On the investment team at Lehigh University, you'll analyze the Long Term Portfolio and existing investments using qualitative and quantitative methods, acquire and interpret data from various databases for portfolio analytics, and monitor investment managers’ performance, risks, and relevant news. You will support asset allocation policy reviews, new manager due diligence, and tracking of potential managers, investments, and market trends across public equities, credit, hedge funds, private equity, and asset allocation strategies. You’ll also contribute to broader research projects and prepare reports and materials for weekly team meetings and Investment Committee presentations.
Commitments
Lehigh University commits to equal opportunity, non-discrimination, and building a culturally and intellectually diverse community, and offers a comprehensive, family-friendly benefits package. The role carries fiscal or financial responsibilities and is based in New York with potential partial remote work, and requires a credit check plus extensive background screening. The university provides accommodations for candidates with disabilities, and only fully completed applications submitted while the posting is active will be considered.
Responsibilities
Perform qualitative and quantitative analysis of the Long Term Portfolio and existing investments
Monitor investment managers including performance, risk exposures, and news flow
Acquire information and analyze data from various databases for portfolio analytics
Assist in preparing and organizing materials for Investment Committee meetings
Gather data and perform analysis for periodic asset allocation policy reviews
Apply knowledge of investment strategies across public equities, credit, hedge funds, private equity, and asset allocation
Track potential managers, investments, and market trends
Support new manager diligence through calls, meetings, research, and comparative analysis
Contribute to research projects on investment strategies, markets, countries, and industries
Prepare reports for weekly team meetings and Investment Committee presentations
Commitments
Lehigh University is an equal opportunity employer and does not discriminate.We are committed to a culturally and intellectually diverse community and we seek qualified candidates to contribute to the university’s mission.Lehigh University offers a comprehensive and family friendly benefits package which includes but is not limited to Health Care, Retirement and Educational benefits.Special ConsiderationsPersons with disabilities who anticipate needing an accommodation for any part of the interview or hiring process may contact Lehigh's Accommodations Specialist .This position has fiscal or financial responsibilities other than employee expense activity, such as processing or approving transactions; monitoring or preparing budgets; or generating income for University, and therefore, a credit check is required.This position is based in New York, USA and may work partially remote as deemed appropriate by their supervisor.Successful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the position.Only complete applications will be considered therefore please complete the application in its entirety.Once the posting is removed from the website applications may no longer be allowed to be completed.
Not Met Priorities
What still needs stronger evidence
Requirements
One to three years of related work experience
Experience working in an investment role performing due diligence on investment strategies
(Not required)
– Bachelor's Degree in Finance or related field
Investment Analyst - Join Lehigh University's Investment Team Lehigh University seeks an Investment Analyst to support our Chief Investment Officer in managing the university's Long Term Portfolio, encompassing endowment and long-term operating assets. This full-time exempt position offers an exceptional opportunity to contribute to the financial stewardship of one of America's premier research universities. About The Opportunity As Investment Analyst, you'll play a crucial role in portfolio management, working directly with senior leadership to implement investment strategies that support Lehigh's academic mission. Your responsibilities will span the complete investment lifecycle, from strategy development to performance reporting. Position Number: S81090 This position is a Grade: 12 - 40 with an approximate salary range of $132,220-$160,850 and is subject to change based on experience, skills and qualifications. Your total compensation includes a base salary plus variable incentive pay. Key Responsibilities
Perform qualitative and quantitative analysis of the Long Term Portfolio and existing investments Monitor investment managers including performance, risk exposures, and news flow Acquire information and analyze data from various databases for portfolio analytics Assist in preparing and organizing materials for Investment Committee meetings Gather data and perform analysis for periodic asset allocation policy reviews Apply knowledge of investment strategies across public equities, credit, hedge funds, private equity, and asset allocation Track potential managers, investments, and market trends Support new manager diligence through calls, meetings, research, and comparative analysis Contribute to research projects on investment strategies, markets, countries, and industries Prepare reports for weekly team meetings and Investment Committee presentations Qualifications:
Bachelor's Degree in Finance or related field One to three years of related work experience Experience working in an investment role performing due diligence on investment strategies Strong organizational, analytical & interpersonal skills Why Lehigh University? Lehigh University is an equal opportunity employer and does not discriminate. We are committed to a culturally and intellectually diverse community and we seek qualified candidates to contribute to the university’s mission. Lehigh University offers a comprehensive and family friendly benefits package which includes but is not limited to Health Care, Retirement and Educational benefits. Information can be found on our website. This position offers exposure to diverse investment strategies, direct interaction with industry professionals, and the satisfaction of contributing to Lehigh's long-term success. Join us in building a stronger financial foundation that enables groundbreaking research, exceptional education, and meaningful community impact. Special Considerations Persons with disabilities who anticipate needing an accommodation for any part of the interview or hiring process may contact Lehigh's Accommodations Specialist .
This position has fiscal or financial responsibilities other than employee expense activity, such as processing or approving transactions; monitoring or preparing budgets; or generating income for University, and therefore, a credit check is required. This position is based in New York, USA and may work partially remote as deemed appropriate by their supervisor. Successful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the position. Only complete applications will be considered therefore please complete the application in its entirety. Once the posting is removed from the website applications may no longer be allowed to be completed.
Lehigh University
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New York City Metropolitan Area