Investment Specialist jobs in Temple, TX

The Texas A&M Foundation invites applications for the position of Investment Analyst within the Investments team.  

The Investment Analyst is an integral part of the Texas A&M Foundation Investment Team and works directly with the entire team to support all functions of managing the Endowment, with particular focus toward performance reporting, portfolio monitoring and manager due diligence. In addition to supporting the Investment Team in regular processes, the Investment Analyst will complete special projects relevant to the portfolio and broad financial markets. The Investment Analyst will participate in a flat structure and benefit from mentorship by all members of the investment team. 

The Investment Analyst will be part of a three-year Analyst program. Throughout the program, the Investment Analyst will progress in responsibility and work as an asset class generalist across the portfolio. By the end of the program, the Investment Analyst will have led investment underwritings and presented the recommendations to the Foundation’s Board of Trustees. 

The Investment Analyst reports to the Chief Investment Officer (CIO). 

As our Investment Analyst, you'll play a vital role in generating returns for the Texas A&M Foundation with the opportunity to: 

• Prepare written and analytical materials for the Investment Committee, including investment recommendations and quarterly performance reports.  
• Assist in the evaluation of existing and prospective investment opportunities by participating in introductory meetings, update meetings and Annual General Meetings. 
• Utilize various software (MS Office, eVestment, Caissa, Burgiss), databases and spreadsheets to assist in monitoring investment manager compliance, performance, and generating reports as requested. 
• Contribute to discussions and present on various topics at the weekly team meeting. 
• Collaborate closely with investment team in their regular work and with any ad-hoc projects.

A successful Investment Analyst will display: 

• A high level of intellectual curiosity, humility, and self-motivation. 
• Unquestionable integrity and alignment with the rest of the investment team. 
• Ability to collaborate well in a small and flat team environment. 

Position Requirements: 

• Bachelor’s degree. 
• Ability to work with numbers with a high level of accuracy. 
• Excellent written and verbal communication skills. 
• Must be able to work under time constraints. 
• Strong organizational skills. 
• Maintain confidentiality regarding investment portfolios. 
• Commitment and passion for investments and financial markets. 

 Are you ready to leave a lasting impression by effectively communicating the transformative effects of philanthropy?  Apply to join our team of Passionate Professionals Dedicated to Purposeful Philanthropy. 

Preferred Attributes: 

• Preference will be given to those with a bachelor’s degree in finance, accounting, business administration, economics, or related technical field. 
• Graduated or will graduate between December 2023 and December 2024 from Texas A&M. 
• Possess functional knowledge of spreadsheet and database applications, specifically Microsoft Excel. 
• Previous internship experience within a finance or investment field. 
• Working understanding of finance and accounting methods. 

MISSION: 

The Texas A&M Foundation builds a brighter future for Texas A&M University, one relationship at a time. 

VISION: 

The Texas A&M Foundation vision is to be among the most trusted philanthropies in higher education. 

GUIDING PRINCIPLES: 

• We believe in the cause. 

• We believe that people matter. 

• We believe in selfless service. 

• We believe in the future. 

To apply for this position, please apply online at https://www.txamfoundation.com/about-us/careers.aspxt/careers.aspx.  

*If you need assistance or have any questions, please contact careers@txamfoundation.com  

Texas A&M Foundation is an Equal Employment Opportunity Employer. 

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