Location: Austin, TX
Division: External Investments
Travel: 10–25%
Reports To: Jacob Price
About the Role We are seeking a highly analytical and motivated investment professional to join our External Investments team as a Senior Investment Analyst. This role focuses on fundamental investment research, manager due diligence, portfolio monitoring, and preparation of Investment Committee and Board materials, with an emphasis on public and private credit markets.
The position offers meaningful exposure to senior leadership and the opportunity to contribute directly to asset allocation, portfolio construction, and capital deployment decisions.
Key Responsibilities Existing Portfolio Oversight
- Assist Portfolio Managers and the CIO in evaluating and monitoring external manager investments and co-investments, particularly within private credit markets
- Contribute to asset allocation, portfolio construction, and risk management initiatives
- Lead portfolio reporting efforts, including:
- Maintaining internal databases
- Preparing periodic portfolio reviews
- Creating materials for Investment Team and Board meetings
- Maintaining internal databases
- Conduct ongoing manager analysis and maintain monitoring documentation
- Coordinate with consultants to ensure proper coverage of potential investment opportunities and pacing plans
- Maintain regular communication with external managers
- Support sourcing and underwriting of new fund investments and co-investment opportunities
- Conduct detailed qualitative and quantitative due diligence on:
- Investment strategy and process
- Portfolio construction
- Organizational structure
- Historical performance
- Investment strategy and process
- Prepare investment memoranda and present recommendations to the Investment Committee
- Participate in manager meetings and ongoing relationship development
- Assist in developing strategic and opportunistic investment themes
- Prepare research reports and presentations for senior leadership
- Represent the organization at industry conferences and annual meetings
- Review macroeconomic, financial, and geopolitical research to inform portfolio strategy
- Bachelor’s degree in Finance, Accounting, Mathematics, Business Administration, or related field
- Minimum 5 years of investment experience, preferably within:
- Endowment or foundation
- OCIO firm
- Family office
- Fund of funds
- Investment bank
- Consulting firm
- Similar institutional allocator environment
- Endowment or foundation
- Strong quantitative, analytical, and financial modeling skills
- Advanced Excel and Microsoft Office proficiency
- Strong written and verbal communication skills
- Experience in private credit markets
- MBA, MSF, JD, or other relevant graduate degree
- CFA or CAIA designation
- Investment research and due diligence
- Manager underwriting and monitoring
- Asset allocation and portfolio construction
- Macroeconomic analysis
- Executive-level presentation skills
- Strong collaboration and teamwork
- Sound judgment and discretion
Senior Investment Analyst Classification: Investment Analyst IV
Location: Austin, TX
Division: External Investments
Travel: 10–25%
Reports To: Jacob Price
About the Role We are seeking a highly analytical and motivated investment professional to join our External Investments team as a Senior Investment Analyst. This role focuses on fundamental investment research, manager due diligence, portfolio monitoring, and preparation of Investment Committee and Board materials, with an emphasis on public and private credit markets.
The position offers meaningful exposure to senior leadership and the opportunity to contribute directly to asset allocation, portfolio construction, and capital deployment decisions.
Key Responsibilities Existing Portfolio Oversight
- Assist Portfolio Managers and the CIO in evaluating and monitoring external manager investments and co-investments, particularly within private credit markets
- Contribute to asset allocation, portfolio construction, and risk management initiatives
- Lead portfolio reporting efforts, including:
- Maintaining internal databases
- Preparing periodic portfolio reviews
- Creating materials for Investment Team and Board meetings
- Maintaining internal databases
- Conduct ongoing manager analysis and maintain monitoring documentation
- Coordinate with consultants to ensure proper coverage of potential investment opportunities and pacing plans
- Maintain regular communication with external managers
- Support sourcing and underwriting of new fund investments and co-investment opportunities
- Conduct detailed qualitative and quantitative due diligence on:
- Investment strategy and process
- Portfolio construction
- Organizational structure
- Historical performance
- Investment strategy and process
- Prepare investment memoranda and present recommendations to the Investment Committee
- Participate in manager meetings and ongoing relationship development
- Assist in developing strategic and opportunistic investment themes
- Prepare research reports and presentations for senior leadership
- Represent the organization at industry conferences and annual meetings
- Review macroeconomic, financial, and geopolitical research to inform portfolio strategy
- Bachelor’s degree in Finance, Accounting, Mathematics, Business Administration, or related field
- Minimum 5 years of investment experience, preferably within:
- Endowment or foundation
- OCIO firm
- Family office
- Fund of funds
- Investment bank
- Consulting firm
- Similar institutional allocator environment
- Endowment or foundation
- Strong quantitative, analytical, and financial modeling skills
- Advanced Excel and Microsoft Office proficiency
- Strong written and verbal communication skills
- Experience in private credit markets
- MBA, MSF, JD, or other relevant graduate degree
- CFA or CAIA designation
- Investment research and due diligence
- Manager underwriting and monitoring
- Asset allocation and portfolio construction
- Macroeconomic analysis
- Executive-level presentation skills
- Strong collaboration and teamwork
- Sound judgment and discretion
Estimated Min Rate: $101500.00
Estimated Max Rate: $145000.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
