Investment Analyst at Lehigh University – Bethlehem, Pennsylvania

Lehigh University

Lehigh University is an affirmative action/equal opportunity employer and does not discriminate on the basis of age, color, disability, gender, gender identity, genetic information, marital status, national or ethnic origin, race, religion, sexual orientation, or veteran status. Lehigh University provides comprehensive benefits including partner benefits.

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.