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Investment Analyst

Banking & Investment Services
Hybrid - Work Model
Posting Category:

Under administrative direction, position assists with the operations of the System's investment program to successfully achieve established System and departmental objectives.

Additional responsibilities include:

• Input investment returns and market values for System Endowment and Operating Pools. Maintain returns in database.
• Prepare reporting on various investment topics, which includes but is not limited to the monthly State-mandated Public Funds disclosures and quarterly investment allocation summary.
• Prepare and record investment transactions, including capital calls, distribution receipts, and investment fees.
• Serve as a resource in the development and maintenance of the Investment SharePoint site.
• Retain investment contracts and monitor expiration dates and renewals of contracts in the relevant contract database.
• Manage retention of documentation in accordance with procedure, including maintenance of current authorized signatory forms with counterparties.
• Maintain documentation and backup related to investment accounts and reconcile monthly statements to actual and budget.
• Maintain documentation on companies listed as security assets for the Office of Technology Management.
• Create ad hoc reports and assist in the development of presentations for management.
• Participate and record minutes for semiannual Investment Advisory Council and Investment Governance and Risk Management meetings, as well as select quarterly manager and consultant performance reviews.
• Participate in the selection process for investment counterparties.
• Serve as a liaison and represent the System Office of Investments with System staff and investment counterparties.
• Independently manage and prioritize multiple projects. Recognize matters requiring immediate attention requiring investment decisions on short notice.
• Other duties as assigned appropriate for the position of Investment Analyst.

• Bachelor's degree in Business or related field.

Required:

• Strong oral and written communication skills.
• Ability to work independently and show initiative.
• Proven organizational skills along with the ability to handle multiple tasks simultaneously and meet deadlines with accuracy.
• Excellent analytical skills needed to read, interpret and review documents and reports.
• Strong computer skills, including proficiency in Microsoft Outlook, Word, Excel and PowerPoint.
• Good interpersonal skills to build effective working relationships with internal and external constituents.
• Demonstrated experience working as a team.

Application Procedures & Deadline Information
For full consideration, candidates must apply and submit a letter of application, resume, and names/addresses/phone numbers of three professional references by 6 pm on 5/11/2023 or visit https://www.hr.uillinois.edu/employment.

System Human Resource Services
(217) 333-2600
erhr@uillinois.edu

The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, sexual harassment/misconduct disclosures, and employment eligibility review through E-Verify.

Applicants with disabilities are encouraged to apply and may request a reasonable accommodation under the Americans with Disabilities Act (2008) to complete the application and/or interview process. Requests may be submitted through the reasonable accommodations portal, or by contacting the System Human Resource Services, Diversity, Equity and Inclusion at 217-333-2600, or by emailing erhr@uillinois.edu.

Requisition ID: 9000497
Job Category: Academic Professional
Campus Location: Urbana