Investment analyst

Investment Analyst - Hybrid

Banking & Investment Services

• Hybrid

Posting Category:

Sponsorship for Work authorization is not available for this position.

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

DUTIES AND RESPONSIBILITIES

• Enter and maintain investment and benchmark return data and market values for the System's Long-Term Investment and Operating Pools, ensuring accuracy through database management and reconciliation with managers.
• Reconcile daily investment transactions between the custodian and the investment analytics/reporting platform.
• Perform monthly reconciliations of valuations and unfunded commitments with investment managers and the investment analytics/reporting platform to ensure data integrity.
• Prepare and deliver reports on a variety of investment topics, including but not limited to monthly State-mandated Public Funds disclosures and quarterly Operating Pool summaries.
• Prepare and record investment transactions, including capital calls, distributions, and investment fees.
• Maintain contracts within the Investment Office, including monitoring expiration dates and renewals, within the contract database; initiate required purchase orders for applicable vendors.
• Manage documentation retention in accordance with procedures, including maintenance of current authorized signatory forms, financial statements, and tax documents.
• Reconcile and maintain documentation and supporting materials related to investment accounts and reconcile monthly statements to actuals and budget.
• Maintain documentation on companies designated as security assets for the Office of Technology Management, as well as SAFE agreements for University stakeholders.
• Compile and submit program metrics for peer surveys.
• Develop ad hoc reports and assist with the preparation of presentations for management.
• Record minutes and participate in semiannual Investment Advisory Council meetings, Investment Governance and Risk Management meetings, and select quarterly manager and consultant performance reviews; attend due diligence visits as appropriate.
• Serve as a liaison representing the System Office of Investments with internal staff and external counterparties.
• Independently manage and prioritize multiple projects, identifying matters requiring immediate attention and facilitating timely investment decisions.
• Perform other duties as assigned, appropriate for the position of Investment Analyst.

QUALIFICATIONS

• Bachelor's degree in Business or a related field, or completion of degree requirements by December 2025.

Preferred:

• 1-3 years of Investment experience
• Demonstrated interest and/or experience in investment operations

KNOWLEDGE AND EXPERIENCE

• Strong oral and written communication skills.
• Ability to work independently and show initiative.
• Proven organizational skills along with the ability to manage 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.

APPOINTMENT INFORMATION
This is a Full Time academic professional position. The expected start date is 12/16/2025. Sponsorship for Work Authorization is not available for this position. System Office jobs such as this one are not eligible for the Referral Program.


The budgeted salary range for the position is $65,000.00 - 75,000.00. Salary is competitive and commensurate with qualifications and experience, while also considering internal equity.


Benefits eligible positions include a comprehensive benefits package which offers: Health, Dental, Vision, Life, Disability & AD&D insurance; a defined benefit pension plan; paid leaves such as Vacation, Holiday and Sick; tuition waivers for employees and dependents. Click for a complete list of Employee Benefits.



APPLICATION PROCEDURES & DEADLINE INFORMATION
For full consideration, please click APPLY NOW on this page to submit an application, references and cover letter through our job board by 6 pm on 11/19/2025.

System Human Resource Services
(217) 333-2600
[email protected]

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 [email protected].

Requisition ID: 9000890

Job Category: Academic Professional

Campus Location: Urbana

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