Investment Analyst

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The Office of Financial Services is looking to hire a full-time Investment Analyst who will support efforts to manage the university's Operating Fund Portfolio. The Analyst will work closely with a small and collaborative team within the university's Treasurer's Office focused on positioning the portfolio to effectively meet the liquidity needs of the university while also generating strong risk-adjusted returns.

Supports the oversight of portfolio asset managers, including monthly/quarterly performance and risk reporting, meeting participation, annual reviews, and payment of invoices. Prepares monthly reports as well as contributes to quarterly deliverables for the university Investment Working Group (IWG). Supports other separately invested funds, including self-insurance pools, affiliated entity portfolios, and economic development fund as needed. Responsible for execution of trades, rebalancing, and liquidity needs for pools. Serves as the primary contact for custodial services.

The position is primarily focused on fixed income strategies but will offer unique opportunities to gain insight into other asset classes, including public equities. The Analyst will assist in advancing the investment strategy while doing so in a rewarding environment that helps further the mission of The Ohio State University.

This Investment Analyst role is a two-year term position. Investment Analyst will be considered for a full-time permanent position at the end of the term based on performance and team staffing needs.

This is an in-person role based at the Ohio State University’s main campus in Columbus, Ohio.  The team is in the office Monday through Thursday, with the flexibility for remote work on Fridays.

Bachelor’s degree in finance, accounting, business, economics, information systems, mathematics, or a relevant field. Strong computing, quantitative, writing, and communication skills. Knowledge of financial and investment theory and practice. Proficiency in MS Office and skilled in analytics and modeling. Advanced abilities with Microsoft Excel or willingness to learn. Self-motivated, detail-oriented, with a commitment to ethical behavior and professionalism.

Function: Finance

Subfunction: Investments

Career Band: Individual Contributor – Specialized

Career Level: S1

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The university is an equal opportunity employer, including veterans and disability.