission is to create positive change in the UR community and beyond. Located minutes from downtown Richmond, Virginia, the University of Richmond (www.richmond.edu) blends the intimacy of a small college with exceptional academic, research, and cultural opportunities usually found only at large institutions. There’s only one place like Richmond.
UR is committed to developing a diverse faculty, staff and student body, and to modeling an inclusive campus community which values the expression of differences in ways that promote excellence in teaching, learning, personal development and institutional success. In keeping with this commitment, our academic community welcomes candidates from diverse backgrounds and candidates who support diversity. EOE
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