Finance · Full-time · Charlottesville, United States
Job Summary
This professional will be a core member of Investure’s Investment Team focusing on Portfolio Management and will be an important participant in all aspects of portfolio construction decision-making. Investure operates with a long-term, ownership-oriented, fundamental investment philosophy, and this person will contribute to the execution of that philosophy through a combination of (i) sourcing macroeconomic and thematic investment opportunities, (ii) developing tools and processes to inform portfolio management decision-making, (iii) monitoring and managing portfolio risk exposures, (iv) creating process to ensure data accuracy, and (v) executing portfolio-shaping trades.
Candidates must be innately curious, self-catalyzing, and open-minded. The ideal candidate will demonstrate a strong work ethic, a passion for investing, strong quantitative abilities, and the ability to execute with a balance of creativity and discipline. Cultural fit, humility, and maturity are imperative. The Investment Team operates on a hybrid schedule of four days in-office (subject to travel).
The Company
Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select number of non-profit endowments and private foundations. Managing assets of approximately $17 billion, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes, including fixed income and credit, global public equities, alternative investments (e.g., hedge funds, private equity, venture), and real assets. Investure has a fast-paced culture where there is a vast opportunity for learning and strong expectation of teamwork, collegiality, and integrity. We are a mission-driven organization that values continuous improvement, excellence, and employee engagement.
Essential Functions
Enhance the robustness of markets research efforts by identifying macro trends and proposing top-down investment opportunities.
Monitor factor exposure, liquidity, and other risk characteristics of the top-down portfolio and make recommendations for rebalancing or otherwise adjusting such exposures.
Lead projects to design and develop new portfolio management tools and processes, leveraging quantitative and programming skills.
Perform bespoke modeling or other analysis as needed, to support client requests or to make portfolio shaping decisions.
Coordinate with the broader Investure team to ensure client reporting is correct, month end liquidity needs are met, and debt covenants and policy statement limits are all in compliance.
Execute trades across a variety of public markets.
Responsibilities and title will ultimately be commensurate with the professional’s experience and demonstrated faculties and judgment.
Education, Experience & Skills
Bachelor’s degree required; finance, math, business or technical degree preferred; MBA or CFA a plus
5+ years professional work experience in investments; direct trading experience a plus
Excellent quantitative aptitude and Excel modeling capabilities; database management and programming skills a plus
Experience designing and leading process improvement projects
Quick learner, process-oriented, with excellent attention to detail
Exceptional work ethic; team player with strong communication skills
Experience collaborating in a multi-disciplinary, diverse, and dynamic team
Guiding Principles
Integrity: Demonstrates unquestioned ethics and credibility. Strives to exemplify the highest ethical standards in both work and personal lives.
Excellence: Has exceptional work ethic. Works both hard and smart. Demonstrates continuous self-evaluation of successes and failures.
Service: Puts the team mission and clients first. Illustrates mission-driven outlook and approach.
Stewardship: Puts long-term interests above short-term goals. Focuses on the greater good.
People: Demonstrates passion and excellent judgment. Treats others with respect, helps when and how needed, and is respectful of the needs of others.
Teamwork: Takes a collaborative and selfless approach. Operates under the “Golden Rule”.
Humility: Comfortable with being wrong. Seeks to learn from mistakes. Willing to do anything necessary to get the job done. Treats all as equals.
Position Based Competencies
Accuracy: Identifies and corrects mistakes; does not repeat past mistakes; demonstrates strong attention to detail.
Problem Solving: Strong analytical skills with the ability to make recommendations and problem solve with sound judgment.
Adaptability: Self-starter with the ability to nimbly manage competing priorities; effectively and positively embraces and manages change. Doesn’t require constant direction.
Relationship Management: Ability to establish strong rapport across all levels and manage enterprise-level relationships.
Process Management: Driven by results but focused on improving processes and efficiency.
Team Orientation: Comfortable taking direction or taking the lead; receptive to feedback.
Communication: Demonstrates clear, thoughtful, and thorough verbal and written skills; professional and diplomatic demeanor.
To apply for this position, interested parties should visit our website: www.investure.com/careers.
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