How to Apply
A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should specifically address your interest in this role and outline your skills and experiences that are directly related to the job requirements. References are also required.
Job Summary
The University of Michigan Investment Office is looking for an intellectually curious and collaborative individual to join our accomplished investment team as an Investment Coordinator.
What You'll Do
Reporting to a senior member of the Investment Office, you will support the Investment team in multiple entry-level operational responsibilities across asset classes. We ask that you have the ability to handle information requests and coordinate responses from several teams to ensure completion.
Who We Are
The University of Michigan Investment Office oversees the investment of the University's approximately $20 billion in financial reserves, including the 9th largest university endowment in the U.S. The Investment Office staff collaborates with top investment managers globally to provide the financial resources necessary for the long-term success of one of the world's leading teaching and research institutions.
Why Work at Michigan?
In addition to a career filled with purpose and opportunity, The University of Michigan offers a comprehensive benefits package to help you stay healthy, protect yourself and your family and plan for a secure future. Benefits include:
- A retirement plan with two-for-one matching contributions and immediate vesting
- Multiple options for comprehensive health insurance
- Life insurance and long-term disability coverage
- Flexible spending accounts for healthcare and dependent care expenses
- Generous time off
Responsibilities*
- Complete subscription documents, escalate relevant questions to legal counsel or Investment professionals; and obtain authorized signatures.
- Maintain and audit database of investment contacts, investment reports, and support documents ensuring all data elements are entered accurately and consistently.
- Monitor the flow of information and processes related to investment execution, responding to the needs of internal clients by collaborating with university-wide groups and within the Investment Office.
- Be the main point of contact for investment office personnel, internal university contacts, and external service providers regarding document management.
- Coordinate approval of external cash activity by obtaining necessary signatures and coordinating with internal teams for payment.
- Meet deadlines and maintain accurate processing of investment operations tasks, including, amendments, consents, KYC, MFN elections, and tax requests (i.e., FACTA/CRS).
- Coordinate workflow between teams using database system and other tools.
- Analyze internal processes and recommend and implement procedural or policy changes to improve operational efficiency.
Required Qualifications*
A background in financial services or combination of education and applicable work experience of at least two (2) years. Excellent attention to detail, strong quantitative skills, and demonstrated leadership capabilities. Self-starter who can manage deadlines and work well under pressure. Ability to work independently, while being a collaborative and team-oriented individual.
Desired Qualifications*
Bachelor's Degree
Modes of Work
Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment. Learn more about the work modes.
Onsite work is required during the first six months of employment in the role. Upon satisfactory performance during the first six months, a hybrid work arrangement may be an option. Hybrid work requires team member to be onsite at least 50% of the month.
U-M EEO/AA Statement
The University of Michigan is an equal opportunity/affirmative action employer.