Investment Analyst

Date Posted: 04/24/17

Soka University of America is seeking a full time Investment Analyst who will be responsible for the generation, analysis, and execution of investment ideas. The Analyst will assist in the monitoring of existing investment managers.

Responsibilities include but are not limited to:

  • Assisting in managing a comprehensive global portfolio across all major asset classes, including private equity, venture capital, public equities, hedge funds, real estate, natural resources, distressed opportunities and fixed income.
  • Performing extensive due diligence, both qualitatively and quantitatively, on promising new markets and investment opportunities.
  • Sourcing and conducting due diligence on potential new investment opportunities across asset classes globally by meeting with individual managers and attending various investment conferences.
  • Developing networks and relationships to strengthen sourcing and market mapping within all asset class strategies.
  • Conduct valuation analysis and validation in preparation for annual audit.
  • Monitoring and helping manage relationships with existing investment pools. 
  • Collecting, calculating and analyzing statistical information on investment managers.
  • Attending external meetings as a university representative.
  • Managing the securities related gifting program. Assuring that securities are properly registered into the university’s name, recorded, and promptly sold to avoid financial loss to the university.
  • Developing substantial research reports on investment themes, sectors, regions.
  • Assisting in the preparation of materials for board meetings.
  • Maintaining files for investments (quarterly and annual reports, K-1s, 1099’s, legal documents, correspondence).
  • Overseeing the wiring of funds as related to investments.
  • Other functions may be assigned as needed at the direction of the Chief Investment Officer.

Candidates should have:

  • A Bachelor’s degree in Finance, Accounting or a related field.  MBA and/or CFA preferred.
  • High ethical and professional standards.
  • A minimum of five (5) years of relevant investment experience in finance or related experience. 
  • Highly developed, demonstrated knowledge of global financial markets and the broad range of investment structures and security types, including alternatives (absolute return/hedge funds and private equity funds).
  • Strong knowledge of asset class and manager assessment methodologies.
  • Knowledge of investment and risk management concepts.
  • Strong work ethic and attention to detail.
  • Quantitative and analytic skills.
  • Capacity to work well independently and with a team in a high-pressure fast paced environment.
  • Ability to handle confidential matters and exercise diplomacy and discretion.
  • Ability to maintain multiple priorities, projects and adhere to stringent deadlines.
  • Outstanding oral and written communication skills.
  • Proficiency in personal computer systems utilizing databases, word processing, graphics, spreadsheets, to include MS Word, MS Excel, MS Outlook, Access, PeopleSoft and other software.
  • Capacity for developing and sustaining effective relationships with students, administrators, faculty, staff, parents, as well as a variety of outside organizations.
  • A strong evidence of a spirit of collegiality and a strong service orientation.

Successful completion of a background check is required for the final candidate. Salary will be commensurate with qualifications and experience. Soka University of America offers a competitive benefits package. Review of applications will begin immediately and will continue until the position is filled. To apply send a letter of interest, resume, salary history/requirements and three professional references to:

Human Resources
Re: Investment Analyst
Soka University of America
1 University Drive
Aliso Viejo, CA 92656

Soka University of America is an equal opportunity employer.